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Togai - Salesforce Integration
Togai - Salesforce Integration
Updated over a week ago

This integration would help you connect Salesforce and Togai to transfer customer information to and from Salesforce
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You can access this integration in the No-Code Center

This integration would allow you to :

  1. Create a customer profile within Togai based on the deal stages in Salesforce

  2. Fetch line items from the opportunity and create a price plan within Togai

  3. Attach price plan based on pipeline stages

  4. Push invoice and price plan information from Togai to Salesforce so that business teams can access this from Salesforce

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