Freesbe's Salesforce app brings opportunities, leads and cases into chat. Alerts post new opportunities, stage changes, won and lost opportunities, new leads and new cases into the channels you pick. Salesforce links get a preview with the amount, stage and owner. /salesforce finds an account, contact, lead or opportunity, and Log to Salesforce puts any message on a contact's or lead's activity as a completed task.
For Sales and support teams on Salesforce who want the pipeline in the channel.
Pick a channel and what to post: new opportunities, opportunities moving stage, won or lost, new leads and new cases. Leave out small opportunities with a minimum amount, and send big ones to #leadership, new leads to #sales and new cases to #support.
Paste a Lightning or Classic link to an account, contact, lead, opportunity or case and everyone in the conversation sees its name and key details, without opening Salesforce. Admins can turn previews off.
Start free with up to 10 people and try it today, or book a 20-minute demo with the people who make Freesbe.
Type /salesforce and a name, email address or opportunity to find it, with an answer only you see. Choose Log to Salesforce on any message to add it to a contact's or lead's activity as a completed task, with a link back to the message.
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Free for up to 10 people, no card and no time limit. Connect what you already use in an afternoon.