Skip to Main Content
Preset Feature Feedback
Status Needs review
Categories New feature
Created by Juliann Forbes
Created on Mar 25, 2024

Commenting: Sync with CRM

What is the problem or goal the end user is trying to solve or accomplish?

For teams who share data with their customers, they would like to use Preset's commenting feature to communicate with their customers, many teams manage their customer relationships using Salesforce & Hubspot (CRMS) and would like to sync Preset dashboard comments with theses tools

How are they solving it currently?

N/A

What is the recommended solution by the Customer?

Create an integration with Salesforce/hubspot to coordinate customer communications

  • Attach files
  • +1