Business Problem:
Currently, respond.io only integrates with the Salesforce Contact object and lacks visibility into related Opportunities, which represent deals in progress. For sales teams using Salesforce as their CRM, not being able to view or reference Opportunities directly from respond.io makes it difficult to personalize conversations or track deal progress during real-time interactions.
As a result, sales reps must switch between platforms to access deal information, leading to workflow fragmentation, slower responses, and missed opportunities for timely follow-ups.
Desired Outcome:
Enable support for the Salesforce Opportunity object within respond.io, allowing users to:
  • View opportunities associated with a contact directly from respond.io
Use Cases:
A sales rep chatting with a prospect can reference the current deal stage or expected close date without leaving respond.io