Connect Your CRM

Salesforce Integrations

Extend your Salesforce capabilities by connecting with external systems, APIs, and services. We build custom integrations tailored to your business needs.

An image showcasing Salesforce integration with external systems.

Our Integration Services

Whether you need a custom integration or a pre-built solution, we have the expertise to connect Salesforce with the tools your business needs.

Custom Integrations

Build custom integrations tailored to your specific business requirements and workflows. We work with any API or service.

Pre-Built Packages

Get started faster with our ready-to-implement integration packages. Popular integrations available for immediate deployment.

Chariot

Coming soon: An AI-powered tool that automatically scaffolds and builds Salesforce integrations based on your requirements.

Integration Capabilities

Our team has extensive experience connecting systems, even ones without a typical integration option. There's no schema too complex for us.

Third-Party API Integration

Connect Salesforce with external APIs to sync data, automate workflows, and extend functionality seamlessly.

Data Synchronization

Keep your Salesforce data in sync with other systems, ensuring consistency across platforms in real-time.

Listening to Webhooks

Set up Salesforce to listen for events in other systems and trigger workflows in Salesforce.

Ongoing Support

We provide maintenance and support to keep your integrations running smoothly as your needs evolve.

Benefits of Integration

Integrating Salesforce with your other business tools creates a seamless workflow that saves time, reduces errors, and improves productivity across your organization.

Automated Workflows

Eliminate manual data entry by automating data flow between your systems, saving time and reducing errors.

Real-Time Sync

Keep your data synchronized across platforms in real-time, ensuring your business can respond rapidly.

Scalability

Don't let duplicate data entry bottleneck your organization. Integrations helps put data in all the places you need it.

Cost Savings

We always start with a cost benefit analysis to ensure your volume justifies automation.

Our Integration Portfolio

Browse through our completed integrations. Many of these are available as pre-built packages for faster implementation.

Sendgrid

Sendgrid

Send mass email and get open and click rate analytics

  • Mass email campaigns directly from Salesforce
  • Open and click rate analytics
  • Automated email workflows
Marketing Sales
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ChatGPT

OpenAI

Package Available

AI-powered features for reviewing, summarizing, and drafting content

  • AI-powered content review and summarization
  • Automated email drafting
  • Quality assurance automation
All Industries
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QuickBooks

QuickBooks

Package Available

Sync accounting data between Salesforce and QuickBooks

  • Automated financial data synchronization of any record or datapoint
  • Create accounts, bills, payments, and more.
  • Bidirectional data flow
Financial Services Accounting
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Sage Intacct

Sage Intacct

Sync financial data and journal entries between Salesforce and Sage Intacct

  • Automated financial data synchronization of any record or datapoint
  • Create accounts, bills, payments, and more.
  • Bidirectional data flow
Financial Services Accounting
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Tratta

Tratta

Package Available

Generate payment links and collect payments from Salesforce

  • Generate payment links from Salesforce records
  • Secure payment collection
  • Automatic case closure on payment
Financial Services E-commerce
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Unit21

Unit21

Package Available

Automatically create cases from Unit21 alerts with custom review workflows

  • Automatic case creation from Unit21 alerts
  • Custom review and approval workflows
  • Criteria-based case routing
Financial Services Compliance
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Cvent

Cvent

Package Available

Bidirectional event data sync between Salesforce and Cvent with mobile app integration

Events Marketing
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Candid

Candid

Package Available

Comprehensive non-profit data and charity verification with premium endpoint access

Non-Profit Philanthropy
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BambooHR

BambooHR

Sync employee data and employment status between Salesforce and BambooHR

  • Automatically provision or deactivate employees
  • Handle salary and promotion reviews in Salesforce then complete the updates in BambooHR
  • Bidirectional data flow
Human Resources HR
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Ready to Build Your Integration?

View our integration portfolio or get in touch to discuss your custom integration needs.