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Salesforce® Integration Services

Codleo delivers expert Salesforce Integration, connecting your CRM with systems like ERP and marketing tools. Our consultants automate workflows, unify data, and enable real-time insights for better productivity and smarter decisions.

Consolidate Your Company with
Salesforce® CRM Integration Solutions

Our Salesforce Integration connects your Salesforce CRM with the other external systems you use every day. These systems can include accounting, marketing, and customer service software, as well as platforms like social media, e-commerce, and email marketing.

Every system holds essential data about your customers and operations, but they typically operate independently. Salesforce CRM Integration helps by connecting these systems. It enables them to share information, providing you with a clear and comprehensive view of your business. You won't need to switch between systems to find essential details.

At Codleo, we know that each business has different needs. That’s why we provide various solutions to connect your Salesforce CRM with the external systems that are important to you. Our Salesforce integration consultants can create real-time data connections using APIs, integrate with data warehouses or applications using pre-built connectors, and develop custom solutions to fit your business requirements.

With a strong Salesforce integration solution, Codleo helps you get the most out of Salesforce. We don’t just connect your CRM and systems; we create a complete data environment.

Salesforce® Integration Services
We Specialize In

As a trusted Salesforce Integration Partner, we help businesses connect Salesforce with other systems to ensure a smooth data flow and facilitate cross-departmental collaboration.

When systems are properly integrated, businesses benefit from single-point access for users, real-time data synchronization, and automated processes. It improves the accuracy, speed, and reliability of information across all departments.

Successful Salesforce CRM implementation depends on seamless integration. It unlocks the actual value of your company’s data by connecting Salesforce with ERP, marketing, finance, and other platforms.

Salesforce Integration with ERP
Web sales in salesforce

One of the popular uses of Salesforce integration is ERP integration i.e. of Enterprise Resource Planning (ERP) software integration. Salesforce to ERP integration enables you and your company to:

  • Sync the Front Office Sales with the Back-office departments by placing the requirement in ERP
  • Obtain a holistic outlook of Customer relationship in CRM comprising Order Status, delivery Information, bills, payments, etc
  • Obtain an outlook on Inventory, and the need for enhanced decision making
  • Keep the Products & rates in tandem
  • Keep the Client Master in tandem

Codleo, one of the best Salesforce Integration Partners, has enabled many companies by integrating Salesforce with popular ERP systems like SAP, Infor, Oracle NetSuite, Oracle Apps, Microsoft Dynamics, etc.

Salesforce Integration with Accounting Software
Web service in salesforce

Accurate financial transaction information enhances control over data entry, invoice generation, and payment collection. Whether using standard third-party software like Zoho Books or QuickBooks, or customized finance and accounting solutions, we have extensive experience in handling a wide array of Salesforce integrations. Our accounting integration services empower businesses with a comprehensive view and analysis of their financial data, enabling the generation of valuable business insights. Our Salesforce integration consultants ensure seamless integration for a complete 360-degree financial overview.

Salesforce Integration with E-commerce Platforms
Marketing screen in Salesforce

If your company is already aligned with an e-commerce platform then integrating the Salesforce edition will enhance productivity & client service. Such types of integrations involve integrating customer data, order records, inventory data etc. Such Salesforce integration enables an spike of earnings per client and development of client service, together with:

  • Marketing personalized campaigns
  • Improving inventory management & demand prediction
  • Strengthening client profiles with order and perusing legacy for better cross-selling and up-selling
  • Creating client self-service via client portals
Salesforce Calendar & Email Integration
Salesforce Community

Our Salesforce Integration experts help you by amalgamating Salesforce with email & calendaring services. The overall productivity of your company increases when we integrate emails, tasks & calendars together. It also enables a smooth end users experience at one source. Real-time synchronization with Outlook and Microsoft Exchange keeps staff updated on upcoming tasks and appointments. To enhance workforce productivity, we create a collaborative ecosystem by integrating calendar and email functions with Salesforce CRM. Our Salesforce integration consultants facilitate seamless integration with various productivity tools, including calendar and email clients, eliminating the need to log into multiple applications.

Salesforce Integration with marketing software
Salesforce health cloud

The amalgamation of Salesforce CRM with Marketing automation systems enable enhanced alignment of Sales and Marketing operations. These fusions enable businesses in developing client journeys, interaction with prospective clients, prospect nourishment, & enhanced marketing management.

