Salesforce
Notch's integration for Salesforce lets you sync all clients' activities to a specific opportunity.
Create Notch spaces directly from Salesforce with the Salesforce integration of Notch. Sync all your client's activities in a Notch space to a Salesforce opportunity. This integration allows you to see the latest updates of a Notch space in Salesforce, streamlining your workflow and keeping your team in sync.
Our Salesforce integration is available on our Growth plan. To learn more, visit our pricing page.
Configuration
You can install the Salesforce integration right from the integrations page in Notch.
You need to be an admin user in Notch to install the Salesforce Integration from Notch.
To set up the initial integration for Salesforce, you need to:
Click on your team name in the top left corner of Notch to get to your settings.
Go to Team Settings > Integrations in the menu.
Find the Salesforce integration and enable it. This will take you to Salesforce's installation flow.
Follow Salesforce's installation flow steps to connect Notch with your account.
Your integration is now set up, and your activities are being synced.
Create Notch Spaces from Salesforce
Open Salesforce & log in to your Salesforce account.
Go to the opportunity section where you manage your sales pipeline.
Within an opportunity, look for the Notch integration panel.
Click on the "Create Notch Space" button.
Fill in the required details to set up the new Notch Space linked to the opportunity.
Once created, you can see the latest updates of the Notch Space directly within Notch.
Unlink your Salesforce Integration
Click on your team name in the top left corner of Notch to get to your settings.
Go to Team Settings > Integrations in the menu.
Find the Salesforce integration and click on the "Disable" button to unlink Salesforce from Notch.
Your integration is now unlinked, and your activities won't be synced.
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