Salesforce-AlayaCare Connector

1. Salesforce Leads, Accounts, and Work Orders become AlayaCare Clients and Tasks

Salesforce has a lot of tools to bring in new Leads and customers. With the connector, Leads, Accounts and Work Orders can be automatically created as Clients and Tasks in AlayaCare. The Leads/Accounts can come from:

• Web forms / App forms
• Phone system / integration
• Salesforce Marketing Cloud / Pardot
• Manual entry
• Other sources

If you have Salesforce and would like to use these Lead capture methods, we can also help you set them up.

2. Client feedback is available in Salesforce for reporting

Based on the AlayaCare API, information gathered about Clients who accepted or refused services can be shared in Salesforce, enabling you to create reports about service feedback, refusals, and other data that can be used to improve your services and optimize operations.

3. Salesforce automation can be used to re-engage and nurture Leads and Accounts

Using the information shared between Salesforce and AlayaCare, you can setup automations to re-engage and nurture Leads and Accounts based on their feedback, status, and more to generate more business.

4. No more double data entry

With both platforms connected, your sales or customer care teams don’t have to do double data entry to create or update Leads, Accounts or Clients. This is a huge time saver which also reduces the risk of data entry errors and increases your operational efficiency.

5. We can customize the connector to your needs

By being both a Salesforce partner and an AlayaCare partner, we have a deep knowledge of the APIs of both platforms. This enables us to further customize the connector based on the current and future needs of your organization.