Salesforce Integration

提高生产力并从您的业务应用程序中释放更多价值
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Why Integrate Salesforce?

Salesforce是一个无价的工具,为无数的销售组织提供了动力. 然而,即使是最强大的工具,在有太多不同应用程序的系统中也会被削弱. Data silos bog down key processes, resulting in delays, costly errors, and even friction between departments.

Push Salesforce to the limit!

将Salesforce与其他业务应用程序集成可以消除这个瓶颈,并在您的系统中统一数据. 你可以通过这种方式实现的无限可能性包括自动获取现金, enhancing analytical capabilities, and gain greater visibility to customers and prospects. Connect Salesforce to anything with our Integrator.IO平台,并从您的业务应用程序中全面解锁更多价值.

Salesforce Integration Apps

Integration Apps 是为流行的业务应用程序预构建的、完全管理的集成应用程序吗. With fast and easy setup, 集成应用程序作为独立的SaaS应用程序得到支持和维护,具有自动和持续升级.

Integration Templates are packages of integration flows for integrator.可以安装、配置、修改、复制或删除的IO. Unlike Integration Apps, 集成模板不受支持,也不作为独立的SaaS应用程序进行维护.

Integration App
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Microsoft Dynamics 365 Business Central – Salesforce

microsoft salesforce integration
在Dynamics 365和Salesforce之间同步帐户、联系人、机会和销售订单
Integration App
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NetSuite – Salesforce

Sync customers, contacts, opportunities, sales orders, financials, 以及NetSuite和Salesforce之间的更多合作,以自动化整个从现金到现金的流程

Integration App
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SAP Business ByDesign – Salesforce

在Salesforce和SAP Business ByDesign之间同步帐户、机会和销售订单

Integration App
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Acumatica – Salesforce

在Salesforce和Acumatica之间同步客户、联系人、销售订单、财务等

Salesforce Integration Templates

Integration Template
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Act-On – Salesforce

Sync contacts between Act-On and Salesforce

Integration Template
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ActiveCampaign – Salesforce

同步Salesforce和ActiveCampaign之间的帐户、线索和联系人

Integration Template
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Eventbrite – Salesforce

Sync campaigns and campaign members between Salesforce and Eventbrite

Integration Template
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FreshDesk – Salesforce

Sync contacts between FreshDesk and Salesforce

Integration Template
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HubSpot – Salesforce

hubspot salesforce integration

Sync contacts between HubSpot and Salesforce

Integration Template
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Jira – Salesforce

Sync cases between Jira and Salesforce

Integration Template
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Klaviyo – Salesforce

Sync between Klaviyo and Salesforce

Integration Template
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Mailchimp – Salesforce

Sync list members between Mailchimp and Salesforce

Integration Template
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Marketo – Salesforce

marketo salesforce integration

Sync leads between Marketo and Salesforce

Integration Template
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NetSuite – Salesforce CPQ

同步Salesforce CPQ和NetSuite之间的合同修订、合同续订和合同

Integration Template
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NetSuite SuiteBilling – Salesforce

Sync billing accounts, opportunities, orders, quotes, subscriptions, 以及Salesforce和NetSuite SuiteBilling之间的订阅更改订单

Integration Template
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NetSuite Social Impact – Salesforce Nonprofit

Sync between NetSuite Social Impact and Salesforce Nonprofit

Integration Template
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OANDA Exchange Rates – Salesforce

oanda salesforce integration

Sync exchange rates between OANDA and Salesforce

Integration Template
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OpenAir – Salesforce

在OpenAir和Salesforce之间同步客户端、费用、项目、项目预算和项目任务

Integration Template
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QuickBooks – Salesforce

Sync opportunities and accounts between QuickBooks and Salesforce

Integration Template
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ServiceNow – Salesforce

在Salesforce和ServiceNow之间同步帐户、案例、联系人和合同

Integration Template
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Slack – Salesforce

oanda salesforce integration

Sync leads between Salesforce and Slack

Integration Template
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Stripe – Salesforce

Sync customers between Stripe and Salesforce

Integration Template
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Zendesk Support – Salesforce

同步Salesforce和Zendesk Support之间的帐户、联系人和案例

Integration Template
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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
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Improved analytics for Salesforce data
3
 

Lead-to-cash automation

Roadblocks in the Sales Cycle

收入的产生取决于财务和销售团队之间的密切合作. 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, 许多企业通过人工流程(比如来回发送电子邮件和输入电子表格)来处理这些关键交互,这些流程效率低下,错误丛生. The result? Bureaucratic bottlenecks, longer sales cycles, and lost opportunities. 不连贯的流程最终会成为扩展业务的障碍.

