The Salesforce integration allows diio to create diio Notes in "Notes and Attachments," Tasks in "Activities," and automatically log Calls on the Contact, Account, and Opportunity objects. Notes and Tasks are also associated directly with the Lead object.
Steps to connect Salesforce
Go to diio settings › Integrations and find Salesforce in the "CRMs" group.
Turn on the Salesforce switch.
Log in to Salesforce with an account with the System Administrator profile.
Authorize the permissions requested by diio (read and write on Contacts, Accounts, Opportunities, Notes and Attachments, Tasks, Activities, and Custom Fields).
The integration is active for the entire organization.
Click "Configure" to open the "Salesforce Integration Settings" page and define what information travels and to which objects.
What diio creates in Salesforce
Key Notes: a "diio Note" is created in the "Notes and Attachments" section of the Contact, Opportunity, and Lead.
Commitments: "Tasks" are created in the "Activities" section of the Contact, Opportunity, and Lead
Calls: a "Call" is recorded in the "Activities" section.
Messages: a "Conversation Transcript" is created in the "Notes and Attachments" section.
Specific fields: Opportunity, Contact, or Account fields are filled according to the playbook configuration.
Create Opportunities: allows the executive to create Opportunities in Salesforce from a Contact, or associate a Contact with an existing Opportunity.
Salesforce has no meeting sync: diio does not log Meetings in Salesforce. There is also no automatic sync of LinkedIn messages (it's only available in HubSpot).