Salesforce Integration with Pics.io DAM
Keep all your marketing and sales assets at hand, straight from Salesforce interface
What is Salesforce?
Salesforce is a CRM system that helps with establishing a better communication channel with your existing customers and prospects. Salesforce helps you keep track of all valuable information about a client all from one place.
Why Integrate Pics.io With Salesforce?
Using Pics.io integration lets you access your asset library straight from Salesforce. So if your client asks for a business proposal or any other relevant asset, you can quickly find it using Pics.io’s advanced search capabilities without swapping screens.
How to Integrate Pics.io With Salesforce?
To add Pics.io integration, you need to create a custom web tab in Salesforce. For initial steps, follow the tab creation walkthrough in Salesforce’s helpdesk article. When prompted to insert a link, add a public link to your Pics.io collection that you’d like to access from Salesforce.
Return to the main screen, click the pencil in the tab navigation menu, and add the newly created Pics.io tab.
Trusted by various businesses around the world
