Do you need a Custom Custom Salesforce Integration?
Reach out to see how we can apply our knowledge to simplify and automate your processes. If your application has a published API, chances are we can make it do what we need.
What can be integrated with Salesforce?
Here are a few ideas:
Project Management Apps (Monday, Accelo, Liquid Planner and more)
- Covert more quotes with targeted Quote Follow-up emails
- Send Job Follow-up emails to customers and get reviews
- Capture leads from your website and nurture to conversion, then send them to your Project Management to get the work done!
Quote/Proposal App Integration (Proposify, Qwilr, BidSketch and more)
Integrate Salesforce with your Quoting system for features such as:
- Lead nurture until they ask for a quote then easy sync with Quote App
- Online quoting that captures leads and triggers automation
- Quote follow-up that drives more sales after the quote has been sent
HR Management Apps (EnableHR, Employment Hero, HR Central and more)
- Automatic Entry of Employee Data upon hiring into your CRM
- Onboarding and Retrenchment
- Easy Record keeping relating to Hours Worked in your CRM
- Compliance and Legal records for Employees
ERP Systems (Netsuite, SAP BusinessOne, Acumatica, SysPro and more)
Integrate Salesforce with your ERP for:
- Seamless Data Sync
- End to end business management
- No more double-handling
- Automation, efficiency and accuracy
Data Extraction and Manipulation for Integrity and DeDuplication
- Automatic Entry of Employee Data upon hiring into your CRM
- Onboarding and Retrenchment
- Easy Record keeping relating to Hours Worked in your CRM
- Compliance and Legal records for Employees
Analytics and Dasboard Apps (PowerBI, ClicData, Sisense, Tableau and more)
Take your business next level by connecting Salesforce to a Business Intelligence App:
- Combine Salesforce data with data from other apps in visual reporting dashboards
- Get a 360 degree view of all aspects of your business instantly
- Wave farewell to spreadsheet manipulation for management reporting
ERP Systems (Netsuite, SAP BusinessOne, Acumatica, SysPro and more)
- Clean database for re-import
- Macros for custom CSV imports to Salesforce
- No more double-handling
- Automation, efficiency and accuracy
- Easy migration to other systems
Construction or Job Management Apps (Procore, PlanGrid, JobPac and more)
Integrate Salesforce with Enterprise Construction & Job Management Apps for:
- Auto-creation of Jobs from Salesforce Deals
- Quote and Job Follow-up
- 360 degree view of customers and their job history
- Automation, efficiency and accuracy
How will the Integration Process work?
Most of the time we can offer an initial estimate for free without any service fees, where we investigate the APIs of the applications in question, plan the methods, and submit a proposal to do what you need. Once you approve we develop the integration, with a significant investment of time and effort from our side for this integration to be scalable, feature rich and perfectly usable for your requirements.
Why SyncEzy?
We build intelligent, 2 way integrations that syncs more than just your standard data. We go deeper in our integrations to make sure that your business needs are met.
All our integrations are planned with our customers, for our customers, and are expertly mapped out , developed, tested and maintained.
