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Salesforce integration

FeatureEnterprise

Display account and contact information from CRMs like Salesforce and HubSpot, map fields to Poggio and write fields back to the CRM.

Posted by Jillian Kozyra ·
Status: Completed1 comment

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Comments1

  • Michael Dunne

    •

    Oct 18, 2024

    This would be essential for viewing C/L information within a Poggio account plan. Like Gong, I still have to look into SFDC for prior C/L notes in order to add to my account plan.