Measurable Value
Our Integration Portfolio
Explore the integrations we've built for clients. Each integration is tailored to specific business needs and can be customized for your organization.
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
ChatGPT
OpenAI
AI-powered features for reviewing, summarizing, and drafting content
- AI-powered content review and summarization
- Automated email drafting
- Quality assurance automation
QuickBooks
QuickBooks
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
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
Tratta
Tratta
Generate payment links and collect payments from Salesforce
- Generate payment links from Salesforce records
- Secure payment collection
- Automatic case closure on payment
Unit21
Unit21
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
Cvent
Cvent
Bidirectional event data sync between Salesforce and Cvent with mobile app integration
Candid
Candid
Comprehensive non-profit data and charity verification with premium endpoint access
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
Don't See What You Need?
We can build custom integrations for any service or API. Get in touch to discuss your requirements.