Integrations

Tettra + Salesforce CRM Integration | Connect and Automate

Connect Tettra with Salesforce CRM to automate workflows, sync data in real-time, and eliminate manual tasks. Build powerful automated workflows between these tools to save time and reduce errors.

Update and create with updated Salesforce records resulting in suggestions in Tettra

Improve your team's productivity with this streamlined workflow. As soon as a record is updated in Salesforce, it stimulates a new suggestion creation in Tettra. Ideal for busy professionals, this seamless automation aids to keep your team updated with the latest client data and potential recommendations, making sure no key information slips through the cracks.