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.
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.
Microsoft Dynamics 365 Business Central – Salesforce
NetSuite – Salesforce
Sync customers, contacts, opportunities, sales orders, financials, and more between NetSuite and Salesforce to automate the entire lead-to-cash process
SAP Business ByDesign – Salesforce
Sync accounts, opportunities, and sales orders between Salesforce and SAP Business ByDesign
Salesforce Integration Templates
Act-On – Salesforce
Sync contacts between Act-On and Salesforce
ActiveCampaign – Salesforce
Sync accounts, leads, and contacts between Salesforce and ActiveCampaign
Acumatica – Salesforce
Sync customers, contacts, sales orders, financials, and more between Salesforce and Acumatica
Eventbrite – Salesforce
Sync campaigns and campaign members between Salesforce and Eventbrite
FreshDesk – Salesforce
Sync contacts between FreshDesk and Salesforce
HubSpot – Salesforce
Sync contacts between HubSpot and Salesforce
Jira – Salesforce
Sync cases between Jira and Salesforce
Klaviyo – Salesforce
Sync between Klaviyo and Salesforce
Mailchimp – Salesforce
Sync list members between Mailchimp and Salesforce
Marketo – Salesforce
Sync leads between Marketo and Salesforce
NetSuite – Salesforce CPQ
Sync contract amends, contract renewals, and contracts between Salesforce CPQ and NetSuite
NetSuite SuiteBilling – Salesforce
Sync billing accounts, opportunities, orders, quotes, subscriptions, and subscription change orders between Salesforce and NetSuite SuiteBilling
NetSuite Social Impact – Salesforce Nonprofit
Sync between NetSuite Social Impact and Salesforce Nonprofit
OANDA Exchange Rates – Salesforce
Sync exchange rates between OANDA and Salesforce
OpenAir – Salesforce
Sync clients, charges, projects, project budgets, and project tasks between OpenAir and Salesforce
QuickBooks – Salesforce
Sync opportunities and accounts between QuickBooks and Salesforce
ServiceNow – Salesforce
Sync accounts, cases, contacts, and contracts between Salesforce and ServiceNow
Slack – Salesforce
Sync leads between Salesforce and Slack
Stripe – Salesforce
Sync customers between Stripe and Salesforce
Zendesk Support – Salesforce
Sync accounts, contacts, and cases between Salesforce and Zendesk Support
Salesforce – FTP
Sync leads between FTP and Salesforce
Top Use-Cases for Salesforce Integrations
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.
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.
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.
Sr. Solutions Architect, Business Operations,
Chief Information Officer
Ready to take the next step?
Speak to an Integration Specialist today!