Home » Innovative Solutions » Integration » Salesforce

Salesforce

Connect InfoTrack seamlessly into your Salesforce environment to streamline how your team completes searches, orders and verification tasks without leaving the CRM. Our integration delivers fast, accurate results directly within your existing workflows, reducing double-handling and improving productivity. Empower your organisation with a smoother, more connected experience that keeps everything in one place.
Book a Demonstration

Benefits of integrating Salesforce with InfoTrack.

  • Access InfoTrack directly from the Saleforce Account via Single Sign On.
  • InfoTrack Search results will be returned directly back to an InfoTrack Orders custom Salesforce object.
  • Completed Search Documents will be returned to NetDocuments or iManage automatically.

See how the integration works