Connect Your Sales Force And bit.ly

You might be using Salesforce to manage your sales and cases, or Bit.ly to shorten your links. Though you can use Simplify360 as a standalone platform to manage all your leads and cases, if your team is already comfortable with Salesforce account, you can easily connect your account to Simplify360.  

  1. Click on the ADMIN > INTEGRATION
  2. Click on INTEGRATE SALESFORCE 
  3. AUTHORISE with your Salesforce account.

Once your account is connected, follow the procedure below so that you can import your social leads and cases, automatically to your sales force account. 

  1. Click on the ADMIN > INTEGRATION
  2. Click on the SETTINGS of the Salesforce account that you have integrated.
  3. Now you can click on LEAD Tab and create LEAD FORMS, which your team members will have to fill before exporting to your Salesforce account. 

Similarly you can follow the procedure for CASE FORMS.

It is true for Bit.ly 

  1. Click on the ADMIN > INTEGRATION
  2. Click on Bit.ly TAB > INTEGRATE BIT.LY ACCOUNT
  3. AUTHORISE with BIT.LY 

Once the authorization is complete. In your publishing console, you can see your bit.ly account to choose from.

 

*NOTE that you have to share Salesforce and Bit.ly account before your team can start using it.

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