The sheet still gets filled
The day’s visits show in PeopleG. A Google Sheet can take the same rows when you connect one. The person in the field does not learn a new screen.
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An app to type in, or a call.
Sales force apps are useful in the office. In the field, a call or a voice note is what the rep will actually finish.
Where an app still helps
Planning the day, stock, and orders can stay in the system you already use. PeopleG is the way the visit report gets written.
A system you already run
Zoho and Salesforce are not connected yet. A webhook is the path when your own app should receive the report. That delivery is not sending yet.