Home | Videos | Autofill Salesforce with Orb Intelligence

Autofill Salesforce with Orb Intelligence

ORB-DatabaseAutofill Data in Salesforce Using Orb Intelligence

Learn how you can auto-populate company information in systems of record from available databases. In this example, we will use Salesforce as the system of record and Orb Intelligence as the database.

Use Case

Speed up CRM data entry

In this use case, learn how we can create automations that log and update CRM records, including sales contacts, contract details, customer or account ID numbers, and more.

Categories


Get a Demo

An Automation Hero expert can help you find the best use cases, pricing, and implementation for your business.

Request Now

Suggested Next Readings

top-sales-mistakes

Post

The ugly truth: 9 sales mistakes costing you deals

SM Stationary Branding Mock Up (Volume I)

Resource

Stefan and AA-ISP: Monday Morning Sales Minute