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Salesforce® Integration Services

Codleo delivers expert Salesforce Integration, connecting your CRM with systems like ERP and marketing tools. Our consultants automate workflows, unify data, and enable real-time insights for better productivity and smarter decisions.

Simplify Business Operations with Codleo's Salesforce® Integration Services

Codleo is a leading Salesforce Integration Partner helping businesses connect their Salesforce CRM with ERP, marketing automation, accounting tools like QuickBooks, and other cloud platforms. Our integration services enhance data flow, automate workflows, and boost team productivity without altering your existing business model.

We offer secure, scalable integrations tailored to your business needs — from Salesforce-to-Salesforce (S2S) connections and real-time data sync to third-party app integration using web services and APIs. For data migration, we utilize Salesforce Data Loader and evaluate third-party tools to ensure seamless transitions from platforms such as Microsoft Dynamics CRM.

Codleo is one of the top Salesforce integration companies in India. We provide solutions that help you make the most of Salesforce CRM. Our certified consultants help your business operate smarter, faster, and more connected.

Salesforce® Integration Services

We, as a Salesforce Integration Partner offering Salesforce Integration Services, believe that all systems in a business should work in synchronisation with all the departments of a firm. This translates into a trouble-free information flow across the company, a single-point approach for users, and automated information synchronization. The success of Salesforce CRM implementation is directly linked to accurate & up to- speed information. The power of company data is unleashed by integration across the firm and different sectors. Below are some cases of Salesforce Integration success stories:

Salesforce Integration with ERP
Web sales in salesforce

One of the popular uses of Salesforce integration is ERP integration i.e. of Enterprise Resource Planning (ERP) software integration. Salesforce to ERP integration enables you and your company to:

  • Sync the Front Office Sales with the Back-office departments by placing the requirement in ERP
  • Obtain a holistic outlook of Customer relationship in CRM comprising Order Status, delivery Information, bills, payments, etc
  • Obtain an outlook on Inventory, and the need for enhanced decision making
  • Keep the Products & rates in tandem
  • Keep the Client Master in tandem

Codleo, one of the best Salesforce Integration Partners, has enabled many companies by integrating Salesforce with popular ERP systems like SAP, Infor, Oracle NetSuite, Oracle Apps, Microsoft Dynamics, etc.

Salesforce Integration with Accounting Software
Web service in salesforce

Accurate financial transaction information enhances control over data entry, invoice generation, and payment collection. Whether using standard third-party software like Zoho Books or QuickBooks, or customized finance and accounting solutions, we have extensive experience in handling a wide array of Salesforce integrations. Our accounting integration services empower businesses with a comprehensive view and analysis of their financial data, enabling the generation of valuable business insights. Our Salesforce integration consultants ensure seamless integration for a complete 360-degree financial overview.

Salesforce Integration with E-commerce Platforms
Marketing screen in Salesforce

If your company is already aligned with an e-commerce platform then integrating the Salesforce edition will enhance productivity & client service. Such types of integrations involve integrating customer data, order records, inventory data etc. Such Salesforce integration enables an spike of earnings per client and development of client service, together with:

  • Marketing personalized campaigns
  • Improving inventory management & demand prediction
  • Strengthening client profiles with order and perusing legacy for better cross-selling and up-selling
  • Creating client self-service via client portals
Salesforce Calendar & Email Integration
Salesforce Community

Our Salesforce Integration experts help you by amalgamating Salesforce with email & calendaring services. The overall productivity of your company increases when we integrate emails, tasks & calendars together. It also enables a smooth end users experience at one source. Real-time synchronization with Outlook and Microsoft Exchange keeps staff updated on upcoming tasks and appointments. To enhance workforce productivity, we create a collaborative ecosystem by integrating calendar and email functions with Salesforce CRM. Our Salesforce integration consultants facilitate seamless integration with various productivity tools, including calendar and email clients, eliminating the need to log into multiple applications.

Salesforce Integration with marketing software
Salesforce health cloud

The amalgamation of Salesforce CRM with Marketing automation systems enable enhanced alignment of Sales and Marketing operations. These fusions enable businesses in developing client journeys, interaction with prospective clients, prospect nourishment, & enhanced marketing management.

Social Media & Digital Engagement Integration
Salesforce data architecture HEDA

Improve your outreach via every digital channel — such as mobile messaging, web chat, social networks, and more — in order to experience a holistic service experience on the #1 CRM platform for service. To deliver curated client experience, companies have been updated about customer’s posts, interests, news & views. Integrating social media channels such as Facebook, LinkedIn, Twitter, enables the sales team to track potential social activities, and improves visibility into social handles performance.

