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Flowgear Sync

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Salesforce

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

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Flowgear unlocks the true capabilities of Salesforce.

Salesforce is a leading CRM platform, but its potential is maximized when integrated with other systems like ERP, marketing automation, and finance tools. Flowgear enables seamless integration between Salesforce and critical business systems, automating workflows and ensuring that data flows effortlessly across departments to enhance customer engagement and operational efficiency.

Share data across the entire organization with a single source of truth.

Practical examples and use cases where Flowgear can enhance Salesforce's use across multiple departments in your business.

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Share Data Across The Entire Organization with a Single Source of Truth

  • Integrate with Internal Systems

    Integrate Salesforce with key systems like CRM, ERP, eCommerce, and Payroll to synchronize financial data, automate workflows, and ensure accurate reporting.

  • Integrate with Customer and Supplier Systems

    Seamlessly connect Salesforce with external platforms to manage orders, track payments, and ensure customer satisfaction.

Finance and Accounting

  • Automated Data Capture from Flat Files

    Flowgear integrates Salesforce with financial systems, automating the capture and processing of data from flat files (e.g., Excel, CSV, PDF). This eliminates manual entry, ensures 100% accuracy, and provides real-time updates to support faster financial reporting and reconciliation.

  • Revenue Recognition Automation

    Integrating Salesforce with accounting platforms (e.g., QuickBooks, Xero, Sage Intacct), Flowgear automates the revenue recognition process for closed deals, ensuring accurate financial reporting and compliance with accounting standards.

  • Subscription Billing Integration

    Flowgear connects Salesforce with subscription management systems, automating recurring billing and ensuring that customer payment data is accurately reflected in financial systems.

  • Invoice and Payment Automation

    By integrating Salesforce with financial systems, Flowgear automates the invoicing process based on closed deals, ensuring that payments are processed promptly and financial records are updated in real time.

Sales

  • Quote-to-Cash Automation

    Flowgear integrates Salesforce with ERP and financial systems, automating the transition from quotes to orders and invoicing. This ensures that sales teams can close deals faster and that financial data is updated in real time.

  • Lead Scoring and Management

    By integrating Salesforce with marketing automation platforms (e.g., Marketo, HubSpot), Flowgear automates lead scoring, ensuring that only qualified leads are passed to sales teams, improving conversion rates.

  • CRM and ERP Integration

    Flowgear ensures that Salesforce is synchronized with ERP systems, providing sales teams with real-time visibility into inventory, pricing, and customer orders, allowing for faster decision-making and improved sales performance.

Marketing

  • Automated Campaign Management

    Integrate Salesforce with marketing automation platforms to synchronize leads, email lists, and customer segments. Flowgear ensures that marketing teams can automate follow-ups, email campaigns, and personalized outreach based on real-time customer data.

  • Customer Journey Tracking

    Flowgear connects Salesforce with analytics tools, allowing businesses to track customer journeys from initial engagement to post-purchase. This provides marketing teams with deeper insights into customer behavior and helps optimize campaigns.

  • Closed-Loop Reporting

    By integrating Salesforce with marketing platforms, Flowgear enables closed-loop reporting, allowing businesses to track the full lifecycle of marketing campaigns, from initial lead capture to revenue generation.

Customer Support

  • Automated Ticketing and Case Management

    Flowgear integrates Salesforce with customer support platforms (e.g., Zendesk, Freshdesk), automating ticket creation and escalation based on customer interactions. This ensures that customer support teams can manage cases more efficiently and resolve issues faster.

  • Unified Customer Data

    Flowgear syncs Salesforce with support tools to provide a 360-degree view of customer interactions, ensuring that customer service agents have all the necessary information to deliver personalized and efficient support.

  • Proactive Support Automation

    Flowgear connects Salesforce with IoT and monitoring tools, enabling automated alerts for customer service teams when product issues are detected, allowing for proactive support and reducing downtime.

Operations and Inventory Management

  • Real-Time Inventory Visibility

    Flowgear integrates Salesforce with ERP or warehouse management systems (WMS) to provide sales teams with real-time inventory data. This ensures that sales reps can offer accurate product availability information and prevent stockouts or overselling.

  • Order Processing Automation

    By connecting Salesforce with fulfillment and shipping systems, Flowgear automates order processing and tracking, ensuring that once an order is closed, it is automatically routed for fulfillment, improving delivery speed and accuracy.

  • Supply Chain Synchronization

    Flowgear integrates Salesforce with supply chain management tools to streamline order fulfillment, inventory management, and supplier communication, ensuring smooth and efficient operations.

Cross-Departmental Collaboration

  • Data-Driven Decision Making

    Flowgear integrates Salesforce with business intelligence platforms like Power BI and Tableau, enabling real-time reporting and analysis across sales, marketing, and operations. This helps leadership teams make data-driven decisions based on accurate, up-to-date information.

  • Seamless Collaboration Across Teams

    Flowgear connects Salesforce with collaboration platforms (e.g., Microsoft Teams, Slack), enabling seamless communication and project collaboration across sales, marketing, and support teams, improving efficiency and transparency.

  • Compliance and Security Automation

    Flowgear integrates Salesforce with compliance and audit tools, automating the tracking of customer data, interactions, and contracts to ensure that businesses meet regulatory requirements like GDPR and CCPA.

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.
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Frequently used with

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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.

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

View shared workflow

Import contacts from SQL database to Salesforce

View shared workflow

Import Excel sheet to Salesforce

View shared workflow

Take data from SYSPRO to Salesforce

View shared workflow

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

View shared workflow

Help Articles

Salesforce

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

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Salesforce File

Provides file upload and download for Salesforce.

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Extract, Transform, Load (ETL) Pattern

See how to build the most common type of Workflow

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Flowgear excels against Magic Quadrant leaders

See what Gartner and G2 Crowd have to say.

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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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We are thrilled to extend our deepest gratitude to all who contributed to the monumental success of Flowgear Sync 2024, pioneering integration and automation conference.

It was an absolute pleasure meeting face-to-face with our incredible customers and partners to discuss how businesses around the world are harnessing the power of platform-based integration to create efficient processes.

If you couldn’t catch the sessions live, don’t worry! You can watch the recordings at your convenience.

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