Salesforce

Use Flowgear's pre-built connector to integrate with Salesforce

Product Description

Salesforce is a leading cloud-based customer relationship management (CRM) platform for support, sales, service, marketing, analytics, and application development. Which is composed of Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Analytics Cloud, IoT Cloud, App Cloud, Health Cloud, Financial Services Cloud, Force.com, and Chatter.

Use the Flowgear Salesforce Connector to integrate Salesforce with other applications, synchronize data across applications and ensure data consistency.

Use the Flowgear platform to increase your productivity and profitability while delivering customer excellence!

Benefits of using this connector

Integrations quickly become a critical component in a business so stability is incredibly important.

Third Party endpoints like Salesforce are frequently updated, which if unmanaged, can result in downtime. Hand-coded integrations require frequent review or dependence on a third party integrator making it difficult to avoid breaking changes.

The Flowgear Salesforce is a robust wrapper around the underlying API or database and new versions of this Connector are shipped as the vendor releases updates. This approach minimizes overhead and ensures integrations remain functional across vendor product updates.

Avoid complex API documentation, deliver solutions in 25% of the time compared to hand code.

Each Flowgear connector includes a set of Samples.

These samples visually surface all the features, objects and fields made available by the Salesforce API, including any customized objects.

Example: “Create Contact” quickly filter through 3500 Salesforce Objects.

Avoid down-time or disruption caused by brittle hand coded solutions or plug-ins
Connectors and workflows are frequently updated and maintained
Speed of deployment – 75% faster than hand coding
All your current and future integrations are built and maintained on one platform
Achieve a conservative cost reduction of between 40% – 60% as compared with a hand coded equivalent
Empowers non-technical team members to understand and contribute to the process
Let Flowgear handle automation so you can focus on growing your business
Improve security, reliability and control the process end-end
Automate acquisition of data from any app, service, file, or database
Code-free, visual mapping of data
No FTP or file -based intermediaries
Data is encrypted in transit and at rest
Integrate with both on-premises and cloud-based systems (or a hybrid thereof)
Secure, API-led platform, 100% compliant with GDPR and other data privacy laws

Automatically update contact information with your e-commerce portal
Automatically capture sales orders from your e-commerce portal
Improving quoting and ordering with your accounting system
Synchronize product information with your inventory system
Quickly build a prototype transaction, instantly able to see the fields and their definitions (samples)
Quickly find function for purpose
Credentials are encrypted for security
Connects to clients salesforce which allows automatic samples to update custom fields (load custom models into Flowgear)

Complimentary Proof of Concept

Not sure how the Salesforce integration would work on your own systems? Test before you buy!

See the Salesforce integration in action with our complimentary proof of concept. Register for our free trial and the Flowgear integration experts will build a free proof of concept workflow based on your own integration requirements. No credit card needed and no obligation! We’re happy to demonstrate how Flowgear’s enterprise-grade integration platform can be applied to your organization and how a single workflow can boost your productivity and profitability.

Frequently used with

Not seeing your Connector?

We’re able to use our technology connectors or RPA (Robotic Process Automation) to integrate to any product that has an API, SDK, database, website or even desktop app. Reach out to us to get help setting up an integration.

Amazon Web Services

ConnectWise Manage

Datto Autotask (formerly Autotask PSA)

Flowgear Enterprise API

Flowgears REST Request

Flowgears Web Request

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 CRM

Sage Business Cloud Accounting (Sage One)

Sage Business Cloud Accounting Global (Sage One Global)

Sage Intacct

SAP

SAP Business ByDesign

SAP Business One

Shopify

Slack

Sugar Sell (formerly SugarCRM)

Popular examples and use cases

Enter billing and shipping information
Update account information
Create contact information
Get contracts
Create an opportunity
List products
Change pricing
Add purchase orders
Pulling data from Ecommerce sites into Salesforce
Creating and syncing sales opportunities from other systems into Salesforces

How to videos

Enterprise API to ConnectWise Manage

Use Case: Capture real-time data from external sources to log service tickets in ConnectWise Manage using Flowgear's Enterprise API.

Integrate into Sage Intacct

Create invoices in Sage Intacct from orders generated in your Salesforce environment

Integrate Salesforce and Sage Intacct

Create and upload company information in Salesforce from data in your Sage Intacct environment.

Integrate your data for Vat Reclaim with VATIT

Use Case: Reclaim your VAT with the VATIT Connector, from AP Invoice acquired from Salesforce

New Salesforce Node

See how to use the new Salesforce Node in Flowgear. Includes support for batch update, upsert and external ID's

Using the generic Rest Request Connector

Use Case: Consume an open API definition (Swagger) to expose it's capabilities using Flowgear's generic Rest Request Connector.

Using the generic Web Request Connector

Use Case: Connect to APIs that do not have an exposed consumable API Definition using Flowgear's generic Rest Request Connector.

Shared Workflows examples

Generate invoice in Pastel Partner from Salesforce opportunities

Import contacts from SQL database to Salesforce

Import Excel sheet to Salesforce

Take data from SYSPRO to Salesforce

Update prices from Salesforce to Sage Business Cloud Accounting (Sage One)

Help Articles

Salesforce

Provides create, update, query and get integrations for Salesforce via it's REST API.

Salesforce File

Provides file upload and download for Salesforce.

Extract, Transform, Load (ETL) Pattern

See how to build the most common type of Workflow

Flowgear excels against Magic Quadrant leaders

See what Gartner and G2 Crowd have to say.

Play Video

Flowgear - Workflows

Flowgear’s integration solutions are designed as workflows. A workflow is a visual representation of an integration task that is composed of a series of steps called nodes.

Intuitively build sophisticated workflows with our drag and drop visual designer, powerful logic functions and real-time processing.

Use our revolutionary DropPoints to gain instant secure access to all on-premise applications. Our collaboration tools increase productivity by enabling users to control asset versions and share resources.

Workflow example: How to Extract data from a SQL database

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Application & Data Integration Conference - If you couldn’t catch the sessions live, don’t worry! You can watch the recordings at your convenience

Salesforce

Use Flowgear's pre-built connector to integrate with Salesforce

Product Description

Benefits of using this connector

Complimentary Proof of Concept

Frequently used with

Popular examples and use cases

How to videos

Shared Workflows examples

Generate invoice in Pastel Partner from Salesforce opportunities

Import contacts from SQL database to Salesforce

Import Excel sheet to Salesforce

Take data from SYSPRO to Salesforce

Update prices from Salesforce to Sage Business Cloud Accounting (Sage One)

Help Articles

Salesforce

Salesforce File

Extract, Transform, Load (ETL) Pattern

Flowgear excels against Magic Quadrant leaders

Flowgear - Workflows

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