REST / SOAP API
REST / SOAP API

REST and SOAP APIs are commonly used to integrate Salesforce with third-party web and mobile applications that require limited data access. At Codleo Consulting, we have extensive experience serving a global client base across various industries. We are a preferred Salesforce integration partner, specializing in integrating Salesforce into websites, mobile apps, cloud applications, and other enterprise systems using REST/SOAP APIs or custom web services tailored to specific business needs.

Marketing Automation Integration
REST / SOAP API

Effective CRM integration with marketing automation accelerates lead nurturing, boosts lead conversion rates, and enhances customer engagement. Our Salesforce integration services significantly increase business opportunities by implementing effective marketing strategies and creating personalized customer journeys. With a strong track record in Salesforce.com integration, we streamline the integration of various marketing tools including Marketing Cloud, Pardot, Marketo, Eloqua, MailChimp, HubSpot, Zoho Campaigns, and more.

Chatbot Integration
REST / SOAP API

Integrating chatbots with Salesforce grants complete control over information searches, automatic call responses, and improved customer engagement. Salesforce provides a robust platform equipped with automated CRM and built-in artificial intelligence (AI). We help enterprises leverage AI-powered Salesforce applications by integrating chatbots to enhance the customer experience.

Payment Gateway Integration
REST / SOAP API

Salesforce enables the secure integration of payment gateways to streamline the sales process. Codleo Consulting provides dependable services to integrate Salesforce with popular payment gateways, facilitating payments through various methods. Our secure payment gateway integration services automate the recording of transactions in the Salesforce CRM database, helping organizations create a centralized platform for managing payments and nurturing leads effectively.

Collaboration Tools Integration
REST / SOAP API

Organizations are increasingly using collaboration tools such as Office 365 and SharePoint to manage and store essential business information. Our Salesforce integration consultants assist companies in establishing an organized content management system that facilitates seamless team collaboration. By integrating these collaboration tools with Salesforce, we help organizations significantly reduce licensing costs and eliminate document duplication.

CTI
REST / SOAP API

Computer Telephony Integration (CTI) enables businesses to nurture leads more efficiently and enhance customer experience. Our CTI services help organizations boost their sales outreach by integrating inbound and outbound call management directly into their CRM, allowing PSTN and VoIP calls within the Salesforce platform. Codleo's Salesforce and CTI integration services enhance call management and lead capturing through features like automatic dialing, one-click calls, call routing, distribution, logging, and recording.

ITSM Integration
REST / SOAP API

Integrating Salesforce with IT service management (ITSM) enhances visibility into support and sales processes, fostering better internal communication. As a renowned Salesforce integration partner, we streamline service ticket resolution and improve customer interactions by enabling real-time tracking of customer issues, requests, and opportunities. We assist businesses in prioritizing service requests based on customer history and the urgency of the issue, allowing for more agile and effective customer service.

Need Consultations in Salesforce® Integration Services?

Codleo, one of the best Salesforce Integration Partners has a well defined & time tested methodology that we follow while executing the Salesforce integration projects. Our Salesforce integration consultants are suitably armed to understand our client’s integration requirements and provide appropriate solutions accordingly. We connect & discuss in detail the integration issues our client might face.
Integrate Salesforce with Your Application by choosing the right Salesforce Integration Partner

Challenges We Solve

AS SALESFORCE® INTEGRATION PARTNER

We Solve Challenges With Our Advance Salesforce® Integration Services

Salesforce Integration and data migration can prove to be a headache if you are not aware of all the processes involved. Without a thorough understanding and Salesforce Integration services, it can lead to unwanted situations and failures which are best avoided. Our Salesforce integration consultants curate the best Salesforce integration services plan and help you with projects of any difficulty, including overcoming the following hurdles.

Laptop showing Statistics

Understand Relationship
& Data Mapping

finger pointing laptop

Duplicate
Records

Hands on laptop

Promoting
Bad Data

People discussing

Wrong idea about
Real-Time Integration

Man working on laptop

Identifying Accurate
Data Tables

Excel  sheet on laptop

Data
Validation

Coding language

API
specifics

Typing on laptop

Start with
Flawless Integration Scope

Two man shaking hands

HOW SALESFORCE® INTEGRATION SERVICES PROVIDED BY CODLEO CAN HELP?

