A company using Salesforce and Smartsheet was spending valuable time transferring Request-For-Proposals (RFPs) from their CRM, Salesforce, into Smartsheet.
The Solution – Connect Salesforce, Smartsheet, and Dropbox
To solve this problem, Azuqua automated the entire RFP process. Now, when an RFP is received, it instantly sends from Salesforce into an RFP tracker in Smartsheet. For each new entry, this automation spins up a project sheet for that specific RFP in Smartsheet and populates it with the necessary data from Salesforce. Once the baseline information is met, users check a box within Smartsheet that spins up the required documentation and drops it into a specified folder within Dropbox.
What this automation does is streamline the RFP process by eliminating manual transferring of key information from Salesforce into Smartsheet. More importantly, this automation eliminates a laundry list of mundane manual work, improving employee experience and enabling them to focus on more value-added activity. Interested in learning more about this use case and how automation can redefine the way you get work done with Azuqua? Read the ebook here.