Home | Connectors | OpenText Core Capture Services | OpenText Core Capture Services - Salesforce CRM Integration and Automation
Data flow: OpenText Core Capture Services ? Salesforce CRM
Capture incoming forms, scanned applications, and emailed customer documents, then extract key fields such as contact details, company name, product interest, and request type. Push the structured data into Salesforce to create or update leads, contacts, and accounts automatically.
Business value: Reduces manual data entry, speeds up lead response times, and improves data accuracy for sales and service teams.
Data flow: OpenText Core Capture Services ? Salesforce CRM
Use OpenText to classify and extract information from onboarding packets, signed agreements, tax forms, and identity documents. Send the extracted data and document references into Salesforce to support onboarding case creation, customer record completion, and task assignment to internal teams.
Business value: Shortens onboarding cycle times, improves compliance tracking, and gives sales and service teams a complete view of onboarding status.
Data flow: OpenText Core Capture Services ? Salesforce CRM
Automatically process customer letters, complaint forms, and support requests received through mail or email. Classify the content, extract issue details, and create Salesforce cases with priority, category, and customer identifiers.
Business value: Ensures faster case routing, reduces missed requests, and improves customer service responsiveness.
Data flow: OpenText Core Capture Services ? Salesforce CRM
Capture signed contracts, amendments, order forms, and supporting documentation, then attach them to the correct Salesforce account, opportunity, or case based on extracted metadata or matching rules.
Business value: Gives sales, legal, and service teams immediate access to relevant documents without searching across multiple repositories.
Data flow: OpenText Core Capture Services ? Salesforce CRM
When customer-submitted invoices, credit notes, or billing disputes are received, extract invoice numbers, account references, and dispute details. Update Salesforce accounts or cases so customer-facing teams can track billing issues and communicate status accurately.
Business value: Improves coordination between finance and customer service, reduces duplicate follow-up, and supports faster dispute resolution.
Data flow: OpenText Core Capture Services ? Salesforce CRM
Process all incoming customer mail centrally, classify it by business function, and route it into Salesforce as cases, tasks, or record updates. Examples include complaints, renewal requests, address changes, and service notifications.
Business value: Replaces manual mail sorting, improves SLA compliance, and creates a consistent intake process across departments.
Data flow: OpenText Core Capture Services ? Salesforce CRM
Extract data from RFQs, product specification sheets, and customer-submitted forms, then enrich Salesforce opportunities with relevant details such as requested products, quantities, deadlines, and decision-maker information.
Business value: Helps sales teams qualify opportunities faster, improves forecasting quality, and supports more informed follow-up.
Data flow: Salesforce CRM ? OpenText Core Capture Services
Use Salesforce customer records to validate incoming documents and match them to the correct account or case. In return, use captured document data to update missing or changed customer information in Salesforce, such as addresses, contact details, or account references.
Business value: Improves master data quality, reduces duplicate records, and keeps customer information current across teams.
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