Checkvist + Salesforce Integration

Are you looking for a way to keep track of your sales process and create task for yourself in Salesforce? If so, you'll be glad to know that you can use Checkvist to create list of the steps in your sales process, and then create task in Salesforce for each step.

This automation will help you stay organized and make sure that no steps are forgotten.

If you're using Salesforce and Checkvist to manage your business, you'll want to take advantage of the integration between the two services. When a opportunity is created in Salesforce, a list will automatically be created in Checkvist.

This makes it easy to keep track of the progress of each opportunity and ensure that all the necessary steps are taken. To get started, click on activate, connect your Salesforce and Checkvist accounts and start creating opportunity!