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CRM INTEGRATION

Salesforce integration for your website and app

We connect your website, customer portal or internal app to Salesforce, so leads, accounts and activity are created and updated in real time and your sales team sees everything in one place.

What we build with Salesforce

  • Web forms that create Salesforce leads with source, campaign and owner rules.
  • A customer or partner portal that reads and writes Salesforce records.
  • Call, email and meeting activity logged on the right record.
  • Sync between your app's database and Salesforce objects, including custom objects.
  • Alerts when a high-value lead or account changes status.

How the setup works

  1. 1We review your objects, fields, validation rules and lead assignment.
  2. 2We connect through a Salesforce connected app with OAuth and the least access needed.
  3. 3We build and test in a Salesforce sandbox.
  4. 4We deploy, monitor API usage and hand over documentation.

Who it is for

Sales teams on Salesforce who need their website or product to feed it reliably, without a full-time Salesforce developer. We usually add it as part of a website build, a web app or a workflow automation project.

Questions about Salesforce

Which Salesforce editions do you work with?

Editions with API access, such as Enterprise and Unlimited. Some Professional plans need the API add-on.

Do you work in a sandbox first?

Yes. Every build is tested in a sandbox before production.

Can you work with custom objects?

Yes. Custom objects and fields are part of the mapping step.

Using Salesforce already?

Tell us what you want connected. You get a fixed price and timeline in writing before we start.

Book a call

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