Salesforce CRM Integration & Automation
- Faster
- Smarter
- More Powerful
Key Highlights
Unified Customer Data
Contacts, accounts, and opportunities flow bi-directionally between Salesforce and your back-office systems.
Accelerated Sales Cycles
Close deals faster when quotes, orders, and invoices sync automatically.
Real-Time & Scheduled Sync
Choose instant webhook triggers or batch runs on your timetable.
Low-Code Deployment
A visual mapper lets anyone build or update workflows without deep coding skills.
Enterprise-Grade Security
AES-256/TLS encryption and ISO 27001 compliance keep your data safe.
Automated Error Recovery
Auto-retry failed records with customizable alerts and a clear Sync Info dashboard.
Unlimited Scale
Handle multiple Salesforce orgs, tenants, and new apps without reworking flows.
“Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.”
– Hans Engstrom, Christiana Bikes
B2B AUTOMATION
Where Salesforce CRM Integration Meets Automation
Imagine a new lead in Salesforce instantly creating a customer record in your ERP—and order updates flowing back to opportunities. Our salesforce crm integration solution handles:
- Contacts & Leads: Bi-directional sync of names, emails, phone numbers, and lifecycle stages.
- Accounts & Opportunities: Keep account data and deal stages aligned across systems.
- Quotes, Orders & Invoices: Auto-create ERP sales orders and push invoice data back to Salesforce.
- Custom Objects & Tables: Map any Salesforce object or custom ERP table via REST APIs.
- Support Tickets & Activities: Sync cases and tasks between Salesforce and your service desk.
What You Get
Features You Get With Our Salesforce CRM Integration
Low-Code ProcessFlows
Drag-and-drop interface for easy workflow creation.
Two-Way Data Sync
True bi-directional updates—no one-way shortcuts.
Event-Driven & Scheduled Triggers
Webhooks for near-real-time or minute-interval batch syncs.
Custom Object Support
Map any out-of-the-box or custom record without code.
Error-Handling & Notifications
Automated retries, email alerts, and a detailed Sync Info dashboard.
Multi-Tenant Architecture
Manage multiple Salesforce orgs or client portals from one console.
Prebuilt Connectors
Off-the-shelf templates for top ERPs, eCommerce platforms, and support systems.
Endpoints for Salesforce ↔ ERP/eCommerce Integration
| ENDPOINT | DIRECTION | DETAILS |
|---|---|---|
| CONTACTS & LEADS | Salesforce ↔ ERP | Sync profiles, emails, phones, lifecycle stages. |
| ACCOUNTS & COMPANIES | Salesforce ↔ ERP | Bi-directional mapping of account data and custom fields. |
| OPPORTUNITIES ↔ ORDERS | Salesforce → ERP → Salesforce | Map deals to orders and back with taxes, discounts, shipping. |
| QUOTES & INVOICES | ERP → Salesforce | Push quotes and invoice details into Salesforce. |
| CASES & ACTIVITIES | Salesforce ↔ Service Desk | Sync support tickets, statuses, and notes. |
| CUSTOM OBJECTS | Salesforce ↔ Any App | Exchange any REST-exposed object or custom table data. |
INTEGRATION GUIDE
How Does the Workflow Run End-to-End?
01
Event Trigger
02
Flow Initiation
03
Data Mapping
04
ERP Entry
05
Back-Sync
06
Monitor & Heal
INTEGRATION BROCHURE
Download the Full Integration Guide | ISO 27001 Secured
Inside you’ll find:
- Integration Blueprints: Visual data flows and prebuilt ProcessFlows.
- Deployment Best Practices: Tips to accelerate go-live and avoid pitfalls.
- Security & Compliance: AES-256/TLS, ISO 27001, GDPR, SOC 2.
- Customer Success Stories: Real examples of faster ROI and error reduction.
Streamlined Quote-to-Cash Process
Lead Capture
New leads in Salesforce trigger customer creation in ERP.
Quote & Order
APPSeCONNECT posts orders to ERP and syncs back statuses.
Invoicing & Payment
ERP invoices post into Salesforce; payments reconcile automatically.
Fulfillment Sync
Shipment and service updates flow back to Salesforce in real time.
How Can You Get Started with APPSeCONNECT?
| Features | APPSeCONNECT | Celigo | Zapier | Boomi |
|---|---|---|---|---|
| Bi-Directional Contacts & Accounts Sync | ✅ | ✅ | ✅ | ✅ |
| Deal-to-Order & Invoice Mapping | ✅ | ✅ | ❌ | ✅ |
| Real-Time & Scheduled Sync | ✅ | ✅ | ✅ | ✅ |
| Low-Code Visual Flow Designer | ✅ | ✅ | ✅ | ❌ |
| Custom Object & Field Mapping | ✅ | ❌ | ❌ | ✅ |
| Automated Error Recovery & Alerts | ✅ | ❌ | ❌ | ✅ |
| Multi-Tenant / Multi-Org Support | ✅ | ❌ | ❌ | ✅ |
- Select Connectors: Choose Salesforce CRM and your business apps.
- Map Fields: Drag and drop contacts, accounts, opportunities, and transactions.
- Deploy & Schedule: Enable webhooks for real-time or set batch sync intervals.
- Monitor & Heal: Use Sync Info to retry or correct failures instantly.
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INTELLIGENT DATA FLOW
How Do Intelligent Data Flows Boost Your ROI?
Visual Designer
Build or tweak flows without scripts.
Event-Driven Triggers
Near-real-time sync on any Salesforce event.
Batch & Parallel Processing
Scale to thousands of records at once.
Transform Nodes
Clean, enrich, and map data on the fly.
Sync Flags
Ensure only new or changed records sync.
Alerts & Audit Trails
Instant notifications and full compliance history.
One Platform, Endless Integrations
Single Console: Manage all integrations and health metrics in one place.
Effortless Scaling: Add new systems or portals with no extra coding.
Frequently Asked Questions
Ready to Transform Salesforce CRM Workflows Today?
Companies automating their business through APPSeCONNECT
Customer Success Stories
With APPSeCONNECT, Hernon achieved a zero business downtime and levaraged the power of a fully automated and integrated solution to ensure business growth.
Related Resources
Articles and Guides to Help You With Your Integration and Automation Journey
