Integrating with CRM
Refer to these topics to better understand Tenant Onboarding and Integration for Salesforce and Microsoft Dynamics 365 CRMs.
Salesforce Integration
The Conga Advantage Platform integrates with Salesforce CRM, allowing customers to start quote creation in Salesforce and complete it in Conga. Approved quotes can be synchronized back to Salesforce for accurate forecasting. Minimize synchronized data to essential information, with Conga as the system of record for CPQ master data, including product, pricing, and configuration rules.
For more information, see Setting Up Salesforce Org with Advantage Platform.
Microsoft Dynamics 365 Integration
The integration of Microsoft Dynamics 365 with Conga Advantage Platform optimizes CPQ processes, enabling sales users to manage quotes, configure products, and sync data efficiently. Administrators should set up both systems with Conga's support.
For more information, see Integration of Microsoft Dynamics 365 with Conga Advantage Platform.