A CRM (Customer Relationship Management) system is an important type of software that allows businesses to manage and track customer interactions. Integrating your CRM system with your other systems is crucial for a unified view of customer data.
Our integrations remove the need for manual entry between systems, reducing the risks of data input errors. This allows your team using the CRM system to focus on new leads and opportunities.
CRM Integrations
SalesForce
SalesForce is a cloud-based CRM platform that enables businesses to manage customer interactions and data across departments such as sales, marketing and commerce. Its features are designed to improve customer relationships and streamline operations.
More about SalesForce CRM
Accounts
Create new and update existing accounts, export account information to third party systems and manage contracts for accounts.
Products
Create new and update existing products in SalesForce, as well as export product information to third party systems.
Opportunities & Orders
Create new and update existing opportunities in Salesforce. Also produce quotes for new opportunities or sales orders for closed opportunities in third party accounting systems.
Custom Objects & Forms
Import data into SalesForce custom objects and automate data extracts from custom objects.
CRM Integrations
Netsuite CRM
NetSuite is a cloud-based Enterprise Resource Planning (ERP) platform that helps businesses manage core processes like accounting, finance, inventory, order management, customer relationship management (CRM), and eCommerce in one integrated system.
It’s designed to improve visibility, efficiency, and scalability for businesses of all sizes, especially those experiencing growth or operating across multiple locations. NetSuite is owned by Oracle.
Customer & Contact Management
Create, update & Export Customer Records
Create, update & Export Contacts
Create, update & Export Addresses
Create, update & Export Custom Fields
Leads, Prospects & Opportunities
Create, update & Export convert to Prospects customer
Create, update & Export opportunities
Sales & Marketing Data
Create, update & Export Sales Orders
Convert to orders Estimates / Quotes
CRM Integrations
Access Prospect Soft CRM
Prospect Soft Stock-Aware CRM gives sales teams real-time visibility of stock, pricing, and customer information from Access Prospect Soft within a single CRM interface. By combining ERP data with customer and order management, it enables faster quoting, more accurate order creation, and better customer conversations..
Explore our range of integrations
Finance
Integrate your finance systems with other business systems for more efficient data transfer.
Banking
Connect your bank’s system with third party applications or businesses for automated data sharing and an enhanced financial experience.
Ecommerce
Integrate your ecommerce platforms with your other business systems for increased accuracy.
Field Service
Connect your field service management software with other business systems to streamline workflows and improve accuracy.
Expense Management
Integrate your expense management systems with other business software for real-time visibility into expenses.
Procurement
Connect your procurement systems to other internal and external applications for data accuracy and consistency.
File Transfer & Webhooks
Import and export data in almost any format with WeSyncit.