Salesforce is the go-to choice for comprehensive AMS and CRM solutions in the insurance sector. Integrating data from XILO Forms into Salesforce is a game-changer for agencies, smoothing out data entry into CRM/AMS systems. Plus, XILO enables pulling data from Salesforce to populate forms, creating a fully integrated system that converses effortlessly with your raters, AMS, and more.
Connecting to Salesforce through XILO is a secure and simple process. Input your Salesforce login credentials into our safeguarded locker. A XILO Customer Success Manager will then enable the integration, providing you the capability to push to or pull data from your Salesforce organization with efficiency.
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