Many professional services firms use salesforce CRM for generating quotes, proposals and more. This includes the salesforce experts at Stretch Consulting. In an afternoon a small team from Stretch and Flowcase created an integration linking an opportunity in Salesforce, with a proposal in Flowcase as a proof of concept. The integration was built in Apex code within Salesforce itself, in just two and a half hours.
Prerequisites included
- a Salesforce CRM account or sandbox environment
- a Flowcase account
- a Flowcase API key and the API documentation
- a small team of experts from Stretch consulting
The integration built a button within the proposal in Salesforce that creates a proposal with the same name in Flowcase. This is the first iteration and more advanced feature can easily be added to the flow.
Potential next steps enhancing this integration
- Adding and sharing user information
- Add users to proposal
- Share proposal with users
- Performing search for potential consultants within Salesforce using the Flowcase Search API
If you are using Salesforce and want to use the integration, feel free to reach out and we can share the source code and show you how it can be done.
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