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Salesforce Integration

Connecting data between Salesforce CRM with eCommerce, ERP, BI, Marketing Automation, and Accounting systems takes a lot of time, money and involves spending numerous resources? Streamline your Salesforce operations with our fully managed middleware platform; Our Hexasync stays between Salesforce and any external systems that help automate the data-sharing process and reduces the possibility of human error so that your company could focus on effectiveness and revenue.

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the key important flows of Salesforce and systems integration

Salesforce integration significantly improves efficiency — accounts, contacts, cases, campaigns, opportunities, and leads are all integrated between key business systems.
Salesforce integration

agile - Agile - Agile

People say that data integration is complex but our product is designed to eliminate all these hurdles in the shortest time by adopting agile development process inside of their builtin features

01. config

We enable some simple configurations steps to access your data source and destination to review all the necessary data like products, customers and orders.

02. sync

Try to sync a single data point like to creating a new product, updating its stock or creating a new customer to see how the system work.

03. monitor

Turn the runtime service to enable real-time data sync then monitoring the data flow between the business systems and the CRM solution.

Our Saleforces Integration Products Include

Lead

Product category

Financial

MagentoERP_pack

Contact

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Customer Service

customer

Inventory

warehouse

Opportunity

invoice

Campaign

sale order

Contract

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Salesforce eCommerce Integration

CRM eCommerce integration provides retailers with a centralized location to store and manage their customer information. This broadens the range of marketing initiatives that companies like to focus on and implement. When your customers receive highly personalized email marketing, which is only possible with CRM, it will have a direct impact on the entire performance of your online store.

Customer-centered processes that are effectively defined and integrated aid eCommerce owners in acquiring new business and retaining existing clients. It can also serve to generate differentiation, allowing the company to charge a higher price than its competitors. The integration of CRM with the online store ensures that the company is well equipped to comprehend what is going on in the minds of customers and pitch the appropriate product.

Ecommerce platform
pos erp integration

Salesforce ERP Integration

Sales quotations are typically generated in the ERP system, but sales reps want access to the quotes and prefer to operate from a single system – the CRM. Sales people enter sales orders into the CRM, but the ERP is the one that manages the orders, generates invoices, fulfills orders, and ships things. Data synchronization between your CRM and ERP systems ensures that quotations and orders are correct, and sales professionals have access to everything in the CRM.

Integrating your CRM and ERP systems improves sales processes, improves product forecasting accuracy, and keeps the most important data in one centralized area. 

Salesforce Marketing Automation Integration

Through live-updating cross-divisional synchronization, integrating your CRM software with marketing automation enhances productivity across the board. It eliminates needless manual duplication of data that can quickly become obsolete owing to poor record-keeping. Because it saves your marketing and sales teams time, money, and effort, they’ll be able to concentrate more successfully on their common goal: closing sales.

CRM Email integrations help you track a prospect’s interactions with sales reps, personalize your email automation with certain contacts, and measure the success of your email campaigns among your target audience. Email is also a highly effective marketing tool. A CRM-backed email marketing campaign can be more personalized, friendly and highly targeted to the most prospective leads. At the same time, feedback data can be automatically analyzed to continually refine the overall marketing strategy.

email marketing integration
acumatica business intelligence integration

Hubspot Business Intelligence Integration

CRM and BI are core components of the same ultimate goal: informing business decisions and customer relationships using comprehensive data. But integrating them—especially if your business has invested in distinct software and services for each—can seem like a lot of painstaking work. Both of them deliver the same benefits: Understanding and analyzing data to make better business decisions, improve customer relationships, forecast and impact business performance and grow revenue.

When companies develop dashboards to present and analyze data for finance and HR, partner relations, customer support, executives, sales, and marketing, they get the most advantage from combining BI tools with their CRM system. There is no readymade solution or commercial, off-the-shelf software that can be utilized as a plug-and-play component for integration because each firm has drastically varied demands when it comes to combining BI tools with a CRM system.

Salesforce Social Media Integration

A CRM platform that combines social media gives you the same amount of information as traditional channels while also allowing you to use social tools for internal communication. Using standard tools, dashboards, and metrics, you can monitor, track, and benchmark your social media communications.

