Reply

Sync data between your Salesforce and Reply accounts

Salesforce integration

Explore the available sync steps in the Salesforce integration

Sync steps in Salesforce integration

Assign synced contacts and activities to the right team members in Reply

Ownership mappings in Salesforce integration

Learn how to integrate Salesforce with your Reply account and automate your daily workflows using the Salesforce plugin

Salesforce plugin

Dasha Leshchenko

Sync data between Reply.io and Salesforce

Salesforce

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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