Salesforce Integrations
Integrate Salesforce with your tech stack to automate your quote-to-cash processes, enhance lead-tracking, and get better customer visibility at scale.
Prebuilt Salesforce Integrations
Don’t wait months for implementation. Celigo’s prebuilt apps and templates for Salesforce allow your team to get up and running quickly.
Acumatica - Salesforce Template
Sync Accounts, Contacts, Products, Opportunities, Item Fulfillments, Orders and Financials between Salesforce and Acumatica.
Integration Template
ActiveCampaign - Salesforce Template
Integration Template
Act-On - Salesforce Template
Sync Contacts between Act-On and Salesforce.
Integration Template
Chargebee - Salesforce Template
Integration Template
Eventbrite - Salesforce Template
Sync Campaigns and Campaign Members between Salesforce and Eventbrite.
Integration Template
Freshdesk - Salesforce Template
Sync Contacts between Freshdesk and Salesforce.
Integration Template
FTP - Salesforce Template
Sync Leads between Salesforce and FTP.
Integration Template
HubSpot - Salesforce Template
Sync Contacts between HubSpot and Salesforce.
Integration Template
Jira Cloud Platform - Salesforce Template
Sync Accounts, Contacts, Cases and Case Comments between Salesforce and Jira Cloud platform.
Integration Template
Klaviyo - Salesforce Template
Sync Leads between Salesforce and Klaviyo.
Integration Template
Mailchimp - Salesforce Template
Sync Subscribers and List Members between Mailchimp and Salesforce.
Integration Template
Marketo - Salesforce Template
Sync Leads Between Marketo and Salesforce.
Integration Template
Microsoft Dynamics 365 Business Central - Salesforce
The integration app helps you to sync the top customer relationship management platform, Salesforce, with Microsoft Dynamics 365 Business Central features to keep accounts, sales orders, and opportunities in sync.
Integration App
Microsoft Dynamics 365 Business Central - Salesforce Template
Sync Accounts and Opportunities between Salesforce and Microsoft Dynamics 365 Business Central.
NO LINK YET
NO LINK YET
Integration Template
NetSuite - Salesforce Template
Sync Accounts, Account Email Messages, Account Tasks, Contacts, Contact Emails, Contact Tasks, Products, Opportunities, Opportunity Emails, Opportunity Tasks, Orders, Order Status, Financials and Quotes between Salesforce and NetSuite. NO LINK YET
Integration Template
NetSuite - Salesforce CPQ Template
Sync Contract Amends, Contract Renewals, and Contracts between Salesforce CPQ and NetSuite.
Integration Template
NetSuite (IO) - Salesforce Integration App
The integration app helps you to streamline your Lead-to-Cash process and manage sales processes effectively and in real-time.
Integration App
NetSuite Connector (IO-Template) - Salesforce Template
Sync Accounts, Account Email Messages, Account Tasks, Contacts, Contact Emails, Contact Tasks, Products, Opportunities, Opportunity Emails, Opportunity Tasks, Orders, Order Status, Financials and Quotes between Salesforce and NetSuite. NO LINK YET
Integration Template
NetSuite SuiteBilling - Salesforce Template
Orders, Quotes, Contracts, Subscriptions, Customers, Billing Accounts, Status Changes, Subscription Change Orders and Files between Salesforce and NetSuite SuiteBilling.
Integration Template
OANDA Exchange Rates - Salesforce Template
Sync Exchange Rates between OANDA Exchange Rates and Salesforce.
Integration Template
OpenAir - Salesforce Template
Sync Clients, Charges, Projects, Project Budgets, Project Tasks and Client's Contact between OpenAir and Salesforce.
Integration Template
QuickBooks -Salesforce Template
Sync Clients, Charges, Projects, Project Budgets, Project Tasks and Client's Contact between OpenAir and Salesforce.
Integration Template
Sage Intacct - Salesforce Template
Integration Template
Salesforce - Salesforce Template
Integration Template
ServiceNow - Salesforce Template
Sync Accounts, Cases, Contacts and Contracts between Salesforce and ServiceNow.
Integration Template
Shopify - Salesforce Template
Integration Template
Slack - Salesforce Template
Sync Leads between Salesforce and Slack.
Integration Template
Slack [Sample Automation] - Salesforce Template
Integration Template
Snowflake - Salesforce Template
Sync Campaigns and Accounts between Salesforce and Snowflake.
