Connecting with external services (PC application)

Here we will introduce a summary of external services and how connecting with them can be done

 

Summary of the Sansan API

Integration with other systems by using APIs

 

Connecting with Zapier

Integration with Zapier

 

Salesforce integration

What Salesforce integration is / Salesforce editions that can be integrated with

Chart for Salesforce fields handled

FAQs for Salesforce integration

Integrating data with Salesforce

Creating custom fields and buttons for transferring data to Salesforce

Checking permission to access fields