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Generate more leads with the tractFile + Salesforce® integration
tractFile / Salesforce®
Integrations

Streamline your data management process with the tractFile + Salesforce® integration

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Does tractFile integrate with Salesforce®? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 370 integrations. Start now connecting tractFile and Salesforce®

Quick summary of tractFile

tractFile is a powerful and simple to use contract management and CRM software. The tractFile system is fully customizable and flexible and allows you to keep track of contracts and recurring transactions. tractFile also boasts an excellent CRM module which is great for setting reminders and keeping up with your customers' needs.

The CRM module also allows you to create company profiles or only customer profiles and you can link client profiles to a company. Once in the system, you can connect reminders to customers so you know when to send them by e-mail or if you have a meeting with them.

The tractFile contract management module allows you to create templates for your contracts by highlighting different clauses in the contract to send to your customers to make sure they read that part. You can also set up recurring payments for contracts that automate billing.

Quick summary of Salesforce®

Salesforce® provides a powerful, convenient, and simple Web services API for interacting with Lightning Platform.

Salesforce® uses the same underlying data model and standard objects as those in SOAP API. REST API also follows the same limits as SOAP API.

The Salesforce® advantages include ease of integration and development, and it’s an excellent choice of technology for use with mobile applications and Web 2.0 projects. To use the API requires basic familiarity with software development, web services, and the Salesforce user interface.


What you can do with tractFile and Salesforce®

Create new Salesforce® leads with tractFile

Create new Salesforce® leads in campaigns with tractFile

Create new Salesforce® leads in lead sources with tractFile

Create new Salesforce® leads in list views with tractFile

Create new Salesforce® leads in reports with tractFile

Create new Salesforce® contacts with tractFile

Create new Salesforce® contacts in campaigns with tractFile

Create new Salesforce® contacts in lead sources with tractFile

Create new Salesforce® contacts in list views with tractFile

Create new Salesforce® contacts in reports with tractFile

Create new Salesforce® cases with tractFile

Create new Salesforce® cases in campaigns with tractFile

Create new Salesforce® cases in lead sources with tractFile

Create new Salesforce® cases in list views with tractFile

Create new Salesforce® cases in reports with tractFile

Create new Salesforce® opportunities with tractFile

Create new Salesforce® opportunities in campaigns with tractFile

Create new Salesforce® opportunities in lead sources with tractFile

Create new Salesforce® opportunities in list views with tractFile

Create new Salesforce® opportunities in reports with tractFile

Create new Salesforce® accounts with tractFile

Create new Salesforce® accounts in campaigns with tractFile

Create new Salesforce® accounts in lead sources with tractFile

Create new Salesforce® accounts in list views with tractFile

Create new Salesforce® accounts in reports with tractFile

Create new Salesforce® person accounts with tractFile

Create new Salesforce® person accounts in campaigns with tractFile

Create new Salesforce® person accounts in lead sources with tractFile

Create new Salesforce® person accounts in list views with tractFile

Create new Salesforce® person accounts in reports with tractFile

Update Salesforce® leads with tractFile

Update Salesforce® leads in campaigns with tractFile

Update Salesforce® leads in lead sources with tractFile

Update Salesforce® leads in list views with tractFile

Update Salesforce® leads in reports with tractFile

Update Salesforce® contacts with tractFile

Update Salesforce® contacts in campaigns with tractFile

Update Salesforce® contacts in lead sources with tractFile

Update Salesforce® contacts in list views with tractFile

Update Salesforce® contacts in reports with tractFile

Update Salesforce® cases with tractFile

Update Salesforce® cases in campaigns with tractFile

Update Salesforce® cases in lead sources with tractFile

Update Salesforce® cases in list views with tractFile

Update Salesforce® cases in reports with tractFile

Update Salesforce® opportunities with tractFile

Update Salesforce® opportunities in campaigns with tractFile

Update Salesforce® opportunities in lead sources with tractFile

Update Salesforce® opportunities in list views with tractFile

Update Salesforce® opportunities in reports with tractFile

Update Salesforce® accounts with tractFile

Update Salesforce® accounts in campaigns with tractFile

Update Salesforce® accounts in lead sources with tractFile

Update Salesforce® accounts in list views with tractFile

Update Salesforce® accounts in reports with tractFile

Update Salesforce® person accounts with tractFile

Update Salesforce® person accounts in campaigns with tractFile

Update Salesforce® person accounts in lead sources with tractFile

Update Salesforce® person accounts in list views with tractFile

Update Salesforce® person accounts in reports with tractFile


Other popular Salesforce® integrations offered by LeadsBridge

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NOTE tractFile is on Waiting List
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