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Salesforce Systems Integration

Your business runs on more than one system. We connect Salesforce to the rest of your tech stack — ERPs, accounting platforms, marketing tools, custom APIs, and legacy systems — so your data flows where it needs to, automatically.

30+
Backend systems integrated
2-Way
Bi-directional data sync
Real-time or Batch
Sync — based on what makes sense
Integration Capabilities

Every integration, fully handled

Whether you need a quick point-to-point connection or a full iPaaS middleware architecture, we have the experience to deliver it reliably.

Middleware & iPaaS Integrations

We build and manage enterprise-grade integration layers using leading middleware platforms, giving you a centralized hub that connects all your systems reliably and at scale.

  • MuleSoft Composer
  • Informatica & Jitterbit deployments
  • Zapier, Make (Integromat) & Workato
  • Error handling, retry logic & monitoring

Custom API Development

When a third-party integration tool isn't the right fit, we write custom REST and SOAP API integrations directly — clean, documented code that you own completely.

  • Salesforce Connected Apps & OAuth
  • Inbound & outbound REST/SOAP APIs
  • Webhook & event-driven architectures
  • API versioning & backward compatibility

ERP & Accounting Integrations

Eliminate double-entry and keep your finance and CRM data in sync. We connect Salesforce bidirectionally to your ERP and accounting systems so nothing falls through the cracks.

  • QuickBooks Online & Desktop
  • Sage Intacct & Sage 300
  • NetSuite, SAP & Microsoft Dynamics
  • Order-to-cash & quote-to-invoice flows

Marketing & E-commerce

Connect your marketing and storefront platforms to Salesforce so leads, orders, and customer behaviour sync automatically — giving your sales team the full picture.

  • HubSpot & Pardot / Marketing Cloud
  • Mailchimp &
  • Shopify & WooCommerce
  • Lead capture & web form sync

Operations & Productivity

We connect your project management, communication, and document tools to Salesforce — so workflows, approvals, and team activity stay in sync across systems.

  • Jira, Monday & Asana
  • DocuSign & Adobe Sign
  • Slack & Microsoft Teams
  • Twilio SMS & voice

Legacy & Custom System Integrations

Don't let an old or proprietary system hold back your Salesforce investment. We build bridge integrations for legacy databases, industry-specific platforms, and homegrown software.

  • SQL database direct integrations
  • File-based (SFTP/CSV) sync pipelines
  • Custom middleware & proxy services
Our Approach

Integrations done right — not just done fast

A broken integration is worse than no integration. We follow a proven process that delivers reliable, maintainable connections.

Discovery & Mapping

We document every data field, business rule, and sync frequency requirement before writing a single line of code.

Architecture Design

We choose the right tool — middleware, native API, or custom code — based on volume, latency needs, and long-term maintainability.

Build & Test

All integrations are built in sandbox, tested with real data samples, and validated against error scenarios before going live.

Monitoring & Support

Every integration includes post-go-live support. If something breaks or behaves unexpectedly, we're available to troubleshoot and resolve it — no ticketing system, just direct access to the team that built it.

Systems We Work With

30+ backend systems integrated

From major enterprise platforms to niche industry tools, we've built integrations across the full spectrum of business software.

ERP & Accounting
  • QuickBooks Online & Desktop
  • Sage 300
  • TMW
  • Microsoft Dynamics 365
  • Maxio AB
  • Xero
Marketing & E-commerce
  • HubSpot
  • Pardot / Marketing Cloud
  • Mailchimp
  • Shopify
  • Recurly
  • Naviga
Ops & Productivity
  • Jira, Monday & Asana
  • DocuSign & Adobe Sign
  • Slack & Microsoft Teams
  • Twilio
  • Zendesk
Middleware & Custom
  • MuleSoft Composer
  • Informatica & Jitterbit
  • Zapier, Make & Workato
  • SQL & database direct
  • SFTP / file-based pipelines
  • Custom REST / SOAP APIs
Featured Integration

AML Screening, Built Into Salesforce

For regulated businesses, we offer a Salesforce-native AML integration powered by Canchek — run compliance checks, surface categorized results, and generate audit-ready PDF reports without leaving your CRM.

Canchek Salesforce-Native

Salesforce + Canchek AML Integration

Launch AML checks from Account, Contact, or Case records. Results are categorized by sanctions, PEP, watchlist, and more — with a full audit trail and print-ready compliance reports saved directly to Salesforce Files.

  • Fully Salesforce-native — no tab switching
  • Complete evidence trail on every check
  • PDF reports saved to Salesforce Files
Learn More Book a Demo

Ready to connect your systems?

Tell us what you're trying to connect and we'll scope the integration — no jargon, no commitment.

Book a Free Integration Discovery 204-414-1284