Integrating your Salesforce instance with other systems can bring in substantial benefits. Data coming in from other systems enriches Salesforce data, allowing you to get a more holistic view of the customer. Process integration across Salesforce and other systems streamlines your business processes such as invoicing . A number of technologies are available to securely integrate Salesforce with other systems.

Explore the integration methods supported across Salesforce.

We support a wide range of integration methods to connect Salesforce with modern applications, payment platforms, and legacy systems. Our approach ensures secure, scalable, and efficient data exchange depending on your technical requirements and infrastructure.

Salesforce and Xero Integration

Create invoices and credit notes in Salesforce when you mark an opportunity closed-won. Then automatically send them to Xero avoiding duplicate data entry .

Salesforce and Unit Registry Integration

Email a file containing FUM or unit holding data to Salesforce. Salesforce then reads the data and updates FUM and funds flow information in Salesforce.

Salesforce and DSS DEX Integration

Sync clients, cases, sessions, and scores between Salesforce and DSS DEX automatically to maintain consistent reporting and service delivery data. Monitor sync activity, surface submission errors, and re-upload corrected records directly from Salesforce.

Salesforce and Payment Gateway Integration

Accept credit card information on your website, charge the card and then automatically update relevant information such as payment amount in Salesforce.

We transform and map your data to integrate seamlessly with Salesforce, ensuring it is accurate, consistent, and ready for real business use. This includes preserving unique data to maintain key identifiers and prevent duplication, aligning external values with Salesforce through picklist mapping, and converting data types for compatibility across systems. We also normalize currencies and amounts for consistent financial reporting and clean up legacy data to resolve inconsistencies from older systems. From mismatched field types and invalid values to complex nested data, we handle real-world integration challenges so your data works exactly as it should within Salesforce.

We automate business processes end to end across multiple business systems where ever possible and there is a business case for doing so. If a process requires manual intervention we trigger appropriate workflows within Salesforce or other business systems. Process integration reduces or eliminates manual work and improves accuracy and timeliness.

Syncing billing data from Xero to Salesforce

Scenario: A professional services company uses Xero for accounting and Salesforce as its CRM. Account managers lack visibility into invoice status, credit notes, and customer balances, causing delays and finance dependency. Integration Goal: Sync Xero billing data into Salesforce, giving account managers real-time access to invoices, payments, credit notes, and outstanding balances. Method: A scheduled integration uses Xero REST APIs to sync billing records to Salesforce custom objects, netting credit notes against invoices.

Breaking silos: Shopify to Salesforce 360

Scenario: A retail brand uses Shopify for its storefront and Salesforce for customer engagement, but purchase, preference, and loyalty data remain siloed in Shopify, limiting personalised, consistent cross-channel experiences. Integration Goal: Sync Shopify profiles, orders, loyalty, and behavioural events into Salesforce for real-time Customer 360, precise segmentation, and personalised journeys. Method: Shopify webhooks push events to a REST API integration layer that writes records to Salesforce CRM and streams behavioural data to Data Cloud.

Real estate app: lead to opportunity sync

Scenario: A prospect registers on a real estate mobile app and submits a property inquiry. The system captures their details and tracks the journey from initial signup to active deal engagement within Salesforce. Integration Goal: New signups are recorded as Salesforce leads, qualified on property interest, converted into opportunities, and assigned to a sales agent. Method: The backend uses OAuth 2.0-secured REST APIs for server-to-server Salesforce integration, creating a lead on registration and converting it into a property-linked opportunity on inquiry.

What does Salesforce integration mean for my business?

Salesforce integration connects your CRM with your other systems, like web apps, payment gateways, or ERP tools, so data moves automatically and your team gets real-time visibility without manual updates.

Can you connect Salesforce with our existing .NET or Java applications?

We specialize in connecting Salesforce with systems built on .NET, Java, Node.js, Python, and more. Whether your setup is modern or legacy, we design secure, customized integration solutions.

What’s the best method to integrate Salesforce with my application?

That depends on your goals. For real-time sync, REST APIs and webhooks work best. For structured enterprise systems, SOAP APIs might be ideal. We’ll help you choose what fits your environment.

Can you integrate Salesforce with our payment systems or checkout forms?

Yes, Salesforce can be integrated with secure, hosted payment systems and checkout forms, ensuring PCI compliance while delivering a seamless and secure checkout experience for your customers.

How do you handle legacy system integrations with Salesforce?

We connect Salesforce to older systems through file-based or batch integrations, using formats like CSV or XML.

Our Salesforce services

Integration Use Cases

Connect Salesforce with any business application.

REST APIs

We implement REST-based integrations using JSON over HTTPS to enable real-time Create, Read, Update, and Delete (CRUD) operations. This approach is ideal for modern web and mobile applications due to its lightweight structure, speed, and scalability. REST APIs ensure reliable and seamless synchronization of data between systems.

GraphQL

GraphQL integrations allow applications to request exactly the data they need in a single query. This reduces unnecessary data transfer and improves overall performance. It helps prevent over-fetching and under-fetching of data, optimizes bandwidth usage, and is particularly effective for data-intensive or frontend-driven applications.

SOAP APIs and WSDL

For enterprise environments and regulated systems, we support XML-based SOAP API integrations. These integrations fully comply with WSDL specifications, providing strong data integrity and strict type safety. SOAP is especially suitable for organizations that rely on existing enterprise or legacy SOAP-based systems.

Webhooks and Callbacks

Webhook-based integrations enable real-time communication between Salesforce and third-party systems. They trigger instant updates when specific events occur, such as payment confirmations or system notifications. This event-driven approach reduces the need for constant polling and improves responsiveness.

SDKs and Client Libraries

We develop integrations using official SDKs and client libraries for various programming languages. These tools simplify authentication, streamline API communication, and provide built-in mechanisms for error handling and retries, reducing overall integration complexity.

Hosted Pages and Payment Forms

We integrate Salesforce with secure, provider-hosted payment pages and checkout forms. This approach helps maintain PCI compliance while ensuring strong data protection standards. Hosted payment solutions also offer a smooth and user-friendly checkout experience and can be deployed quickly with minimal security overhead.

Legacy System Integration and Batch Processing

For organizations using traditional systems, we support secure file-based integrations through batch processing. This includes data exchange via formats such as CSV and XML, making it ideal for bulk data uploads and scheduled transfers while ensuring compatibility with legacy infrastructure.