EasySend - Forms, webflows, eSignatures, digital customer journeys & more
Launch, manage, and track dynamic digital journeys from Salesforce. Drag and drop components, add Salesforce objects, and go live in days. Sync your Salesforce CRM to prefill data and send journey links via email or SMS. Offer Co-Browsing to guide customers from start to finish. With EasySend for Salesforce, create better customer experiences and streamline customer data collection. Try it free for 14 days! ✓ Pre-built components for onboarding, lending, claims, policy renewals, e-consents, contracts & more ✓ Continually improve customer experiences ✓Advanced analytics ✓Understand where customers drop off ✓Take data-driven action Integrate easily ✓ With any Salesforce object ✓ With any internal system & third party service ✓ Custom-built so you can choose the flow of data Manage effortlessly ✓Easy remote management on any device ✓Virtual assistance for your customers Keep secure & compliant ✓Multiple layers of security ✓SOC2, ISO27001, and GDPR compliant Build digital journeys for any industry: Insurance, Banking, Healthcare, Financial services, Construction, Real estate, Retail & more.
Top keywords
- salesforce5×3.29%
- customer3×1.97%
- customers3×1.97%
- data3×1.97%
- compliant2×1.32%
- components2×1.32%
- customer experiences2×1.32%
- days2×1.32%
- digital2×1.32%
- digital journeys2×1.32%
- drop2×1.32%
- experiences2×1.32%
CloudFiles | Document automation & sharing platform
Use CloudFiles for advanced Salesforce SharePoint integration & document management. Also integrates with Google Drive, OneDrive, AWS S3, Azure Blob, Box & Dropbox. What’s the best way to access SharePoint files in Salesforce? CloudFiles provides a file browser inside Salesforce so users can open, upload and organize SharePoint files directly from records. How do I link SharePoint files and folders to Salesforce records? CloudFiles lets users browse and select existing SharePoint files and folders and link them to records while keeping SharePoint as the source of truth. How do I automatically create SharePoint folders from Salesforce? CloudFiles offers Flow actions and Apex support to create folders based on record data and relationships. How do I move Salesforce files to SharePoint and reduce storage? CloudFiles enables record-triggered or scheduled Flows to upload files and reduce Salesforce storage. Supports metadata sync, deep folder hierarchies & Experience Cloud. ✔ SOC 2 Type II, ISO 27001 certified. GDPR compliant ✔ Secure HIPAA document storage & sharing ✔ All file types supported ✔ Discounts for nonprofits ✔ 24x7 support ✔ 1,200+ teams Free trial. Set up in mins.
Top keywords
- sharepoint8×4.57%
- salesforce7×4.00%
- files6×3.43%
- cloudfiles5×2.86%
- folders4×2.29%
- sharepoint files4×2.29%
- records3×1.71%
- storage3×