Social Media & Digital Engagement Integration
Salesforce data architecture HEDA

Improve your outreach via every digital channel — such as mobile messaging, web chat, social networks, and more — in order to experience a holistic service experience on the #1 CRM platform for service. To deliver curated client experience, companies have been updated about customer’s posts, interests, news & views. Integrating social media channels such as Facebook, LinkedIn, Twitter, enables the sales team to track potential social activities, and improves visibility into social handles performance.

REST / SOAP API
REST / SOAP API

REST and SOAP APIs are commonly used to integrate Salesforce with third-party web and mobile applications that require limited data access. At Codleo Consulting, we have extensive experience serving a global client base across various industries. We are a preferred Salesforce integration partner, specializing in integrating Salesforce into websites, mobile apps, cloud applications, and other enterprise systems using REST/SOAP APIs or custom web services tailored to specific business needs.

Marketing Automation Integration
REST / SOAP API

Effective CRM integration with marketing automation accelerates lead nurturing, boosts lead conversion rates, and enhances customer engagement. Our Salesforce integration services significantly increase business opportunities by implementing effective marketing strategies and creating personalized customer journeys. With a strong track record in Salesforce.com integration, we streamline the integration of various marketing tools including Marketing Cloud, Pardot, Marketo, Eloqua, MailChimp, HubSpot, Zoho Campaigns, and more.

Chatbot Integration
REST / SOAP API

Integrating chatbots with Salesforce grants complete control over information searches, automatic call responses, and improved customer engagement. Salesforce provides a robust platform equipped with automated CRM and built-in artificial intelligence (AI). We help enterprises leverage AI-powered Salesforce applications by integrating chatbots to enhance the customer experience.

Payment Gateway Integration
REST / SOAP API

Salesforce enables the secure integration of payment gateways to streamline the sales process. Codleo Consulting provides dependable services to integrate Salesforce with popular payment gateways, facilitating payments through various methods. Our secure payment gateway integration services automate the recording of transactions in the Salesforce CRM database, helping organizations create a centralized platform for managing payments and nurturing leads effectively.

Collaboration Tools Integration
REST / SOAP API

Organizations are increasingly using collaboration tools such as Office 365 and SharePoint to manage and store essential business information. Our Salesforce integration consultants assist companies in establishing an organized content management system that facilitates seamless team collaboration. By integrating these collaboration tools with Salesforce, we help organizations significantly reduce licensing costs and eliminate document duplication.

CTI
REST / SOAP API

Computer Telephony Integration (CTI) enables businesses to nurture leads more efficiently and enhance customer experience. Our CTI services help organizations boost their sales outreach by integrating inbound and outbound call management directly into their CRM, allowing PSTN and VoIP calls within the Salesforce platform. Codleo's Salesforce and CTI integration services enhance call management and lead capturing through features like automatic dialing, one-click calls, call routing, distribution, logging, and recording.

ITSM Integration
REST / SOAP API

Integrating Salesforce with IT service management (ITSM) enhances visibility into support and sales processes, fostering better internal communication. As a renowned Salesforce integration partner, we streamline service ticket resolution and improve customer interactions by enabling real-time tracking of customer issues, requests, and opportunities. We assist businesses in prioritizing service requests based on customer history and the urgency of the issue, allowing for more agile and effective customer service.

We provide the following
Salesforce® Services for you

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Salesforce®
Consulting Services

Our team of certified Salesforce consultants partner with you to leverage the potential of Salesforce multiverse. Our Salesforce Consulting Services is based on an in-depth analysis of your business, its processes and workflows, consultations with all stakeholders as well as identification of issues and definitive business goals.

Salesforce®
Consulting Services

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Salesforce®
Implementation Services

Implementing a Salesforce project from scratch requires an experienced hand to ensure that it meets a company’s business goals. It also ensures that Salesforce Implementation Services project runs smoothly & seamlessly. Our Salesforce Implementation Services conforms to the highest standards and best practices.

Salesforce®
Implementation Services

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Salesforce®
Integration Services

Our Salesforce Integration Services delivers a smooth integration with business tools as diverse as WhatsApp, Jira and Quickbooks. Our expertise delivers an integrated tool that enhances productivity and lowers time spent on switching between screens. Salesforce Integration Services ensure a seamless experience, like silk.

Salesforce®
Integration Services

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Salesforce®
Support Services

Our comprehensive Salesforce Support Services cover correcting issues, integrating custom features, fixing bugs, training to end users and so on. Our expertise ensures a robust org and its superior performance. Daily org management, issue resolution, upgrades, and enhancements can be challenging for non-Salesforce experts.

