Enable your teams (Sales, Service, etc.) to view and update CRM data based on geographical location directly from within the Kliks mobile app. We currently support Salesforce and Liondesk CRM's but are happy to work with you to build more!
Salesforce (CRM) integration with Kliks
Keep Salesforce Data Updated
Create and update Salesforce content directly from the Kliks mobile app.
Associate Trips to SF Accounts
Trips are easily associated with accounts.
View Leads, Events, etc.
View key Salesforce data directly in the Kliks mobile app.
Integrate with Ease
View Salesforce data by entering your login credentials in the Kliks mobile app.
Benefits of integrating with Salesforce
How it works
Platform-wide GDPR support
Kliks protects users’ personal data according to the requirements of the GDPR as it is transferred to and processed in the United States and Canada. We provide a full range of support features as mandated by the GDPR regulations:
Company admins can request that a user's data is anonymized / de-identified.
Admins may export some data directly from their dashboards. Admins can also request additional user data from Kliks, which will be made in a common format.
Kliks offers users and admins the ability to update personal information that is incorrect.