Salesforce Integration

Boost productivity and unlock even more value from your business applications
Q
Q

Powered by integrator.io, the premier iPaaS

Why Integrate Salesforce?

Salesforce is an invaluable tool that powers countless sales organizations. However, even the most powerful tools are undermined in systems with too many disparate applications. Data silos bog down key processes, resulting in delays, costly errors, and even friction between departments.

Push Salesforce to the limit!

Integrating Salesforce with other business applications eliminates this bottleneck and unifies data across your systems. Some of the boundless possibilities you can accomplish with this include automating lead-to-cash, enhancing analytical capabilities, and gain greater visibility to customers and prospects. Connect Salesforce to anything with our Integrator.io platform and unlock even more value from your business applications across the board.

Top Use-Cases for Salesforce Integrations

Lead-to-cash automation
3
Enhanced lead tracking
3
Improved analytics for Salesforce data
3
 

Lead-to-cash automation

Roadblocks in the Sales Cycle

Revenue generation depends on close collaboration between your finance and sales teams. For example, sales teams need up-to-date pricing information to generate quotes, and finance teams need to know when a sale is made to begin billing. However, many businesses handle these key interactions through manual processes (such as sending emails back-and-forth and keying in spreadsheets) that are inefficient and rife with errors. The result? Bureaucratic bottlenecks, longer sales cycles, and lost opportunities. Disjointed processes ultimately serve as a roadblock to scaling your business.

Smoothing out processes for a faster close

Integrating your lead-to-cash process with Salesforce connectors automates this data exchange, so each team can receive immediate updates without any additional inputs or contingencies. Removing resource-intensive, error-prone manual processes maximizes the return on each transaction, leaving you to reap the benefits from larger deal sizes, shorter sales cycles, and higher customer retention. Automating the data exchange with Salesforce connections to the rest of your applications keeps the momentum going for your growing business.

Integration Apps

Integration Templates

Salesforce – NetSuite

Sync opportunities, accounts, quotes, orders, financials, and other data with support for advanced features (e.g., channel sales, e-signature) with a prebuilt Salesforce – NetSuite integration

Excel – Salesforce

Manage Your Salesforce Data in Real Time—Entirely Within Excel

*Celigo CloudExtend
You will be directed to CloudExtend.io website for more information

Amazon Seller Central – SAP Business ByDesign

Optimize your Amazon business operations with the pre-built Amazon-SAP Business ByDesign Integration

Looking for a Specific Integration?

Let Us Know

Salesforce – NetSuite (SuiteBilling) Template

Sync Billing Accounts, Opportunities, Orders, Quotes, Subscriptions(Custom record), and Subscription change orders(Custom record) between Salesforce and NetSuite.

Salesforce Commerce Cloud – NetSuite

Use an installable cartridge offering prebuilt integration for Salesforce Commerce Cloud (Demandware) and NetSuite to sync customer, order, fulfillment, inventory, and other key data

Acumatica – Salesforce

Sync accounts, contacts, opportunites and sales orders between Acumatica and Salesforce

Salesforce Commerce Cloud (FTP) – Acumatica

Sync Item Inventories, Items, Price books, Fulfillments, Customers and Orders between Salesforce Commerce Cloud and Acumatica.
 

Enhanced lead tracking

Missing out on the activities of your leads

Do you have full visibility into your leads?

While Salesforce is a powerful tool to track your leads, it doesn’t capture every activity they engage in. Data such as product usage and website analytics can help you better understand your leads, but are often siloed into disparate applications. Without a unified view between Salesforce and your other systems, it can be difficult to tell how engaged your leads really are.

Better data, better qualifications

Salesforce integrations with marketing automation, web tools, and other systems gives you complete visibility into your leads across the board. Deducing key insights about your leads with this data enables you to customize your sales strategy around their activity. Building strong relationships (and consequently, the growth of your business) depends on visibility across the board.

Integration Apps

Salesforce- Microsoft Dynamics 365 Business Central Integration Application

Prebuilt integration to automate accounts, customers, contacts, opportunities, sales orders and more between Salesforce and Microsoft Dynamics 365 Business Central

Salesforce – SAP Business ByDesign

Prebuilt integration to synch accounts, opportunities and sales orders between Salesforce and SAP Business ByDesign

Freshdesk – Salesforce

Sync contacts between Freshdesk and Salesforce

Acumatica – Salesforce

Sync accounts, contacts, opportunites and sales orders between Acumatica and Salesforce
 

Improved analytics for Salesforce data

The problem with trapped data

Data powers everything we do – it’s impossible to make critical decisions without it. However, it can be difficult to gain deep insights about how to target prospects and accounts from just the reporting capabilities native to Salesforce.

Unlocking even more value from Salesforce for BI

With Salesforce integrations, you can automatically import data into your BI tools of choice to unlock holistic insights about sales trends. Examining data from Salesforce with the full power of your analytical resources can help you make even better decisions about where to focus your next campaign. Expand your analytical potential and unlock further value from your applications with Salesforce data integrations.

Integration Templates

Salesforce – Eventbrite

Sync Campaigns and Campaign Members between Salesforce and Eventbrite

Salesforce – Jira

Sync Issues and Cases between Salesforce and Jira.

Salesforce – Zendesk

Sync Accounts, Contacts and Cases between Salesforce and Zendesk.

Looking for a Specific Integration?

Let Us Know

Michael Ramos

Sr. Solutions Architect, Business Operations,

PayPal Logo
“As a company, we bring in over 200 orders a week. If we were to still operate manually with our current order amount, it would be very labor and resource-intensive. We found bringing Celigo into this process was essential.”

Emmanuelle Gutterman

Chief Information Officer

PayPal Logo
“The Salesforce – NetSuite Integration App is fantastic. It’s a forward-thinking solution that’s embedded in both Salesforce and NetSuite. It’s configurable, which is super important for us. We always want to control how we connect Salesforce and NetSuite in a way that evolves over time.”

Celigo is a G2 Leading iPaaS vendor

See how others used Celigo to solve problems just like yours.

Ready to take the next step?

Speak to an Integration Specialist today!