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Customer-facing teams often use Salesforce for most of their tasks. Without integration between Targetprocess and Salesforce, their ability to work together with other teams in the organization smoothly can be fractured. Integration between the tools will improve team collaboration and streamline the flow of information between customer service, sales, the PM office, and development teams. Tasktop’s Integration Hub allows you to establish both one-way or two-way integrations between Salesforce and Targetprocess.
Every integration case is unique, because you have to map your own special set of fields and work structure. If you’re interested, please check with us via sales@targetprocess.com to get started with a demo.
Possible use cases
Connect sales and marketing to PM and development teams by automatically syncing ideas and cases from Salesforce to Targetprocess. Sometimes, prioritization simply comes down to monetary value. Opportunity values make it easy for product managers to see which ideas will have the largest financial impact, so you can synchronize values such as Opportunity value to Targetprocess.
Synchronize cases (or a custom “problem” record) from Salesforce as Bugs in Targetprocess to provide developers visibility into problem details and sync the resolution flow.
Integrations
Targetprocess offers integrations with 60+ apps. These are native integrations that are embedded in the system (such as DevOps integrations with GitHub, GitLab, BitBucket and Azure DevOps, Phabricator and other tools), and additional integrations that are available through the Integration Hub.
The most popular integrations are listed below. To look for more apps, check these lists of native integrations and ones done via the Integration Hub.