Integration Template
Snowflake - Salesforce Reverse ETL Template
Easily export data from Snowflake to Salesforce and give your sales team real-time data to make informed decisions and engage customers effectively.
Integration Template
Stripe - Salesforce Template
Sync Customers between Stripe and Salesforce.
Integration Template
Subscription to Cash Zone Advanced Billing and for Salesforce Template
Integration Template
Zendesk Support - Salesforce Template
Sync Accounts, Contacts and Cases between Salesforce and Zendesk Support.
Integration Template
View all Celigo Integrations
The Celigo Platform also supports custom integrations that can connect any application to Salesforce.
Salesforce Integrations – Featured Use Cases
ERP
Integrate Salesforce with your ERP systems and automate the lead-to-cash processes for sales and finance teams. Sync data between Salesforce and your ERP in real-time, providing back-office visibility for Sales while allowing Accounting to track Salesforce activities from within the ERP.
Finance and Accounting
Automatically process transactions, payments, and receipts. Accelerate financial close, improve cash flow, and get better visibility into finances, helping your teams make better decisions.
Ecommerce
Sync customer, account, and order data between Salesforce and ecommerce systems like Shopify to get a unified view of your customer across your tech stack.
Software and Services
Automate manual data entry, data exports, costly errors, delays, and processes managed with spreadsheets and email by integrating your critical front and back-office applications with Salesforce.
Lead-to-Cash Automation
Streamline your lead-to-cash workflow by integrating Salesforce and your ERP system. Experience a more streamlined and effective workflow, leading to quicker responses and informed decision-making.
Automated Data Synchronization
Automatically update relevant fields across Salesforce and your ERP, eliminating manual data entry.
Enhanced Team Collaboration
Reduce the need for emails between sales and finance teams, fostering more efficient communication.
Quick Response to Prospects
Sales teams can swiftly respond to prospects with up-to-date information.
Efficient Revenue Recognition
Finance teams benefit from streamlined processes for revenue recognition and closing the books.
Improved Decision Making
Boosted visibility helps sales and finance teams make more informed decisions.
Enhanced Lead Tracking
Integrate Salesforce with your marketing automation, web tools, and other systems. This integration provides a comprehensive view of your leads, product usage, and website analytics.
Enhanced Understanding of Leads
Access to product usage and website analytics offers a deeper understanding of your leads’ behaviors and preferences.
Comprehensive Lead Visibility
Gain a complete overview of your leads by integrating data from various sources into Salesforce.
Personalized Sales Strategies
Enable your sales team to tailor their approach based on each lead’s unique activities and interactions.
Productive Conversations
Sales conversations become more relevant and effective with detailed insights.
Stronger Relationships
Personalization and informed interactions help build more robust and meaningful relationships with prospects.
Improved Analytics
Automatically import data into your BI systems, enabling efficient analysis with advanced analytical capabilities.
Efficient Data Integration
Automatically transfer data from Salesforce to your BI tools for streamlined analysis.
Enhanced Analytics
Utilize the full capabilities of your BI tools to get the most value from your Salesforce data.
Comprehensive Insights
Gain deeper insights from your data beyond what Salesforce’s native reporting offers.
Reliable Data Syncing
Ensure consistent and accurate data flow between Salesforce and your BI tools for up-to-date analysis.
Celigo Platform
Connect Salesforce
Built for the Enterprise
The platform has the power, tools, and governance needed to handle the most complex use cases.
Accessible to Everyone
Approachable user experience for business users so they feel confident creating and managing automations to fit their changing business processes.
Scalability to Support Breakaway Growth
Infinite scalability to connect any application with no limits on integrations or data volume.
Managed, Prebuilt Solutions
The Celigo Platform provides a comprehensive library of solutions with built-in best practices, AI, and machine learning.
See what our customers have to say:
Learn how Celigo customers drive innovation, streamline processes, and create new growth opportunities by leveraging integration-driven automation.
“Because with this seamless integration with Celigo, everything is always aligned, and we know that the data we’re looking at is actually correct. So rather than having to spend that time verifying what we see, we can dive deeper into the data. We essentially grow the business by using these tools.”
“With Celigo, our accounting team got back 10 to 15 days a month that was previously spent on manual tasks. We’re also seeing a cost savings of at least three or four grand a month that we previously spent on contractors performing manual financial processes.”
“Celigo knows that each customer is specific and customizable. We’ve saved at least two-and-a-half people and $90,000, but I’d say it’s probably in the neighborhood of over $200,000.”
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