We’re excited to announce the launch of our new integration between Aimdoc and Salesforce! This powerful connection is designed to streamline your lead management and accelerate your sales process, offering an efficient and automated way to manage leads directly in Salesforce.

What Does This Integration Do?

Once you connect your Salesforce account to Aimdoc, here’s what you can expect:

1. Direct Lead Creation: Aimdoc automatically creates leads directly in Salesforce with no need for additional forms. Each lead generated through Aimdoc is instantly captured in Salesforce, eliminating manual entry and ensuring that no lead slips through the cracks.

2. Automated Lead Details: Here is the information that gets transferred to Salesforce for each lead:

   • First Name

   • Last Name

   • Email

   • Conversation

3. Context: For enhanced visibility, each lead record in Salesforce includes a note that contains a direct link to the initial conversation in Aimdoc and the website page where the lead was collected. This provides your sales team with valuable context, enabling them to personalize follow-ups and close deals more effectively.

Why This Integration Matters

We know that seamless data flow between your sales tools is essential for an efficient workflow. This Salesforce integration ensures that your lead management is as streamlined as possible:

Save Time: Automate lead capture and entry into Salesforce, allowing your sales team to focus on closing deals instead of managing data.Centralized Data: Keep all lead information in one place, neatly organized within Salesforce.Enhanced Visibility: Every lead in Salesforce links back to the original conversation, giving your team the context they need to deliver personalized outreach and convert more leads.

How to Get Started

Getting started with the Salesforce integration is easy:

Go to your Aimdoc dashboard and select the “Integrations” tab.Click on the Salesforce integration option and follow the prompts to connect your Salesforce account.Once connected, leads generated in Aimdoc will be automatically created in Salesforce, and you’re all set!

We’re Here to Help

If you have questions or need assistance with setup, feel free to reach out to us at support@aimdoc.ai.

We’re thrilled to bring you this powerful new integration to make your lead management smoother and more effective than ever before!

Best regards,

The Aimdoc Team

P.S. Already using the Salesforce integration? We’d love to hear your feedback! Let us know how it’s working for you so we can continue to make it even better.