Seamlessly Integrate with Salesforce

Update Salesforce directly from the Kliks Mobile App.  

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Salesforce (CRM) integration with Kliks

Keep Salesforce Data Updated

Keep Salesforce Data Updated

Create and update Salesforce content directly from the Kliks mobile app.

Associate Trips to SF Accounts

Associate Trips to SF Accounts

Trips are easily associated with accounts.

View Leads, Events, etc.

View Leads, Events, etc.

View key Salesforce data directly in the Kliks mobile app.

Integrate with Ease

Integrate with Ease

View Salesforce data by entering your login credentials in the Kliks mobile app.

Benefits of integrating with Salesforce

Quickly view accounts, leads, prospects, events, and opportunities in real-time directly in the Kliks mobile app.
Easily input to, and update Salesforce so your CRM data is always up-to-date.
Sales and service managers can trust site visits have occurred since GPS-verified trip data is associated with each account.
Address information is easily added to Salesforce. Kliks provides complete reverse geocoding so that a driver doesn't need to search for, or enter address information; if it exists publicly, or is in your database, it will automatically be entered as a street address.
Cents per Mile Reimbursement
Cents per Mile Reimbursement

How it works

Start by adding your company's Salesforce API keys to the Kliks.io system
Once enabled users will see a Salesforce icon appear on their Trip screens on the kliks.io Mobile App
Users can now add Salesforce Appointment related information which instantly syncs with Salesforce
Users can also view Salesforce related information such as accounts/prospects near me
Managers and Stakeholders now have GPS verified insurance in their Salesforce reports