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Connected Workflows: Streamline Salesforce Opportunities with FileInvite

Transform your Salesforce environment into a document collection powerhouse. This integration allows your team to manage complex document workflows without ever leaving the Salesforce interface.

How the Salesforce Integration Works

FileInvite interacts directly with Salesforce Opportunities and Contacts to keep your data in sync.

  • Automated Triggers: Automatically generate a FileInvite request when an Opportunity stage is updated.

  • Status Mapping: Map FileInvite "Invite Statuses" to custom fields in Salesforce. You’ll know exactly which documents are pending or approved at a glance from your Dashboard.

  • Native Experience: Your team stays inside the "Source of Truth" (Salesforce) while FileInvite handles the heavy lifting of secure collection and reminders.

Key Benefits for Salesforce Users

  • Eliminate Data Silos: Keep all document collection data within your primary CRM records.

  • Enhanced Reporting: Use Salesforce Reports and Dashboards to track document turnaround times and team bottlenecks.

  • Professional Branding: Send consistent, branded requests to your clients that look and feel like an extension of your professional service.

Getting Started

This is a low-code integration managed by our team. To enable Connected Workflows for your HubSpot portal, Contact Support or your Account Manager today.