Smoothing out processes for a faster close

将您的现金流入流程与Salesforce连接器集成在一起,可以自动进行这种数据交换, 因此,每个团队都可以立即收到更新,而无需任何额外的输入或突发事件. Removing resource-intensive, 容易出错的手工流程使每个事务的回报最大化, leaving you to reap the benefits from larger deal sizes, shorter sales cycles, and higher customer retention. 通过Salesforce连接到其他应用程序,自动化数据交换可以保持业务增长的势头.

Integration Apps

Integration Templates

Salesforce – NetSuite

Sync opportunities, accounts, quotes, orders, financials, and other data with support for advanced features (e.g.,渠道销售,电子签名)与预先构建的Salesforce - NetSuite集成

Excel – Salesforce

Manage Your Salesforce Data in Real Time—Entirely Within Excel

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You will be directed to CloudExtend.io website for more information

Amazon Seller Central – SAP Business ByDesign

使用预先构建的Amazon- sap business ByDesign集成优化您的Amazon业务操作

Looking for a Specific Integration?

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Salesforce – NetSuite (SuiteBilling) Template

Sync Billing Accounts, Opportunities, Orders, Quotes, Subscriptions(Custom record), 以及Salesforce和NetSuite之间的订阅更改订单(自定义记录).

Salesforce Commerce Cloud – NetSuite

使用为Salesforce Commerce Cloud (Demandware)和NetSuite提供预构建集成的可安装墨盒来同步客户, order, fulfillment, inventory, and other key data

Acumatica – Salesforce

Acumatica和Salesforce之间同步帐户,联系人,机会和销售订单

Salesforce Commerce Cloud (FTP) – Acumatica

Sync Item Inventories, Items, Price books, Fulfillments, Customers and Orders between Salesforce Commerce Cloud and Acumatica.
 

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. 产品使用和网站分析等数据可以帮助您更好地了解您的潜在客户, 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, 其他系统可以让你全面了解你的潜在客户. 利用这些数据推断潜在客户的关键见解,使您能够围绕他们的活动定制销售策略. Building strong relationships (and consequently, the growth of your business) depends on visibility across the board.

Integration Apps

Salesforce-微软动态365商业中央集成应用程序

Prebuilt integration to automate accounts, customers, contacts, opportunities, Salesforce和Microsoft Dynamics 365 Business Central之间的销售订单等

Salesforce – SAP Business ByDesign

Prebuilt integration to synch accounts, Salesforce和SAP Business ByDesign之间的机会和销售订单

Freshdesk – Salesforce

Sync contacts between Freshdesk and Salesforce

Acumatica – Salesforce

Acumatica和Salesforce之间同步帐户,联系人,机会和销售订单
 

Improved analytics for Salesforce data

The problem with trapped data

数据为足球外围最靠谱的平台所做的一切提供动力——没有它就不可能做出关键决策. However, 仅从Salesforce的原生报告功能就很难深入了解如何锁定潜在客户和客户.

Unlocking even more value from Salesforce for BI

With Salesforce integrations, 您可以自动将数据导入到您选择的BI工具中,以解锁关于销售趋势的整体洞察. 利用Salesforce的全部分析资源检查数据,可以帮助您更好地决定下一个活动的重点. 通过Salesforce数据集成,扩展您的分析潜力,并从应用程序中释放更多价值.

Integration Templates

Salesforce – Eventbrite

在Salesforce和Eventbrite之间同步活动和活动成员

Salesforce – Jira

Sync Issues and Cases between Salesforce and Jira.

Salesforce – Zendesk

Sync Accounts, Contacts and Cases between Salesforce and Zendesk.

Looking for a Specific Integration?

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Michael Ramos

Sr. Solutions Architect, Business Operations,

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“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 足球外围 into this process was essential.”

Emmanuelle Gutterman

Chief Information Officer

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“The Salesforce – NetSuite Integration App is fantastic. 这是一个前瞻性的解决方案,嵌入在Salesforce和NetSuite中. It’s configurable, which is super important for us. 足球外围最靠谱的平台总是希望以一种随时间演进的方式控制足球外围最靠谱的平台如何连接Salesforce和NetSuite.”

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