Highlights
“This new integration will help clients send private equity profiles and contacts directly to Salesforce without needing to download and upload CSV files.”
TagniFi Adds Salesforce Integration for Better M&A Workflows
TagniFi is now connected to Salesforce, making it easy to send account and contact information to your own Salesforce account at the touch of a button. This new integration will help clients send private equity profiles and contacts directly to Salesforce without needing to download and upload CSV files.
The Salesforce integration is available for Enterprise plans. For additional information on the benefits available with Enterprise plans, please visit our Pricing page.
The process for adding the Salesforce integration to your account is easy. Just follow these steps:
- Contact Us to add the Salesforce integration to your Enterprise plan.
- Click on the ‘Add to Salesforce’ button on any page.
- Login to Salesforce in the dialog window.
- Map the TagniFi fields to your Salesforce objects.
Once the Salesforce integration has been set up, simply click on the ‘Add to Salesforce’ button on any page to send the details to your Salesforce account.