Customer care, marketing, and sales all benefit from a more dynamic, comprehensive image of each individual customer, and may engage with one another through social media technologies. You can see how the cost of pleasing customers is decreasing. Customers regard you as a company that pays attention to what they want and answers in a way that is convenient for them across numerous channels.

Hubspot Social Media Integration​
hubspot calendar integration

Salesforce Calendar Integration

For CRM users, you can by syncing your CRM events to Calendar, which allows prospects to book a meeting with you based on your real-time calendar availability — eliminating back and forth coordination. 

You can quickly invite customers or vendors and keep them informed of any changes. Appointments made in one program sync with the other automatically. This means that no matter where you are working, you can always access your most up-to-date schedule.

Salesforce Visual Project Management Integration

CRM and project management software are time-based applications that track schedules and activities. You can simply arrange the work you’ll need to accomplish on a project that’s on your agenda, and everyone in the CRM can see it. 

A CRM project management module can assist all project team members in keeping track of all project details, ensuring that everyone is on the same page with the strategy. If there are any risks to readapt or modify some parts of the project, the strategy can be changed, ensuring that the project management team is included in the strategic realignment.

acumatica project management integration

leveraged by powerful hexaSync Capabilities

middleware

Middleware

Point to Point Integration is a light way for starting an integration project but when things are getting more complex like the problem of synchronizing data between an Hubspot software and others applications.

Message Queue-Based Architecture

Message Queue-Based Architecture

Message queues can significantly simplify coding of decoupled applications, while improving performance, reliability and scalability. 

EAV Design Pattern

EAV Design Pattern

We enable EAV design pattern for Data Modeling

Customizable Handlers

Customizable Handlers

Hexasync can help you gain visibility into the status of all your customers’ orders— even if you’re omnichannel and sell through physical stores and warehouses as well as online.

Strong Data Validators

Strong Data Validators

Data quality is the most important thing for any data project, we know it and built a lot of validators to make sure you have consistent data between Hubspot and your applications

Cell-Based Mapping

Cell-Based Mapping

We offer single cell of data to be mapped between the systems to maintain high quality data management 

Async Integration

Async Integration

By keeping your business in sync in real-time, you can make sure the right information is always available in all your tools, so you won’t ever have to manually enter the same data over and over again.

Compatible with Legacy Erp

Compatible with Legacy ERP

Digital Transformation is an interesting topic. Our Integration solution can help you connect modern Hubspot software with your Legacy applications to make sure you can have great performance with the fewer hurdles of replacing software

Manageable Schedulers

Manageable Schedulers

Product quantity is changed frequently while Product Name is hardly never changed, why they should be synced at the same time?

Monitoring

Monitoring

You always want to know, which item synced, when an item was synced, why an item was not synced. Our transactions logging and monitoring help you answer all of these questions

Frequently Asked Questions

Salesforce is a Customer Relationship Management system that allows you to keep track of all customer information and interactions in one place, allowing you to follow up on more leads. You may track these leads using the Lead Management, Marketing Automation, Sales Data, and Partner Management apps until they’re ready to convert.

The application can also boost salespeople’s productivity, whether they’re on the road, in the office, or online. It is a mobile app for Android and iOS devices that includes real-time data from dashboards and custom reports, as well as a Feed First feature that helps you see the most critical information at a glance based on your settings. Similarly, you can expand your functionality and tools by downloading apps from AppExchange. Salesforce Sales Cloud also gives you the ability to derive insights from a variety of real-time customer data. The platform makes it simple to create essential reports, sales predictions, and territory models.

1. Close more deals
Using the software’s Opportunity Management, you can gain information such as opportunities. Contact Management provides a comprehensive perspective of the client, including activity history, communications, discussions, and social mentions. The Sales Collaboration feature makes it easier to track deals and find competitive information. Similarly, Sales Performance Management allows you to define metrics-based targets and magnify winning sales rep performances to encourage healthy competition within the team. It’s helpful to know exactly when and how a recipient interacts with your email, and it’s great because the CRM is working for you to improve your efforts. You don’t have to log these manually; it’s automatic, saving you time and helping you be a better salesperson.