Salesforce®
Support Services

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Salesforce®
Lightning Migration

We carry out a seamless Salesforce Lightning Migration so that your org is up to speed with the latest and greatest that Salesforce Inc has to offer. Experts with years of migration experience behind them carry out this process with care and due diligence. Time to migrate from Salesforce Classic to Lightning for businesses.

Salesforce®
Lightning Migration

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Salesforce®
Development Services

Our Salesforce Development Services empower businesses to customize, enhance, and optimize their Salesforce org to meet unique requirements. Whether you need custom applications, automation, integrations, or enhancements, our team of Salesforce experts ensures seamless development solutions.

Salesforce®
Development Services

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Salesforce Data Cloud
+ AI + Tableau

Combine the power of Salesforce Data Cloud, AI, and Tableau to turn raw data into actionable insights. From data unification to intelligent predictions and stunning visual dashboards, this trio empowers businesses to make faster, smarter, and more strategic decisions.

Salesforce Data Cloud
+ AI + Tableau

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Blockchain Platform Icon

Salesforce® Marketing
Cloud Staffing Services

Salesforce Marketing Cloud is the tool every marketing team needs in its tech stack. Every business can also do with Salesforce Marketing Cloud Staffing Services that ensure that the tool is leveraged to its maximum to deliver the goods. Certified specialists ensure winning campaigns.

Salesforce® Marketing
Cloud Staffing Services

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Salesforce®
CRM Health Check

Salesforce CRM Health Check throws up many a surprise and is an eye opener for most businesses. Our comprehensive report details the lacunas and the remedial measures that need to be taken immediately. It’s a health check that does wonders for businesses in their quest for enhanced ROI.

Salesforce®
CRM Health Check

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Get Expert Consultation on
Salesforce® Integration Services

Struggling to connect Salesforce with your apps or systems? Codleo offers reliable Salesforce Integration Services that sync your data in real time and improve business efficiency.
As a trusted Salesforce Integration Partner, we help you connect CRM with ERP, marketing, finance, or custom tools—quickly and securely.

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Feedback from our clients

"I wanted to take a moment to express my sincere gratitude and appreciation for the exceptional work your team has done as our Salesforce partner. Your team's ability to understand our business needs and deliver beyond our expectations has been truly remarkable. Not only have you consistently provided us with the necessary support and solutions for complex integrations with Salesforce, but your team has also gone the extra mile by providing valuable suggestions to improve our overall experience. Your team's extensive experience and efficient style of working have put us at ease and allowed us to set high expectations that you consistently surpass. Your dedication to ensuring our success is evident in every interaction we have with your team. We highly recommend Codleo for any organization seeking a partner for complex integrations with Salesforce. Your team's professionalism, expertise, and commitment to excellence are unmatched. Thank you again for your outstanding work and support. "

Financial Services

"Codleo have the great resources on salesforce. We utilized there services from migrating classic to Lightning. We have lot of customization built on Java Script. There extensive knowledge and inputs made the migration smooth and easy."

Financial Services

"My experience with Codleo has been nothing short of exceptional. From the outset, their commitment to delivering high-quality results has been evident in every interaction. Their expertise, professionalism, and attention to detail have consistently surpassed my expectations. The Codleo team especially Vineet and Ayushi has demonstrated a keen understanding of our unique needs and challenges, providing tailored solutions that have proven to be both innovative and effective. Their proactive communication and collaborative approach have fostered a seamless working relationship, creating a positive and productive environment. I wholeheartedly recommend Codleo to prospective clients seeking a reliable, skilled, and dedicated collaborator who consistently goes above and beyond to deliver outstanding outcomes."

High Tech

"Excellent project management skills, with highly talented project team, who have sufficient experience in comprehending complex requirements and applying the Salesforce solution to resolve them."

Financial Services

"Codleo was very engaged and drove required action necessary to define requirements and gather feedback throughout the project. They were patient with our need for adjusting requirements and troubleshooting issues that arose during our UAT."

Engineering, Construction, & Real Estate

"Team Codleo has been supportive with changes and new adaptations. They provide adequate guidance and solutions. The team is always responsive and available for all queries. Akash, Aman, Gaurav and Mohit make a brilliant team to work with. Look forward to more projects with them!!"

Healthcare & Life Sciences

"Working with Codleo has been an absolute pleasure. Their team of skilled professionals is not only knowledgeable in their field but also dedicated to providing top-notch service and support. They took the time to understand our unique needs and developed a tailored solution that exceeded our expectations. I can recommend Codleo highly enough for any business seeking innovative software solutions and exceptional customer care."

