Private market operations thrive on two things: precise investor data and streamlined workflows. But in today’s digital landscape, maintaining those standards shouldn’t require manual data entry or costly development resources.

That’s why Anduin has launched a no-code Salesforce integration to streamline fund subscriptions. This out-of-the-box integration will free your team from outdated processes, minimize risk, and keep your CRM always up-to-date.

With this integration, your Salesforce is automatically updated with the latest investor data pulled directly from subscription documents. This ensures that all downstream teams have access to the same refreshed data.

No more manual updates, no more fragmented data, just a single, reliable source of truth that keeps everyone aligned. 

Why This Integration Is Essential

One-Click Workflows

Time is precious, and every minute spent on manual workflows is a minute not spent on delivering value to your investors.

With one-click triggers, inviting investors to participate in fund subscriptions is not just quick—it’s efficient. This ensures both speed and precision throughout the subscription process.

Peace of Mind

Once activated, this integration works seamlessly in the background, with no ongoing maintenance needed. If your team has limited development resources, this feature is essential. You stay in control, while Anduin handles the heavy lifting.

It’s time to eliminate manual data entry, keep your teams aligned, and empower your firm with accurate, auto-refreshed information.

How It Works

Integrating Anduin with Salesforce is as easy as 1-2-3. Here’s how:

• Authorize the link between Anduin and Salesforce.
• Select the integration, triggers, and data you want to sync.
• Watch as your CRM stays up-to-date, effortlessly enhancing your team’s efficiency.

Watch how the automated workflow enhances your operations in real time.

To learn more about Salesforce and other out-of-the-box integrations with Anduin, contact us at contact@anduintransact.com.