Salesforce
Salesforce is a cloud-based CRM platform that helps businesses manage customer data, sales pipelines, and engagement across the entire customer lifecycle. By integrating Salesforce with Muvi, teams can unify lead, contact, and activity data to improve customer visibility, reporting, and operational alignment.
Once enabled, Salesforce integrates with Muvi One to synchronize customer data such as leads, contacts, and activity logs. This helps teams maintain a unified view of customer interactions across sales, marketing, and platform usage.
How to Use This Integration
- Log in to your Muvi CMS → Support → Create a Ticket.
- Select Customized Request and mention “Salesforce Integration” in the ticket title.
- Provide your Salesforce API credentials, including Consumer Key, Consumer Secret, and Instance URL, in the ticket description.
- The Muvi Product & Integration Team will validate the credentials, configure the connection, and complete the setup.
- Once integrated, your Salesforce data (leads, contacts, and activity logs) will sync with your Muvi account for unified customer management and reporting.
Works With
- ✓ Muvi One
