Bringing together the Growth Platform and Salesforce
Nitrogen + Salesforce
Nitrogen’s integration with Salesforce allows you to import clients from your CRM and sync client and portfolio Risk Numbers from Nitrogen Clients and Portfolios back into Salesforce.
How it Works
Sync Salesforce clients directly into Nitrogen and instantly tap into sophisticated analytics of holdings, accounts, and portfolios. When Risk Assessments and Portfolio Analysis paint a picture of misalignment, it’ll quickly put you on the right side of an ACAT form.
Once clients know their Risk Number and have bought into their investment plan, documentation of your fiduciary duty happens automatically in Salesforce.
Integration includes:
- Pull Contacts: Allow advisors to link Salesforce Contact to Nitrogen clients.
- Push Leads: Creates a new Contact in Salesforce with a connected Nitrogen Lead each time an investor completes the Lead Generation Questionnaire.
Learn More
To learn more about using the Nitrogen and Salesforce integration, visit our knowledge base article.
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