ShareFile

Integrations

February 22, 2024

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Eliminate manual data entry and duplicate effort by automatically syncing prospective client data, saving time and reducing data entry errors.

Utilize these integrations when using ShareFile:

Video: Integrations

The following 2 minute video provides information on how Salesforce and QuickBooks are integrated with ShareFile.

Integrating QuickBooks

Use the following steps to add QuickBooks Customers to your ShareFile account.

From your ShareFile dashboard, navigate to Apps > Third Party Integrations.
For Quickbook Customers, select Add.

The Connect ShareFile to your QuickBooks account popup displays.
Select Next.

The Please select your company screen displays.
Select or search for a company or firm.
Select or search for a client.
Select Next.
Navigate in ShareFile to People > QuickBooks Customers.
Select or use search to locate a prospects.
Select Send Client Agreement.
Choose from the available client agreement templates.
Review the auto-fill information provided by the integrated QuickBooks Customers for verification.
Select Send. This creates a folder for the new client.

The “Client agreement successfully sent.” confirmation message displays briefly.

Integrating Salesforce

Use the following steps to add Salesforce Leads to your ShareFile account and send a client agreement.

From your ShareFile dashboard, navigate to Apps > Third Party Integrations.
For Salesforce Leads, select Add.

The Salesforce sign on page displays.
Type in your Salesforce credentials.
Select Log In.
Navigate in ShareFile to People > Salesforce Leads.
Select or use search to locate a lead.
Select Send Client Agreement.
Choose from the available client agreement templates.
Review the auto-fill information provided by the integrated Salesforce Leads for verification.
Select Send. This creates a folder for the new client.

The “Client agreement successfully sent.” confirmation message displays.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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Integrations

February 22, 2024

Contributed by:

February 22, 2024

Contributed by:

Integrations

Video: Integrations

Integrating QuickBooks

Integrating Salesforce

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