Salesforce integration

Salesforce stands as a comprehensive platform, offering users a diverse array of tools and features. However, users often find themselves compelled to switch between platforms and leverage other software to execute specific processes.
Salesforce integration services

Salesforce stands as a comprehensive platform, offering users a diverse array of tools and features. However, users often find themselves compelled to switch between platforms and leverage other software to execute specific processes. Our Salesforce integration services aim to bridge this gap, providing a centralized platform that integrates functionalities from various entities.

In essence, Salesforce integration involves the process of merging the features of Salesforce with those of a third-party application or server. Tailored to offer Salesforce users an optimal blend of CRM and the integrated platform, our integration services bring together Salesforce data and data from the third-party application onto a unified interface.

Salesforce integration can be achieved through the installation of a dedicated application from Salesforce AppExchange or by implementing a customized integration using code. Developers and consultants can adopt various integration patterns to seamlessly integrate data between the two platforms.

These patterns include:

  • Migration pattern and Aggregation pattern
  • Bi-directional pattern and Correlation pattern
  • Broadcast pattern

Factors we consider together with you before a Salesforce integration

Type of integrations

Considering your specific requirements, we will assist you in determining the most suitable type of Salesforce integration for your needs. The primary types of Salesforce integrations encompass Real-time Integration, Real-time Mashups, Batch Integration, and AppExchange Integration. Each type of integration is well-suited for different scenarios. For instance, real-time integration is recommended when a new record is created, ensuring immediate updates on both platforms. Opting for any other type of integration may introduce delays in synchronization, necessitating manual reconciliation of data by users.

The services rendered by our administrators, along with their responsibilities in Salesforce administration, can be categorically divided into five distinct phases based on specific time intervals.

Let us take an in-depth look at all the details our administrators are handling for your organization:

Options of assistance

Before proceeding with Salesforce integration, it’s crucial to determine the entity responsible for offering assistance in troubleshooting any problems that may arise.

With our Salesforce integration services, you can be confident that we will provide comprehensive support both before, during, and after the integration process.

Salesforce integration
Data management

The data transfer frequency

Finally, we consider the frequency at which data is transferred between Salesforce and the other applications or systems. We prioritize addressing all pertinent details necessary for the seamless transition of data across varying frequencies. Once a comprehensive understanding of the data adjustments and objectives for the development of the integrated platform is achieved, attention can be directed towards determining the optimal data transfer frequency.

Why choose our Salesforce integration services:

  • Centralized database.
  • Better productivity.
  • Increased accuracy.
  • Ideal for non-technical users.
  • Seamless workflow automation.
  • Making data easily accessible.
  • Insightful reporting.
  • Seamless communication and collaboration.
  • A holistic view of your customers.
Salesforce integration

In short, our assistance in integrating Salesforce will optimize your operations and merge CRM databases and applications for unified workflows. It will streamline processes, reduce errors, and enhance productivity as your employees navigate a singular interface. It will automate tasks seamlessly, synchronize data efficiently, and empower non-technical users with a low-code approach.

You will access consolidated datasets effortlessly, create customizable reports, and improve communication across departments. Integrate Salesforce with third-party applications for a 360-degree view of your customer interactions and enable personalized services.

Our services are tailored to enhance your business efficiency and better your customer understanding. 

Some of our Salesforce Integrations

Dropbox

Salesforce with Dropbox.

Quickbooks

Seamless Salesforce to Quickbooks Integration provides easy synchronization of Accounts, Products, Opportunity Closed to Customer, Jobs, Products and Invoice, Estimate or Sales Order in QuickBooks.

Authorize.Net

Salesforce with Authorize.Net

HubSpot

Salesforce with HubSpot

MailChimp

Salesforce is a cloud-based application that allows you to manage your sales leads and contacts. Built-in Salesforce with Mailchimp Integration allows to import Salesforce contacts to your MailChimp list, and view MailChimp campaign activity data in Salesforce.

Moodle

Salesforce with Moodle

Pardot

Salesforce with Pardot.

Paypal

Seamless online payments using PayPal Website Payments Pro with transactions posted automatically to Salesforce.

SageLive

Salesforce Integration with Sage Live , gives small businesses real-time data connecting CRM, accounting, and financial data, and can scale with a business.

Teamwork

Sync Teamwork Projects, Milestones, and Tasks directly in Salesforce. One way sync from Teamwork Projects to Salesforce allows you to bring Teamwork Projects, Milestones, Tasks, Task Lists, and Sub-Tasks in Salesforce and have a single view of all of your projects related activities in Salesforce.

Twillio

With help of Salesforce Twilio Integration, you will be able to send and receive SMS inside and outside Salesforce. This will also allow you make inbound and outbound calls from Salesforce with help of Twilio connector.

WordPress

Salesforce with Content Management System & eCommerce Integration – Improve Sales Processes Through Real-time Intelligence.

Xero

Streamline your accounting activities and keep a track of all your bills, income, and expenses by integrating Xero with Salesforce.

Salesforce consulting

SteelBrick

Accelerate channel sales and make it easy for partners to sell your products and services. As your partners generate quotes, your pipelines and forecasts are automatically updated.

Salesforce

NetSuite

With Salesforce Integration with Netsuite, you can create quotes or sales orders in NetSuite in real-time, directly from Salesforce.com.

Salesforce

Zapier

Salesforce with Zapier: Zapier gives you the power to integrate Salesforce with hundreds of other apps to automate your work.

Salesforce

Zendesk

Salesforce with Zendesk Integration: With Zendesk, you can give your sales and support teams a holistic view of your customers with a dynamic two-way data sharing integration between Zendesk and Salesforce.

Salesforce integration

DocuSign

DocuSign Integration with Salesforce helps us strong sales cycles, increase close rates, increase productivity, and reduce paper waste, resulting in savings of time. It allows us to quickly pull data from Salesforce objects like Lead, Account, Contact, Opportunity etc.

Contact us

Collaborate with us for complete IT solutions

We’re happy to answer any questions you may have and help you determine which of our services best fit your needs.

Your benefits:
What happens next?
1

We Schedule a call at your convenience 

2

We do a discovery and consulting meeting 

3

We prepare a proposal 

Schedule a free consultation