Salesforce
Your ideal customer management partner. Help, create and advise.
Connect your Salesforce account with Procys
following 3 easy steps.
01
Connect Dropbox with Procys
From your Procys account access the "Apps" screen
02
Procys will send the documents to the Dropbox integration
Procys' optimized software will take care of sending documents such as invoices, receipts or passports.
03
Procys will automatically synchronize the processed documents in a structured way
The data will appear in the Procys software and it will allow you to export it in API, download it in some structured format like XML, UBL, CSV or connect it to other applications.
Description
Salesforce is an American cloud-based software company based in San Francisco. It provides free service software and customer relationship management applications sitting on sales, customer service, marketing automation, e-commerce, analytics, and application development.
Introduction
Salesforce is a CRM customer management platform. They help marketing, sales, retail, service teams and you, together with Procys, to work together from anywhere, to keep your customers satisfied
It has an intuitive and easy-to-use website to satisfy customer needs.
Security
Procys has obtained ISO 27001 certification and complies with GDPR. We are committed to the security and integrity of data, guaranteeing our clients that their data is protected and secure at all times.
- Protection of confidential personal data
- Responsible and reliable data processing
- Greater confidence and peace of mind.
- Safe and reliable business relationship
