Integrating with Salesforce
Connect your system to Salesforce
Do you work with Salesforce alongside your own portal or application? ClickSmash connects them, so customer data is right in both places and your team does not have to keep track of things in two systems.
In short
- Your application, web shop or portal connected to Salesforce.
- Including accounts and contacts, opportunities, cases.
- One up-to-date view of the customer, in your CRM and in your own application.
- Also for existing software we did not build.
What we connect
What exactly we connect is something we decide together. Often it is:
- Accounts and contacts: the same data in your application and in Salesforce.
- Opportunities: a request or quote automatically becomes an opportunity.
- Cases: support requests from your portal arrive in Salesforce.
Good to know
Salesforce is often heavily customised. For an integration we therefore first look at your own fields and objects, so the data ends up in the right place in your setup.
How the integration works
We build the integration through the Salesforce API. After that the exchange runs automatically. If something goes wrong, it is recorded, so it can be corrected and nothing disappears unnoticed.
Also for existing software
We also add the integration to software we did not build. We then start with a technical intake: we look at how your system is put together and what it takes to make the integration reliable.
More about connecting systems, and all other integrations, can be found at connecting systems.
Want to connect your system to Salesforce?
Tell us which system you use and what has to be connected. We make a proposal.
Discuss your integrationOr call 020 717 3360
Frequently asked questions
Can you connect my application to Salesforce?
Yes. We build the integration with Salesforce for software we built and for existing applications.
Can data be synchronised in both directions?
Yes. Together we decide which system leads for which data, so changes do not overwrite each other.
What does an integration with Salesforce cost?
That depends on your system and on what has to be connected. After a first conversation you get a proposal with a price.
Our other services
Websites, apps and software
Websites, web shops, apps, portals and integrations your users enjoy working with. Built faster with AI.
Hosting and management
Updates, security and backups taken care of, also for applications built by someone else or by AI. You no longer have to think about it.
IT security
Advice and extra protection for your software and websites, now that hacking attempts and AI bots are on the rise.
AI in your business
AI tools in your workflows or AI features in your own software. Set up securely, so your team measurably saves time.
Software and AI advice
What is allowed, what is possible, what it costs and what it returns. On paper, so you can decide.