This integration would help you connect Salesforce and Togai to transfer customer information to and from Salesforce
โ
You can access this integration in the No-Code Center
This integration would allow you to :
Create a customer profile within Togai based on the deal stages in Salesforce
Fetch line items from the opportunity and create a price plan within Togai
Attach price plan based on pipeline stages
Push invoice and price plan information from Togai to Salesforce so that business teams can access this from Salesforce