Salesforce Integration
Integrate Salesforce to automate your quote-to-cash processes, enhance lead-tracking, and get better customer visibility at scale.
Master your Salesforce data with the #1-ranked iPaaS
Celigo enables integration between Salesforce and any other application while providing scalable solutions for many business use cases.
Robust integration capabilities
Automatically sync data flows from Salesforce with customized integrations between Salesforce and other applications.
Full-featured prebuilt integrations
Celigo comes ready to go with integrations between Salesforce and popular tools such as Shopify, Amazon, HubSpot, Snowflake, and NetSuite.
Unparalleled integration expertise
Celigo has a proven track record of successfully implementing thousands of Salesforce integrations across many industries.
Use cases
Automate all your Salesforce business processes end-to-end with Celigo.
Quote-to-cash
Automate the quote-to-cash process by converting quotes and opportunities from Salesforce into sales orders or invoices in ERP systems. This integration reduces manual data entry, improves collaboration between sales and finance, and accelerates the sales cycle.
Ecommerce integrations
Connect Salesforce with ecommerce platforms to sync customer and order data. This gives sales teams a complete view of purchase histories, enabling better post-purchase engagement and customer retention.
Sales and customer support
Sync customer service data between Salesforce and support platforms to give sales teams visibility into customer issues. This enables proactive service, enhances relationships, and uncovers upsell opportunities during support interactions.
Subscription and contract management
Automate the syncing of contract and subscription data between Salesforce and ERP systems to manage renewals and billing. This ensures accurate invoicing and simplifies revenue recognition for subscription-based services.
Marketing automation
Sync leads and customer data between Salesforce, CRMs, and marketing platforms for more effective segmentation and targeted campaigns. This integration improves lead nurturing, enhances personalization, and aligns marketing and sales efforts, ultimately boosting marketing ROI.
Customer 360° view
Sync customer records between Salesforce and ERP systems to maintain a complete and consistent view of customer data across departments. This improves customer service, enhances cross-sell opportunities, and ensures teams have access to accurate customer information.
Project management integration
Integrate Salesforce with project management tools to manage customer-related tasks. This aligns sales and project teams, ensuring deliverables are tracked and completed efficiently.
Financial forecasting and reporting
Sync sales data from Salesforce into ERP systems to improve financial forecasting. This gives finance teams real-time visibility into the sales pipeline, resulting in more accurate revenue projections and better financial planning.
Data warehouse integration
Sync Salesforce data into data warehouses like Snowflake for advanced reporting and analytics. This provides real-time insights into sales trends and performance, improving decision-making and business intelligence.
Prebuilt Salesforce integrations
Don’t wait months for implementation. Celigo’s prebuilt integrations for Salesforce allow your team to get up and running quickly.
Sync Contacts between Act-On and Salesforce
Sync Accounts, Leads and Contacts between Salesforce and ActiveCampaign
Automate lead-to-cash with prebuilt integrations.
Automatically sync contacts with a HubSpot and Salesforce integration.
Sync List Members between Mailchimp and Salesforce
Sync Leads Between Marketo and Salesforce.
Sync Exchange Rates between OANDA Exchange Rates and Salesforce.
Sync Clients, Charges, Projects, Project Budgets, Project Tasks and Client’s Contact between OpenAir and Salesforce.
Automate lead-to-cash processes and get real-time visibility into back-office order, fulfilment, and financial operations by integrating Salesforce and NetSuite.
Celigo’s Salesforce – NetSuite SuiteBilling Integration Template syncs billing accounts, opportunities, orders, quotes, subscriptions, and billing data.
Sync items, price books, item inventories, orders, fulfillment, cancellations, and refunds between Salesforce Commerce Cloud and NetSuite.
Celigo’s Salesforce – Snowflake Template syncs account and campaign data from Salesforce into Snowflake tables, allowing you to automatically ingest customer data into Snowflake.
Easily export data from Snowflake to Salesforce and give your sales team real-time data to make informed decisions and engage customers effectively.
Automate quote-to-cash processes with Salesforce and Microsoft Dynamics 365 Business Central integrations.
Sync households/organizations, donations and events, pledges, and donor data between Salesforce and NetSuite.
Sync cases between Jira and Salesforce
Sync Leads between Salesforce and FTP.
Sync Opportunities and Accounts between Salesforce and QuickBooks.
Sync campaigns and campaign members between Salesforce and Eventbrite.
Sync Contacts between Freshdesk and Salesforce
Integrate ServiceNow and Salesforce for a complete view of your customers and project statuses.
Sync Leads between Salesforce and Slack.
Sync Customers between Stripe and Salesforce.
Integrate Zendesk and Salesforce and gain complete visibility into your customers and support escalations.
View all Celigo integrations
Explore hundreds of prebuilt connectors, integrations, and complete integration apps that allow you to quickly implement common integrations and automations—significantly reducing deployment time and effort.
Celigo Platform
Automate all your processes across
the enterprise with the right iPaaS
Scalable and robust
Whether processing hundreds, thousands, or millions of orders, enjoy infinite scalability for connecting applications with no restrictions on integrations or data volume.
Configurable and customizable
Celigo’s advanced configuration settings are built based on our experience seeing every imaginable use case, from individual settings to concurrency controls that help you scale.
Advanced functionality out of the box
Advanced features include payouts reconciliation, settlement reconciliation, sales tax reports, line-level promotions, order variances, gift cards, kit items, and more.
Easy monitoring and management
The intuitive integration monitoring, error management, data mapping, and real-time alerts make it easy to monitor and maintain automations directly on your Celigo dashboard.
