Salesforce Integration

Unify customer, sales, and revenue data across your technology stack with a scalable, API-driven Salesforce integration.

What the Salesforce Integration Does

The Salesforce integration with iPaaS.com enables automated, bi-directional data synchronization between Salesforce CRM and your connected business applications. Customer records, accounts, opportunities, orders, and fulfillment updates flow seamlessly across systems, ensuring sales, operations, and finance teams work from consistent, up-to-date data.

Workflows can be configured to treat Salesforce as the system of record for customer and pipeline data while syncing operational updates from ERP, ecommerce, and logistics platforms.

Common Connections

Subscribers often integrate Salesforce with NetSuite, Acumatica, Shopify, BigCommerce, HubSpot, Marketo, ShipStation, and ShipBob.

Key Use Cases

  • Sync customers and accounts between Salesforce and ERP systems
  • Automate opportunity-to-order workflows
  • Maintain accurate pipeline, revenue, and fulfillment visibility
  • Eliminate manual CRM and ERP data entry
  • Align sales, operations, and finance teams

Workflow Examples

  1. New Customers: Automatically create or update Salesforce accounts and contacts from ecommerce or ERP systems.
  2. ERP Order Status: Sync order, invoice, and fulfillment status back to Salesforce for sales visibility.
  3. Ecommerce Orders: Share order history and customer activity from Shopify or BigCommerce with Salesforce.
  4. Marketing Leads: Sync qualified leads from marketing platforms into Salesforce for sales follow-up.

Multi-System Workflow Example

A retailer can integrate Pimcore (PIM/MDM), Shopify (commerce), NetSuite (ERP), and Salesforce (CRM) to automatically update product information, media assets, and customer data across all systems.

Who This is For

  • Retailers, brands, and manufacturers managing complex product catalogs and assets
  • Businesses needing consistent customer, product, and media data across channels
  • Organizations seeking automated, centralized data workflows
  • Companies aiming to improve operational efficiency and data accuracy

Frequently Asked Questions (FAQs)

Salesforce CRM integration to unify customer records, connect CRM platforms, and enable real-time sales visibility with iPaaS.com
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Related Integrations

Shopify, BigCommerce, Salesforce, NetSuite

Supported Data Objects

  • Accounts: Centralize company-level customer records and relationships.
  • Contacts: Keep contact information consistent across CRM and connected systems.

Supported Integration Directions

  • Bi-directional
  • One-way

Why partner with iPaaS.com

At iPaaS.com, we believe the best outcomes are built through strong partnerships. That’s why our platform is designed to empower our partners to lead, deliver, and grow — with the tools, support, and revenue opportunities you need to succeed.

Partner Ecosystem

Join a network of trusted agencies, system integrators, and technology leaders who are solving integration challenges for merchants, manufacturers, and modern brands.

Scalable Infrastructure

Deliver unmatched flexibility and speed using our MACH-based, API-first platform — built to support rapid scaling and real-time performance.

Sales Enablement

Tap into trainings and certifications, co-marketing, and thought leadership opportunities that amplify your expertise and build pipeline.

Revenue Opportunities

Accelerate delivery and reduce risk with access to a marketplace of certified integrations, prebuilt templates, and advanced orchestration tools.

"As a Solutions Provider, we draw on our expertise, experience, and strategic partnerships to deliver meaningful outcomes for our customers. Among these partnerships, our collaboration with iPaaS.com stands out as truly exceptional."
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