How Salesforce admins build scalable customer workflows, in hours
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Why Salesforce admins choose EasySend
Digitize any customer process
Eliminate manual work
Collect & sync accurate data
Go-to-market faster
Together, EasySend and Salesforce accelerate customer workflow launches by 50%
Customize your journey so it’s native to your brand.
Scale your workflow with AI assistants that review, validate, and input customer data for you.
Current objects, permissions, and automation without rebuilding anything.
Built-in controls for data privacy, access, and audit-ready compliance.
Solve any use case, no matter how complex
Insurance
Insurance Quote
FNOL
Policy Update
Claims
Banking
Account Opening Form
Loan Application Form
Direct Deposit Authorization Form
Credit Card Application Form
Healthcare
Patient Intake
e-Consent
Medical History Report
HIPAA Authorization
Construction
Request for Proposal (RFP)
Building Permit Application
Contractor Agreement
Change Order
Real estate
Purchase Agreement
Lease Agreement
Rental Agreement
Listing Agreement
Entertainment
Licensing
Talent Contract
Distribution Agreement
Talent Release Form
Retail
Supplier Onboarding & Registration
Customer Onboarding
Employee Contract
Purchase Order
Work smarter in monday.com with EasySend
Insurance
Insurance Quote
FNOL
Policy Update
Claims
Banking
Account Opening Form
Loan Application Form
Direct Deposit Authorization Form
Credit Card Application Form
Healthcare
Patient Intake
e-Consent
Medical History Report
HIPAA Authorization
Construction
Request for Proposal (RFP)
Building Permit Application
Contractor Agreement
Change Order
Real estate
Purchase Agreement
Lease Agreement
Rental Agreement
Listing Agreement
Entertainment
Licensing
Talent Contract
Distribution Agreement
Talent Release Form
Retail
Supplier Onboarding & Registration
Customer Onboarding
Employee Contract
Purchase Order
Create any journey in seconds. Connect Salesforce and customize advanced business logic.
Add complex logic and calculations so your journeys adjust to the conditions presented.
Give your customers an experience that flows between devices with easy-to-access links.
Create a branded experience on any device with custom themes.
Automatically intake customer data to your Salesforce CRM and prefill journeys.
Assign customers, agents, and back-office staff different roles so they can collaborate live.
Assign custom roles and set up automatic reminders to keep the process moving forward.
Connect in real time, build better brand loyalty, and guide customers remotely.
Speak your customers’ language and support them across any channel.
Security you can rely on
