Keep Closing Deals with Fluix and Salesforce Integration

Deliver customer value and improve the way you manage contracts, sales, and partner relationships

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What Can You Do with Fluix + Salesforce?

Empower your teams by bringing all your sales enablement tools together in one place

Synced Sales Documents
at Your Fingertips

With instant sharing and updates of customer details and document information across both systems, you’ll enjoy consistent and accurate data.
Say goodbye to manual data entry and minimize the risk of errors with this streamlined process.

Smart Automation
Fitting Your Sales Cycle

The setup is easy. Data collected through Fluix forms is used to create Salesforce records, triggering subsequent actions and notifications within the platform.
This ensures timely responses and efficient project management, preventing critical tasks from being overlooked.

Keeping All Your Teams
at the Top of Their Game

With Fluix and Salesforce working together, you perform more effectively, and with less admin
Sales teams get instant access to the latest project updates, inspection results, and compliance documents. This improves communication, speeds up processes, and enhances customer interactions.

Workflows Matching Your Sales Process, Without Tech Complexity

Your teams get access to sales materials, your admin skips paperwork sorting, and setup takes just 30 minutes

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Fluix Integrates with Other Tools
Your Team Uses

Airtable

Zapier

Procore

Hubspot

Power BI

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Didn’t Find the Integration You Need?

Use our open API to seamlessly connect your various tools. Ask our
team more during your demo call

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FAQ: Fluix + Salesforce Integration

What is Salesforce?

Is Salesforce the same as SAP?

What does Fluix + Salesforce integration do?

Through integration, Fluix and Salesforce seamlessly synchronize data in real-time. This means customer details and document updates are instantly synced across both systems, ensuring accuracy without manual input and reducing errors.

By combining Fluix and Salesforce integration functionalities, businesses can automate sales processes and optimize document workflows. Sales representatives have the ability to access and update sales contracts, quotes, and work order forms directly from their mobile devices via Fluix.

Instant updates automatically notify relevant team members about deals by updating data in Salesforce work orders, facilitating efficient collaboration and streamlined operations.

What are the steps involved in setting up Salesforce integration in Fluix?

Step 1: Create the process in Fluix

Go to the Fluix admin portal and open the Taskstream section.

Create a new taskstream by dragging a User task into the workspace.

Customize it by adding fillable forms and assigning it to the team responsible.

Make sure to include yourself in the user group for testing later.

Step 2: Set up Integration in Fluix

Add a ‘Share to submit ‘action to the Taskstream chart and connect it with the User task.

Click on Share to and choose Salesforce from the list of tools. You’ll be redirected to authorize Fluix to access Salesforce.

Then, select the action to be triggered upon task completion in Fluix.

Step 3: Configure Data Extraction

For integrating Salesforce with Fluix, you’ll need your Salesforce domain name and work order number.

Find your domain name by accessing your Salesforce account settings. The work order number is automatically generated in Salesforce.

Step 4: Save and Test

Save and publish the Taskstream.

Access the user app on your mobile device or through the admin portal. Complete the task and submit it in Fluix.

Your entered data will automatically sync with the assigned work order in Salesforce.

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Can Benefit Your Business

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