Has anyone with a Salesforce integration (or any other CRM) been able to create a public workflow that can be integrated with Salesforce? For the Salesforce integration to work, the workflow must have the correct Salesforce Opportunity ID and/or Account ID in the launch form. The problem is that we cannot pre-fill or edit the launch form for the customer. For the integration to work, the customer must get the Salesforce Account/Opportunity IDs from our seller and then enter them into the Ironclad launch form themselves. Although this could work theoretically, I suspect there will be human error in sending and entering the information. I would feel much more comfortable if the integration is made before the contract is sent to the customer. Has anyone dealt with this or implemented a workaround? I would love to hear if any one has experience implementing a public workflow that utilizes a CRM integration, specifically Salesforce. Thanks!
