Salesforce

AutoRFP.ai's Salesforce integration embeds RFP capabilities directly into your Salesforce environment through a lightweight, powerful widget that appears on your Opportunity Record pages. This strategic placement allows sales teams to initiate and track RFP responses without leaving their familiar Salesforce workspace, maintaining momentum throughout the sales process.

The integration connects to your Salesforce instance through a secure, organization-level installation via the Salesforce AppExchange. Once installed, the AutoRFP.ai widget can be easily added to your Opportunity Record pages using Salesforce's Lightning App Builder. This provides your sales team with one-click access to create new RFP projects, automatically pulling relevant opportunity data into the response process.

Setting up the integration is straightforward – install the app from AppExchange, add the widget to your Opportunity Record page using Lightning App Builder, and activate the changes. The widget immediately becomes available across all your organization's opportunities, allowing teams to launch RFP responses directly from Salesforce.

This integration is particularly valuable for sales-driven organizations that manage their pipeline in Salesforce. By bridging the gap between opportunity management and RFP response processes, teams can work more efficiently and maintain better visibility into their RFP projects, ultimately helping them close deals faster.