Salesforce Integration

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

Salesforce Integration Apps

Integration Apps are prebuilt, fully managed integration applications for popular business applications. With fast and easy setup, Integration Apps are supported and maintained as standalone SaaS applications with automatic and continuous upgrades.

Integration Templates are packages of integration flows for integrator.io that can be installed, configured, modified, duplicated, or deleted. Unlike Integration Apps, integration templates are not supported nor maintained as standalone SaaS applications.

Integration App
Celigo

Microsoft Dynamics 365 Business Central – Salesforce

microsoft salesforce integration
Sync accounts, contacts, opportunities, and sales orders between Dynamics 365 and Salesforce
Integration App
Celigo

NetSuite – Salesforce

Sync customers, contacts, opportunities, sales orders, financials, and more between NetSuite and Salesforce to automate the entire lead-to-cash process

Salesforce Integration Templates

Integration Template
Celigo

Act-On – Salesforce

Sync contacts between Act-On and Salesforce

Integration Template
Celigo

ActiveCampaign – Salesforce

Sync accounts, leads, and contacts between Salesforce and ActiveCampaign

Integration Template
Celigo

Acumatica – Salesforce

Sync customers, contacts, sales orders, financials, and more between Salesforce and Acumatica

Integration Template
Celigo

Eventbrite – Salesforce

Sync campaigns and campaign members between Salesforce and Eventbrite

Integration Template
Celigo

FreshDesk – Salesforce

Sync contacts between FreshDesk and Salesforce

Integration Template
Celigo

HubSpot – Salesforce

hubspot salesforce integration

Sync contacts between HubSpot and Salesforce

Integration Template
Celigo

Jira – Salesforce

Sync cases between Jira and Salesforce

Integration Template
Celigo

Klaviyo – Salesforce

Sync between Klaviyo and Salesforce

Integration Template
Celigo

Mailchimp – Salesforce

Sync list members between Mailchimp and Salesforce

Integration Template
Celigo

Marketo – Salesforce

marketo salesforce integration

Sync leads between Marketo and Salesforce

Integration Template
Celigo

NetSuite – Salesforce Commerce Cloud

Sync items, price books, item inventories, orders, fulfillment, cancellations, and refunds between Salesforce Commerce Cloud and NetSuite

Integration Template
Celigo

NetSuite – Salesforce CPQ

Sync contract amends, contract renewals, and contracts between Salesforce CPQ and NetSuite

Integration Template
Celigo

NetSuite SuiteBilling – Salesforce

Sync billing accounts, opportunities, orders, quotes, subscriptions, and subscription change orders between Salesforce and NetSuite SuiteBilling

Integration Template
Celigo

NetSuite Social Impact – Salesforce Nonprofit

Sync between NetSuite Social Impact and Salesforce Nonprofit

Integration Template
Celigo

OANDA Exchange Rates – Salesforce

oanda salesforce integration

Sync exchange rates between OANDA and Salesforce

Integration Template
Celigo

OpenAir – Salesforce

Sync clients, charges, projects, project budgets, and project tasks between OpenAir and Salesforce

Integration Template
Celigo

QuickBooks – Salesforce

Sync opportunities and accounts between QuickBooks and Salesforce

Integration Template
Celigo

ServiceNow – Salesforce

Sync accounts, cases, contacts, and contracts between Salesforce and ServiceNow

Integration Template
Celigo

Slack – Salesforce

oanda salesforce integration

Sync leads between Salesforce and Slack

Integration Template
Celigo

Snowflake – Salesforce

oanda salesforce integration

Merges data from the Snowflake staging table to the Snowflake main table

Integration Template
Celigo

Snowflake – Salesforce Reverse ETL

Easily export data from Snowflake to Salesforce and give your sales real-time data to make informed decisions and engage customer effctively

Integration Template
Celigo

Stripe – Salesforce

Sync customers between Stripe and Salesforce

Integration Template
Celigo

Zendesk Support – Salesforce

Sync accounts, contacts, and cases between Salesforce and Zendesk Support

Integration Template
Celigo

Salesforce – FTP

Sync leads between FTP and Salesforce

Top Use-Cases for Salesforce Integrations

Lead-to-cash automation
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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.

 

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.

 

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.

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

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“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.”

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

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