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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 streamlines critical lead, opportunity, and service workflows for growing organizations.

Flowgear integrates Salesforce with ERP, finance, marketing, and support platforms – syncing data in real time, eliminating manual work, and giving every team a single source of truth.

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.

Popular examples and use cases

Operations
Project Management Integration
Auto-generate project plans in tools like Asana or Monday.com when opportunities close, including task ownership and timelines
Timesheet Syncing
Integrate time-tracking data into Salesforce to compare logged hours against contract terms for project or service delivery
Procurement Triggering
Automatically initiate procurement workflows for third-party services or equipment when related sales are confirmed
Field Service Integration
Capture survey data, service logs, or technician updates from field tools directly into Salesforce for full visibility
Finance
Invoicing & Accounting (e.g., Xero, QuickBooks, Sage Intacct)
Auto-generate invoices based on closed deals, including line-item details synced from Salesforce products
Order & Invoice Sync
Sync sales order and billing status between Salesforce and accounting platforms—e.g., push draft orders to Xero and pull invoice status back into Salesforce for sales team visibility
Payment Gateway Integration
Track payments from platforms (e.g., Stripe, PayFast) within Salesforce opportunities; flag unpaid balances or failed transactions automatically
Banking Integration
Connect with banks to update Salesforce when payments are received or debit orders fail, triggering automated customer notifications
Human Resources (HR) – Learning Management Systems (LMS)
LMS Integration
Sync training completions, certifications, and progress from platforms like SAP SuccessFactors, Cornerstone, or Moodle into Salesforce user records or dashboards
Onboarding Automation
Auto-assign onboarding learning paths when new sales reps are created in Salesforce, aligning training with CRM activity
Performance Correlation
Link LMS results (e.g., scores, completions) with Salesforce KPIs (e.g., deal wins, lead conversions) to identify and replicate top performer patterns
Compliance Tracking
Trigger alerts or Salesforce cases when required training is incomplete or overdue, ensuring regulatory compliance and audit readiness
Warehouse Management
Live Inventory Sync
Connect Salesforce with WMS platforms (e.g., NetSuite WMS, Oracle WMS) to give sales teams real-time stock visibility and prevent overpromising
Automated Stock Allocation
Reserve stock against closed Salesforce opportunities by triggering WMS actions
Reorder Automation
Trigger procurement workflows when inventory levels drop, based on forecasts or sales trends
Fulfillment Status Updates
Sync pick/pack/ship updates from WMS into Salesforce so sales and support teams have real-time delivery visibility
Share Data Across The Entire Organization with a Single Source of Truth
Centralize Core Data
Synchronize customers, orders, inventory, and financial records so every platform - from CRM to ERP - shows the same up to date facts.
Eliminate Duplicate Entry
Flowgear captures a change in one system and propagates it everywhere else, freeing staff from copy paste work.
Real Time Analytics
Stream cleaned data into BI tools the moment it is created so leaders work with live metrics.
Sales
Quote to Order Automation
Reps convert approved quotes into ERP orders with one click.
Live Price and Stock
Real time ERP pricing and inventory appear inside the quote.
360 Account View
Finance and support data surface in CRM for full context.
Marketing
Campaign ROI with Revenue
Invoice totals flow back to campaigns so marketers prove real profit.
Lead Score Feedback
Converted deals automatically boost scores in nurture journeys.
Behavior Triggered Journeys
Purchase events fire relevant emails and ads, increasing loyalty.
Customer Support
360 Case Context
Agents see order, invoice, and shipping data inside tickets.
RMA and Warranty Automation
Approved returns create RMA orders and labels automatically.
Proactive Renewal Tasks
Expiring contracts spawn renewal tasks weeks ahead.

Free Proof of Concept for your Salesforce Integration

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

Amazon Web Services
ConnectWise Manage
Datto Autotask (formerly Autotask PSA)
Flowgear Enterprise API
Flowgears REST Request
Flowgears Web Request
FTP
Google Sheets
HubSpot
Magento
Microsoft Azure
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 CRM
Microsoft Excel
Microsoft SQL Server
MySQL
Odoo
Oracle
Oracle NetSuite
QuickBooks Online
Sage
Sage 200 Evolution
Sage 300
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)
SYSPRO
VAT IT
WhatsApp Messenger
WooCommerce
Workday
Xero
Zendesk
Zoho CRM
Asana
AssetPool
BambooHR
BlackBaud Raisers Edge
Coupa
Device42
Ebay
Exact Online
Frame
HaloITSM
Jira Integration
MariaDB
Microsoft OneDrive Graph
MongoDB
Oracle (Oracle Database and Oracle Cloud)
Pargo
Pinecone
Plytix
Smartsheet
Snowflake
Need a specific integration? 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

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.

Help Articles

Salesforce

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

Read more
Salesforce File

Provides file upload and download for Salesforce.

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Salesforce Bulk

Provides bulk functionality for Salesforce.

Read more

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

Popular examples and use cases

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

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.

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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