Salesforce
Salesforce
Connect Salesforce with all your business tools. Leads, accounts and opportunity data sync automatically in real time, formatted correctly and always up to date.
Connect Salesforce CRM with your favorite app
Connect Salesforce CRM with your favorite app
Supported Integration
With Accounting System
When your Salesforce account integrates with your accounting app, you can streamline invoicing, financial tracking, and administrative work through automation.
With Accounting
Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.
With Accounting
Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.
How does it work?
Salesforce syncs customer, order, and product details with your accounting system, enabling automated invoice creation, payment updates, and accurate financial records.
Orders
Order details captured in Salesforce are automatically pushed to the accounting system, where invoices or sales orders are generated based on mapped customer and product information.
Customers
Customer information stored in Salesforce syncs with the accounting tool, ensuring finance teams always have updated customer data for billing, credit checks, and communication.
Inventory
When Salesforce is connected with both inventory and accounting tools, stock levels update in real time, helping prevent stockouts and ensuring accurate costing.
How does it work?
Salesforce syncs customer, order, and product details with your accounting system, enabling automated invoice creation, payment updates, and accurate financial records.
Orders
Order details captured in Salesforce are automatically pushed to the accounting system, where invoices or sales orders are generated based on mapped customer and product information.
Customers
Customer information stored in Salesforce syncs with the accounting tool, ensuring finance teams always have updated customer data for billing, credit checks, and communication.
Inventory
When Salesforce is connected with both inventory and accounting tools, stock levels update in real time, helping prevent stockouts and ensuring accurate costing.
How does it work?
Salesforce syncs customer, order, and product details with your accounting system, enabling automated invoice creation, payment updates, and accurate financial records.
Orders
Order details captured in Salesforce are automatically pushed to the accounting system, where invoices or sales orders are generated based on mapped customer and product information.
Customers
Customer information stored in Salesforce syncs with the accounting tool, ensuring finance teams always have updated customer data for billing, credit checks, and communication.
Inventory
When Salesforce is connected with both inventory and accounting tools, stock levels update in real time, helping prevent stockouts and ensuring accurate costing.
With Marketing System
Integrating Salesforce with your marketing apps helps run targeted campaigns, automate communication, and increase lead engagement and conversions.
With Accounting
Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.
With Accounting
Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.
How does it work?
ou can transfer leads, customer data, and engagement history automatically between Salesforce and the marketing tool for accurate targeting and automation.
Leads
Capture leads from Salesforce and push them into your marketing app to run personalized email journeys and nurture workflows.
Customers
Customer data stored in Salesforce helps the marketing system create segments and targeted campaigns based on behavior and lifecycle stage.
Campaigns
Campaign performance updates sync between the marketing app and Salesforce, ensuring both systems stay aligned for reporting and follow-ups.
How does it work?
ou can transfer leads, customer data, and engagement history automatically between Salesforce and the marketing tool for accurate targeting and automation.
Leads
Capture leads from Salesforce and push them into your marketing app to run personalized email journeys and nurture workflows.
Customers
Customer data stored in Salesforce helps the marketing system create segments and targeted campaigns based on behavior and lifecycle stage.
Campaigns
Campaign performance updates sync between the marketing app and Salesforce, ensuring both systems stay aligned for reporting and follow-ups.
How does it work?
ou can transfer leads, customer data, and engagement history automatically between Salesforce and the marketing tool for accurate targeting and automation.
Leads
Capture leads from Salesforce and push them into your marketing app to run personalized email journeys and nurture workflows.
Customers
Customer data stored in Salesforce helps the marketing system create segments and targeted campaigns based on behavior and lifecycle stage.
Campaigns
Campaign performance updates sync between the marketing app and Salesforce, ensuring both systems stay aligned for reporting and follow-ups.
With Inventory and Production Management system
When Salesforce integrates with your inventory and production management app, you get automated stock updates, smooth order handling, and better production planning.
With Accounting
Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.
With Accounting
Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.
How does it work?
Salesforce transfers product, order, and customer information to keep your inventory system updated across locations.
Orders
Salesforce order details sync to the inventory system, allowing production and fulfillment teams to process them without delays.
Products
Product data stays consistent across platforms, reducing manual entry and improving stock accuracy.
Inventory
Real-time stock updates sync back to Salesforce so your sales team always knows what’s available before committing to an order.
How does it work?
Salesforce transfers product, order, and customer information to keep your inventory system updated across locations.
Orders
Salesforce order details sync to the inventory system, allowing production and fulfillment teams to process them without delays.
Products
Product data stays consistent across platforms, reducing manual entry and improving stock accuracy.
Inventory
Real-time stock updates sync back to Salesforce so your sales team always knows what’s available before committing to an order.
How does it work?
Salesforce transfers product, order, and customer information to keep your inventory system updated across locations.
Orders
Salesforce order details sync to the inventory system, allowing production and fulfillment teams to process them without delays.
Products
Product data stays consistent across platforms, reducing manual entry and improving stock accuracy.
Inventory
Real-time stock updates sync back to Salesforce so your sales team always knows what’s available before committing to an order.
With Payment system
When Salesforce gets integrated with your payment system, you can streamline collections, track transactions, and automate financial workflows.
With Accounting
Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.
With Accounting
Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.
How does it work?
Payment information flows seamlessly between the payment app and Salesforce, helping you manage invoices, receipts, and outstanding balances.
Transactions
Payment confirmations sync instantly to Salesforce so your team can track paid and pending invoices.
Customers
Customer payment history is stored in Salesforce, making it easier to manage billing cycles and follow-ups.
Invoices
Invoices generated in Salesforce update automatically when payments are completed through the integrated payment system.
How does it work?
Payment information flows seamlessly between the payment app and Salesforce, helping you manage invoices, receipts, and outstanding balances.
Transactions
Payment confirmations sync instantly to Salesforce so your team can track paid and pending invoices.
Customers
Customer payment history is stored in Salesforce, making it easier to manage billing cycles and follow-ups.
Invoices
Invoices generated in Salesforce update automatically when payments are completed through the integrated payment system.
How does it work?
Payment information flows seamlessly between the payment app and Salesforce, helping you manage invoices, receipts, and outstanding balances.
Transactions
Payment confirmations sync instantly to Salesforce so your team can track paid and pending invoices.
Customers
Customer payment history is stored in Salesforce, making it easier to manage billing cycles and follow-ups.
Invoices
Invoices generated in Salesforce update automatically when payments are completed through the integrated payment system.
Supported Triggers and Actions
Salesforce
Triggers
Select an app
Select an app
Select an app
Benefits of Integrating
Salesforce
with Cloudify
Comprehensive Customer Insights
Integrate Salesforce with other platforms to centralize customer data and gain a complete view of interactions and purchase history.
Streamlined Lead & Opportunity Management
Sync lead-generation tools with Salesforce to automate lead capture, scoring, and nurturing.
Automated Sales Workflows
Connect productivity apps to automate follow-ups, scheduling, and deal updates, reducing manual work.
Enhanced Marketing Automation
Integrate Salesforce with email and ad platforms for targeted campaigns, ROI tracking, and real-time performance insights.
Real-Time Reporting & Analytics
Sync BI tools with Salesforce to access customizable dashboards and actionable reporting.
Improved Cross-Team Collaboration
Integrate collaboration tools so sales, marketing, and support teams can share updates and stay aligned effortlessly.
Customized to your needs
Cloudify is a platform that automates most of your accounting tasks for your webshop sales.
Implementation
Implementation
Implementation