Travel, Transportation, and Hospitality

"Great customer experience for small businesses!!! The team is very experienced and hands-on in onboarded a small business like ours onto Salesforce. They adapted almost every requirement and even suggested improvements in implementing processes that shall better the current functioning of our organisation."

High Tech

"It's been good working with the team. They are very cooperative & understanding. They ensure the development done is inline with the requirements submitted. The Project Manager, Rohit Gupta takes the ownership of the tasks & gets the job done."

Engineering, Construction, & Real Estate

"Our experience is good working with the Codleo teams. They understand your requirements and deliver within a timeline. I appreciate the teams."

Healthcare & Life Sciences

"Everyone in the team is knowledgeable and helpful. They go above and beyond to make sure that we are well versed with the software use."

Healthcare & Life Sciences

"Working with Codleo has been an absolute pleasure. Their team of skilled professionals is not only knowledgeable in their field but also dedicated to providing top-notch service and support. They took the time to understand our unique needs and developed a tailored solution that exceeded our expectations. I can recommend Codleo highly enough for any business seeking innovative software solutions and exceptional customer care."

Hospitality Industry

"Team Codleo has been supportive with changes and new adaptations. They provide adequate guidance and solutions. The team is always responsive and available for all queries. Akash and Gaurav make a brilliant team to work with. Look forward to more projects with them!!"

CMO, Healthcare & Life Sciences Industry

"Codleo was very engaged and drove required action necessary to define requirements and gather feedback throughout the project. They were patient with our need for adjusting requirements and troubleshooting issues that arose during our UAT."

Real Estate Industry

"My experience with Codleo has been nothing short of exceptional. From the outset, their commitment to delivering high-quality results has been evident in every interaction. Their expertise, professionalism, and attention to detail have consistently surpassed my expectations. The Codleo team especially Vineet and Ayushi has demonstrated a keen understanding of our unique needs and challenges, providing tailored solutions that have proven to be both innovative and effective. Their proactive communication and collaborative approach have fostered a seamless working relationship, creating a positive and productive environment. I wholeheartedly recommend Codleo to prospective clients seeking a reliable, skilled, and dedicated collaborator who consistently goes above and beyond to deliver outstanding outcomes."

High Tech Industry

"Codleo team is quite young, however, very enthusiastic about their deliverables. It was very easy to deal with them as their project management communication process is not bureaucratic. They are upfront on what is doable and what is not, and they do put effort to research around solutions before they communicate. So overall very satisfactory work they did for us."

CMO, FinTech Industry

"Codleo has marked a very good footprint in the Ed-tech Companies. During the lockdown, we faced a lot of disruptions because of the complicated system, where all the data was siloed and we were unable to get complete information on any student or school, on a single page. No single sign was there from where one could see data in an integrated manner. With the help of Salesforce CRM and Codleo who implemented it with a better solution, we can now work & track everything from the single sign-on and can internally collaborate to crack any deal."

Marketing Lead, Educational Institute

"We have been very pleased with our relationship with Codleo. The team is very knowledgeable and efficient . We are in a different time zone, but their team is always available if any help is required by us. They have beautifully implemented our system and we are happy to partner with Codleo in the future as well."

CEO, Healthcare Company

"We have been engaged with Codleo from the past one year. They helped us to design & implement top notch end to end solutions on top of Salesforce. We had issues with our earlier CRM. Data was in silos and the team was unable to update. Codleo has a competent technical team who have innovative ideas to provide solutions industry-wise. Codleo designed our structure in such a way that the whole team is now on a single platform and can collaborate with each other without wasting time."

Project Manager, Professional Services

"We have been working with Codleo for over 3 years now and continue to be very pleased with our relationship. The team is very knowledgeable and extremely helpful. We are in different time zones and still Codleo is always very accommodating to our needs and request. They are very efficient in implementing our needs and expressing our vision. We are happy to partner with Codleo in the future as well."

Lisa, Director (BD), Caliber Autism

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LET'S MEET

Mob: +91 93118 16065

India Office Address

603 D-Mall Netaji Subhash Place, Delhi 110034 IND

Logix Cyber Park, Tower D, 9th & C-28 & 29, C Block, Sector 62,Noida, Gautam Buddh Nagar, Uttar Pradesh 201301

US Office Addresses

16192 Coastal Highway Lewes, Delaware 19958 USA

539 W. Commerce St Suite 6079, Dallas, TX 75208 USA

consult@codleo.com

FAQ

Frequently Asked Questions

Salesforce Integration Company benefits you in following ways:

  • Provides more insightful reporting
  • Increases your organisations productivity
  • Help you to get effortless access to data
  • Automates workflows without any programming language

Salesforce Integration Services are tools and methods that connect Salesforce with other Salesforce products, software, and platforms. These services facilitate the seamless flow of data between different systems. It allows users to access and use the information they need more efficiently.

