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interop.io Salesforce Adapter

By interop.io

Integrate io.Connect apps with Salesforce to enhance your workflows.

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$4   USD/user/month
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Industries
Financial Services
Business Need
Process Management
Agent Productivity
Time & Expense
Requires
None
Compatible With
Sales Cloud
Service Cloud
Platform Cloud

Connect io.Connect enabled applications, in-house or off the shelf such as Fidessa, Bloomberg, etc. with your Salesforce organization. Conduct workflows such as context sharing, launch inbound and outbound intents to and from Salesforce and more!

  • Context Sharing: Sync data between Salesforce and other applications

  • Inbound Intent: Log chat interactions from any chat system to Salesforce

  • Outbound Intent: Start a chat directly from Salesforce

Highlights

Bi-directional synching of data, allowing you to share information between Salesforce and your other applications

Create/Update/Delete/Get Account, Contact, Lead, Task, Opportunity (i.e. the Standard Salesforce objects) from another application into Salesforce.

Start a chat with a contact, to your chosen chat platform, from Salesforce

View client order history from Salesforce to your chosen Order Management System

Provider Details

interop.io
Charlottesville, Virginia
Social Impact
Pledge 1%
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Founded
2023
Website
Email
Phone
+44 808-196-7991 or +1 888-850-2377

Interop.io is an award-winning desktop integration platform that is reinventing technology, business, and operations in the financial services industry. It provides a one-stop shop for building best-of-breed integrated desktop experiences for financial institutions globally. Interop.io aims to blur the boundaries between applications and create seamless desktop experiences for end-users by allowing the creation of cross-application workflows and workspaces, app stores, centralized notifications, global searching and more on financial desktops regardless of the underlying technology. This is interoperability and the result is a smart desktop and optimized workflows, customized to each individual user or team, built to empower users, just like a cell phone. Our mission is to improve business outcomes by ‘Making Your Work Flow’.

Pricing Details

Default Plan

$4 USD/user/month