01
Customer 360 sync
Orders, invoices, tickets and marketing engagement are aligned to one company record in Salesforce using per-field ownership.
Outcome: no more three versions of the same customer.
Salesforce integration specialists
Salesforce API integration and platform bridging
Getting Salesforce to talk to the rest of your systems means keeping contacts, deal stages and pipeline value correct on both sides, automatically. That is the integration work we do.
Fixed-scope engagements, delivered by UK-based integration engineers. Documentation and source code handed over on completion.
- ✓REST, Bulk & Streaming
- ✓Platform Events
- ✓Field-level conflict rules
What we can connect Salesforce to
Salesforce holds your accounts, contacts and opportunities. Every other system in the business holds a partial copy of the same data. Our role is to make one the source of truth and keep the rest aligned — through the Salesforce API, webhooks where they exist, and a bridging layer where the destination platform has no usable interface of its own.
Ecommerce platforms
Bring customers, orders and lifetime value into Salesforce so service and marketing work from real purchase behaviour.
Shopify, WooCommerce, Magento
Accounting and billing
Sync companies, contacts, invoices and payment status between Salesforce and finance so sales sees what is paid and what is on stop.
Sage, Xero, QuickBooks, Chargebee
ERP and operations
Surface live stock, pricing and order status from the ERP inside Salesforce, and push won deals back as orders.
NetSuite, Dynamics, Unleashed
Support and success
Keep tickets, conversations and health scores aligned between Salesforce and the help desk so account owners are not surprised.
Zendesk, Freshdesk, Intercom
Marketing automation
Two-way contact and consent sync between Salesforce and the marketing platform, with suppression respected on both sides.
Mailchimp, Klaviyo, ActiveCampaign
Bespoke and legacy systems
A quoting tool, a portal, a services database — wrapped in a documented API and synchronised with conflict rules.
SQL Server, MySQL, SFTP, SOAP
Common Salesforce integration use cases
Each is a defined, testable data flow rather than an open-ended development project.
02
Quote-to-order
A won opportunity in Salesforce creates an order in the ERP or storefront with the agreed lines, pricing and terms.
Outcome: no re-keying between sales and operations.
03
Consent and suppression
Marketing consent set anywhere is reflected in Salesforce and the email platform within minutes, with an audit trail.
Outcome: defensible consent position.
04
Billing status in the CRM
Overdue balances and credit limits from finance appear on the Salesforce record so account managers can act.
Outcome: fewer awkward conversations after the fact.
05
Lifecycle triggers
First order, repeat order, churn-risk and renewal events from other systems raise tasks and workflows in Salesforce.
Outcome: proactive rather than reactive account management.
06
Data hygiene
Deduplication and normalisation rules run as records move into Salesforce, not as a quarterly clean-up project.
Outcome: reporting you can trust.
How a Salesforce API integration is delivered
Four stages, fixed scope agreed before any code is written. Typical delivery for a single-system integration is two to four weeks.
Stage one
Discovery and data mapping
We document the systems involved, the direction of each flow, and every field that must move — including the awkward ones such as tax, discounts and multi-currency.
Output: written integration specification.
Stage two
Fixed scope and estimate
The specification becomes a fixed-price proposal with a delivery schedule and defined acceptance criteria. No time-and-materials open ends.
Output: costed scope for sign-off.
Stage three
Build and testing
Development against a Salesforce development or sandbox environment and a sandbox of the destination system, with your own data used for acceptance testing.
Output: tested integration and test evidence.
Stage four
Go-live and handover
Controlled cutover with monitoring in place, followed by handover of code, credentials and documentation, and a period of hypercare support.
Output: live integration, owned by you.
Have a Salesforce data flow in mind? We will tell you what it takes before you commit.
Request a scopeSalesforce API bridging when there is no direct connector
The hard part is rarely Salesforce itself. It is making sure the system on the other end of the wire — often older, undocumented, or maintained by someone who has since left — still gets what it needs, in the shape it expects.
In practice that means a queue that absorbs traffic spikes, retries failed calls against Salesforce's REST / Bulk / Streaming API limits, and a log of every transaction so a disputed record can be traced end to end. When Salesforce changes its API, only the bridge needs updating — not every downstream system.
If there is no usable interface at all, the fallback is a flat-file exchange, a direct database connection, or a small REST wrapper we write and host ourselves — whichever fits what is actually there.
Included in every bridge we build
- →Error handling with alerting when a transfer fails
- →Automatic retries that respect the platform API rate limits
- →A transaction log for tracing any individual record
- →Idempotency so a repeated webhook cannot duplicate a record
- →Field-level mapping documentation you can hand to any developer
- →A staging environment that mirrors production
Salesforce integration FAQs
A single-direction integration between Salesforce and one business system is typically delivered in two to four weeks, including discovery, field-level mapping, build against a sandbox, acceptance testing with your own data and supported go-live. Multi-system programmes are phased.
Yes. Where the other platform has no modern API we bridge it — scheduled file exchange over SFTP, a database-level connector, or a middleware layer that exposes a documented REST interface to Salesforce while speaking the legacy system's own protocol behind it.
You do. Source code, credentials, configuration and documentation are handed over on completion, and there is no licence fee for continuing to use it. Monitoring and change support are available under a separate agreement.
Major platforms version their APIs and support each version for a defined period. Integrations under a support agreement are reviewed each release cycle and migrated ahead of deprecation dates; for handed-over work the version dependencies are documented so your team can plan.
Other platforms we integrate
Each platform has its own integration guide covering authentication, available endpoints and typical data flows.