2. Get more lead
To produce quality leads and shorten the sales cycle, track clicks, build campaigns and automate the entire process. You can design a methodical pipeline from lead to conversion using the Lead Management, Marketing Automation, Sales Data, and Partner Management tools.


3. Accelerate productivity 
The Android and iOS mobile app allow you to carry the software’s primary functionalities with you on the go, whether you’re in the field or at the office. In real-time, keep track of calls, respond to hot leads, and look for new job opportunities. You may also drag-and-drop business procedures like sales, discounts, and expenses using the Visual Workflow. You can also share and sync files in real-time, as well as track changes, for more efficient communication between you and your team.


4. Get more insights
View your sales team’s conversions in real-time to help you generate flexible weekly estimates. Collect and aggregate data for extensive reporting and analysis using Reports and Dashboards. To define boundaries and client volume, and create more balanced assignments among your salespeople, choose the correct approach to manage territories.

Salesforce integration is the process of combining Salesforce data and functionality with that of another software to give users a unified experience. It allows you to provide your staff with the best of both worlds by combining features from both platforms.

Users of Salesforce frequently have to reconcile data between two platforms and transition between them when doing specific tasks. Salesforce integration solves this challenge by providing a consolidated platform for them to work on.

There are various advantages to integrating Salesforce with other systems:

Provides all-in-one access to employees, allowing them to avoid switching systems and stay logged into a single system to complete their tasks.
Integrate the system with automation to eliminate data duplication and boost productivity.
Obtain data from a single data source that will be useful to the management.
Integrating two systems improves communication and leads to better information exchange.
Workflows are automated without the use of any code.
Provides easy access to data from all connected systems.

So, if you’re connecting your system with Salesforce using HexaSync, you can rest guaranteed that you’ll get a quick return on your investment and lower setup expenses.

Integration of Business Logic
In order to handle business logic across different applications and complete end-to-end business processes, Apex Web Services for Inbound and Apex Callouts for Outbound are used.

Integration of the User Interface
This connection allows users to access many applications from a single centralized platform. This is comparable to Facebook’s concept, in which many program manufacturers can submit content on a single platform.

Integration of data
You can use REST or SOAP APIs for data integration to allow a centralized application in your organization to operate as the primary source of a given business object. No code is required for this integration, and it cannot be used to construct custom logic.

Checklist for Salesforce Integration
Before you start integrating Salesforce, be sure you go over this checklist to guarantee seamless and successful integration.

Integrating software from scratch is never an easy task. Fortunately, most CRM platforms provide either pre-integrated solutions or streamlined processes to help you get started quickly. After all, CRM vendors have their own sales and reputations to think about.

Still, some challenges do arise. Home-grown software, for one, may not integrate as smoothly as a leading business solution, particularly if it does not support a popular API. The integration will also require a common database, which means all legacy data on current platform silos will have to be migrated into a new universal domain. This can be a tricky endeavor, considering that most business units have grown accustomed to working with their data just as it is.

Integrations are helpful tools for virtually every business, no matter the size or industry. There are integrations suited for every type of company (startups, SMBs, and enterprise companies) with any purpose (advertising, analytics, or content). Many businesses place a high priority on integrating their apps with Salesforce in order to achieve faster results and more efficiency. According to several business professionals, there are a few noteworthy guidelines for effective marketing.

  • Identification of integration type involvement: Batch or real-time
  • The information must be transported from one system to another.
  • Making a custom API to call third-party APIs for further information
  • Knowing when to migrate data to Salesforce
  • Options for configuration should be understood.
  • Only those with a thorough understanding of corporate integration and infinite data should apply.

The developer team must be familiar with both the systems they wish to integrate, one of which is a Salesforce application. Spending extra time preparing the data needed for integration will help you become more familiar with the apps. This will aid the developer in comprehending the interdependence of the two programs.

It’s also crucial to make sure both apps have the same data architecture in order to achieve a smooth and seamless integration. Finally, before proceeding with the integration process, ensure that APIs are enabled on both applications and that API limitations are adhered to.

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