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New feature 🎊

New feature: Create personalized demos directly from specific opportunities in Salesforce!

Maya avatar
Shared by Maya • March 26, 2024

Hi friend,

Now, you can not only add CRM variables to templates, but also create and send interactive demos directly from Salesforce.

This means that your team can access any template directly from Salesforce and that your demos will be automatically linked to the originating opportunity because they were created directly in the CRM.

In addition, if your template includes CRM variables, they'll be automatically filled in with information from the opportunity it’s linked to.

All so you never have to leave your Salesforce workflows.

To learn more, check out this Walnut demo or read the article.

FYI: This feature is only accessible by installing the Walnut app within Salesforce.