OttaPen

CRM integration

SalesforceEnterprise sending, governed by your existing model.

Handwrytten runs inside the object model and permission structure you already maintain, so sending rights follow your roles rather than a separate list.

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What you get

Built for theway you work.

  • Custom object support

    Trigger from standard or custom objects with a Flow or Process Builder action.

  • Permission-aware

    Sending rights follow your existing profiles and permission sets.

  • Bulk-safe

    Batched sends respect governor limits on large data volumes.

  • Activity logging

    Cards are logged as activities against the related record.

Setup

ConnectingSalesforce.

  1. 01

    Step 1

    Install the managed package.

  2. 02

    Step 2

    Assign the permission set.

  3. 03

    Step 3

    Add the send action to a Flow.

  4. 04

    Step 4

    Validate in a sandbox before production.

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Get started

Ready to sendfrom Salesforce?

Book a walkthrough and we'll set the first automation up with you.

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