Merge Connect | Salesforce Document Generation, Easier Than Ever
Streamline Document Generation for Microsoft and Google Pull real-time Salesforce data directly into Microsoft Word, PDF, PowerPoint, and Excel files, including Google Docs, Slides, and Sheets, while your team maintains professional, on-brand standards without ever leaving Salesforce. The Easiest Template Builder in the Ecosystem Build templates in a no-code, intuitive editor that feels familiar from the first click. The Merge Connect Template Builder brings an elegant and simple experience to your org, so admins and end users can create polished documents in minutes. A Native Experience for Every Team Whether your org runs on Microsoft 365 or Google Workspace, Merge Connect adapts its interface to match. You get a native experience for both ecosystems, with no add-ons or license minimums. Native Salesforce Flow Integration Automate the entire document lifecycle. With the custom Merge Connect Flow action, you can trigger document generation based on any record change: - Record-Triggered Flows to generate invoices - Screen Flows to produce polished summaries in seconds - Autolaunched Flows to handle high-volume tasks automatically
Top keywords
- connect3×1.78%
- document3×1.78%
- experience3×1.78%
- flows3×1.78%
- google3×1.78%
- merge3×1.78%
- merge connect3×1.78%
- microsoft3×1.78%
- native3×1.78%
- salesforce3×1.78%
- builder2×1.18%
- document generation2×1.18%
Groove for Salesforce Financial Services Cloud
Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy in a smart, adaptive way. With Groove, revenue leaders can use automation to do more with less, driving greater efficiency and effectiveness across the customer lifecycle. Groove enables more than 75,000 users at ADP, Google, Uber, iHeartMedia, Capital One, and other large enterprises to be more efficient and effective. Groove has ranked #1 in enterprise customer satisfaction on G2 for four consecutive years and has been named one of the Inc. 5000 fastest-growing privately held companies in the U.S. since 2020. Instantly log emails, calls, SMS, call reports and LinkedIn messages to custom objects. Automate time-consuming tasks, including follow-ups and scheduling. Automate multi-channel flows for inbound leads, loan disbursement, mortgage lending, and other common workflows Surface real-time CRM data in the Inbox, letting sellers access, search and update Salesforce from anywhere Real-time visibility into activity levels and outcomes in Salesforce Realize time-to-value quickly, without a heavy lift from IT www.groove.co
Top keywords
- groove5×2.96%
- automate2×1.18%
- customer2×1.18%
- enables2×1.18%
- leaders2×1.18%
- real-time2×1.18%
- sales2×1.18%
- salesforce2×1.18%
