Skip to content
Go to AnyBiz.io
  • There are no suggestions because the search field is empty.

How to Connect AnyBiz with Salesforce

This guide will walk you through connecting your Salesforce account to AnyBiz and managing conversations effectively.



Step 1: Access Settings

  1. Click the gear icon in the upper-right corner of your AnyBiz dashboard.

  2. Select Integrations from the settings menu to manage external app connections.

Step 2: Connect Salesforce

  1. Find Salesforce in the list of integrations and click Connect.

  2. Log in to Salesforce using your username and password.

  3. Click Allow Access to grant AnyBiz permission to connect with your Salesforce account.

Step 3: Manage Conversations

  1. Switch to the Inbox tab to view all your communications.

  2. Select a conversation from the inbox list to open its details and messages.

  3. Click Push to Salesforce to create a new record for the conversation in your CRM.

Step 4: View Prospect Information

  • After pushing, all relevant information about your prospect will be available in Salesforce.


Notes

  • When you receive a positive opportunity, AnyBiz will automatically push it to your Salesforce CRM.

  • Your integration is now active and ready to streamline communication tracking.



BOOK A CALL 📞 WITH US FOR MORE INFORMATION!