4 Ways to Streamline Salesforce Processes Using airSlate
airSlate is a no-code office workflow platform. It enables even non-technical people, in a few simple steps, to glue together complex office processes that can use multiple applications. airSlate is a major cost-saver and time-saver for many companies.
Salesforce is one of the many external services it can weave into its automation. No longer will you be manually clicking, entering data, or sending messages. The full power of automation is at your fingertips if you know how to use it. Here are some illustrations of how this state-of-the-art, easy-to-use technology can be applied.
Automate Client Contracts
When a client expresses interest in your product, an airSlate bot can be automatically activated to provide them with more information. If they follow up that they want your product, a contract can be automatically created with airSlate. The contract can be prefilled with information obtained automatically, such as today’s date, or stored information about an individual, such as a seller’s license number.
It can be automatically sent to the client.
airSlate can check if the contract was opened and signed, and send reminder emails after a specified interval. Bots can add the client’s actions to your database and can send the next steps if and when the contract is signed.
This complex multi-step process, in which a client requests information, receives information, signs your standard contract template as-is, and is added to your records, can occur without any manual intervention once the flows are set up in advance.
Schedule a Marketing Campaign to Run Regularly, at the Time Interval of Your Choice
Salesforce supports the creation of a marketing campaign. With airSlate, you can select which campaign you want and set it to run at scheduled intervals. You can choose to run it daily, weekly, on particular dates of the month, or at a custom time interval.
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Send Meeting Notes to the Whole Team
airSlate’s Salesforce integration enables you to send a message with automatically added attachments to up to 75 people, at the click of a button or at scheduled times. So, no need to ask someone to share what happened in your meeting. airSlate will do this for you.
Approve Vacation Requests and Mark Time Off
Human Resources can benefit from airSlate’s integration with Salesforce, too. For example, the handling of vacation and leave requests is one of the pre-built templates for using airSlate and Salesforce together.
The specific workflow is quite customizable. For example, when the employee submits a vacation or leave request, a bot can check if this is allowed by the time off policies. If not, it can send the employee a message that the vacation or leave is not approved. Or, it can ask for any required documents. If the time off is approved, the bot can mark the employee as away for those days.
Try airSlate’s Salesforce Integration Now
Whether you work in higher education, healthcare, human resources, consulting, nonprofits, the arts, finance, or some other industry, and whether you work with Salesforce as an IT technician, software developer, administrator, salesperson, or some other department, enjoy the magic of airSlate’s no-code solution.
airSlate’s Salesforce integration is available starting at $19/month USD, for an unlimited number of users within your organization. Check out these and many other ways you can integrate no-code solutions with Salesforce, with a free trial.
Contact the Sales team for a more individualized discussion of how airSlate’s products can work for your specific workplace.
Former software engineer at Google, U.S. National Spelling Bee champion, and synesthete, based in New York, NY. Loves books, liberal Judaism, and nature.