Checklist to follow to find best Salesforce Integration Firm:

  • Check Salesforce partner list for your country/state:
  • Check if they have any certification or not
  • Check for which niche they had worked
  • Check how much experience they have

Salesforce can integrate with a wide variety of platforms and systems, including:

  • Accounting systems include QuickBooks, Xero, Sage, NetSuite, and others.
  • Marketing automation platforms: Marketo, Pardot, Eloqua, MailChimp, etc
  • E-commerce platforms: Magento, Shopify, BigCommerce, WooCommerce, etc.
  • Social media platforms include Facebook, Twitter, LinkedIn, and others.
  • Communication platforms: Slack, Zoom, Microsoft Teams, Skype, etc.
  • Project management platforms include Asana, Trello, Jira, Basecamp, and others.
  • Data visualization platforms include Tableau, Power BI, Looker, QlikView, and others.
  • Payment gateways: Stripe, PayPal, Authorize.net, etc.
  • Shipping providers: FedEx, UPS, DHL, etc.
  • Custom platforms: Salesforce can also integrate with custom platforms and systems using APIs, web services, custom code, and other methods.

A Salesforce Integration firm should have experience on:

  • Salesforce Integrations with development skills
  • Integrating Salesforce with third applications
  • Experience with Salesforce lightning framework
  • Experience with Salesforce platform production deployments

Best Salesforce integration Tools that Salesforce Integration Vendor uses are:

  • Rapidionline
  • Mulesoft
  • Skywire
  • Commercient
  • Orbis
  • Jitterbit

While Salesforce integration streamlines business operations, it can present several technical and operational challenges if not planned properly. Understanding these issues early can help prevent project delays and data inconsistencies.

  • Data mismatches or duplication
  • API limitations or rate limits
  • Poor documentation of external systems
  • Authentication and security mismatches
  • Workflow conflicts between systems

Depends on:

  • Number of systems involved
  • Complexity of workflows
  • Data volume and format
  • Simple integrations may take a few days, while complex enterprise projects can span several weeks.

Here is list of certifications a Salesforce Company in India should have?

  • Certified Platform Developer
  • Certified Solution Consultant
  • Certified Administrator
  • Certified Analyst

Salesforce can be integrated using several approaches depending on your business needs, system complexity, and real-time requirements. Below are the most commonly used integration methods:

  • API-based Integration (REST/SOAP APIs)
  • Middleware tools (e.g., MuleSoft, Jitterbit, Dell Boomi)
  • AppExchange Connectors
  • Custom Apex code integration
  • Webhooks and third-party plugins
  • Data Loader & External Services for scheduled imports/exports without real-time sync
  • Salesforce Connect to access external data in real-time without data replication

The benefits of working with Salesforce Integration Companies in India are:

  • Provides all useful information partner requires to close the deal
  • Helps the partner to Increase work speed and selling
  • Helps in increasing the ROI by driving more demand
  • Makes the selling faster and easy for the partner
  • Deliver the best Insight on any device anywhere

Every business has unique needs, which means the cost of Salesforce integration can differ from one organization to another. Factors that affect the overall cost include the type of integration, its complexity, and the specific business requirements. To learn more about pricing for customized integrations, please contact our experts today.

Choosing the right Salesforce Integration Partner is crucial for effectively combining business systems. Key factors to consider include their experience in your industry, Salesforce certifications, reputation and references, communication style, cost and value, ability to scale and provide support, technical skills, flexibility, proven success, and location.

Salesforce integration helps eliminate data silos by automating the flow of data. It ensures that your teams receive accurate information across all systems. As a result, decisions are based on reliable data, and teams can work together effectively to achieve the organization’s goals. By integrating all systems, businesses gain a complete view of customer data. It enables personalized interactions and enhances the sales pipeline.

A Salesforce Integration Partner can help you with the following challenges:

  • Mismatch of data & field types during Data Mapping
  • Duplicate Records
  • Auto-ID Creation
  • Data Migration as data storage may vary
  • Defining the Scope Precisely
  • Promoting Bad Data
  • Misinterpreting Real-Time Integration
  • Data Rate Limits
  • Identifying Accurate OOB Features/ Connectors
  • Choosing Right Apps on AppExchange
  • Data Validation
  • Partial Decision Making
  • Understanding Objects Relationship