STARTING YOUR SALESFORCE INTEGRATION JOURNEY MAY SEEM DIFFICULT AS IT COMES WITH MANY ISSUES ALONG WITH DELAYS, UNEXPECTED COSTS AND RESOURCE LIMITATIONS. BUT AS ONE OF THE BEST SALESFORCE INTEGRATION PARTNERS WE WILL MAKE IT EASY FOR YOU

We are one of the top Salesforce Integration Partners who have successfully completed many Salesforce Integrations and data migrations with different systems. As a Salesforce Integration Partner offering Salesforce Integration Services, we have in depth knowledge in integrating Salesforce with internal & external databases, software and also with third party systems with Salesforce using SOAP, REST, BULK and MetaData APIs which are extensible, flexible, secure and efficient. Being a Salesforce Integration Partner in India, we enable our customers to leverage the benefits of complete data on a single Salesforce platform and is accessible from secured mobile devices. The successful approach of our Salesforce Integration Consultants amalgamates experience and technology to create a successful integration and data migration that is repeatable & predictable.

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Feedback from our clients

"I wanted to take a moment to express my sincere gratitude and appreciation for the exceptional work your team has done as our Salesforce partner. Your team's ability to understand our business needs and deliver beyond our expectations has been truly remarkable. Not only have you consistently provided us with the necessary support and solutions for complex integrations with Salesforce, but your team has also gone the extra mile by providing valuable suggestions to improve our overall experience. Your team's extensive experience and efficient style of working have put us at ease and allowed us to set high expectations that you consistently surpass. Your dedication to ensuring our success is evident in every interaction we have with your team. We highly recommend Codleo for any organization seeking a partner for complex integrations with Salesforce. Your team's professionalism, expertise, and commitment to excellence are unmatched. Thank you again for your outstanding work and support. "

Financial Services

"Codleo have the great resources on salesforce. We utilized there services from migrating classic to Lightning. We have lot of customization built on Java Script. There extensive knowledge and inputs made the migration smooth and easy."

Financial Services

"My experience with Codleo has been nothing short of exceptional. From the outset, their commitment to delivering high-quality results has been evident in every interaction. Their expertise, professionalism, and attention to detail have consistently surpassed my expectations. The Codleo team especially Vineet and Ayushi has demonstrated a keen understanding of our unique needs and challenges, providing tailored solutions that have proven to be both innovative and effective. Their proactive communication and collaborative approach have fostered a seamless working relationship, creating a positive and productive environment. I wholeheartedly recommend Codleo to prospective clients seeking a reliable, skilled, and dedicated collaborator who consistently goes above and beyond to deliver outstanding outcomes."

High Tech

"Excellent project management skills, with highly talented project team, who have sufficient experience in comprehending complex requirements and applying the Salesforce solution to resolve them."

Financial Services

"Codleo was very engaged and drove required action necessary to define requirements and gather feedback throughout the project. They were patient with our need for adjusting requirements and troubleshooting issues that arose during our UAT."

Engineering, Construction, & Real Estate

"Team Codleo has been supportive with changes and new adaptations. They provide adequate guidance and solutions. The team is always responsive and available for all queries. Akash, Aman, Gaurav and Mohit make a brilliant team to work with. Look forward to more projects with them!!"

Healthcare & Life Sciences

"Working with Codleo has been an absolute pleasure. Their team of skilled professionals is not only knowledgeable in their field but also dedicated to providing top-notch service and support. They took the time to understand our unique needs and developed a tailored solution that exceeded our expectations. I can recommend Codleo highly enough for any business seeking innovative software solutions and exceptional customer care."

Travel, Transportation, and Hospitality

"Great customer experience for small businesses!!! The team is very experienced and hands-on in onboarded a small business like ours onto Salesforce. They adapted almost every requirement and even suggested improvements in implementing processes that shall better the current functioning of our organisation."

High Tech

"It's been good working with the team. They are very cooperative & understanding. They ensure the development done is inline with the requirements submitted. The Project Manager, Rohit Gupta takes the ownership of the tasks & gets the job done."

Engineering, Construction, & Real Estate

"Our experience is good working with the Codleo teams. They understand your requirements and deliver within a timeline. I appreciate the teams."

Healthcare & Life Sciences

"Everyone in the team is knowledgeable and helpful. They go above and beyond to make sure that we are well versed with the software use."

Healthcare & Life Sciences

"Working with Codleo has been an absolute pleasure. Their team of skilled professionals is not only knowledgeable in their field but also dedicated to providing top-notch service and support. They took the time to understand our unique needs and developed a tailored solution that exceeded our expectations. I can recommend Codleo highly enough for any business seeking innovative software solutions and exceptional customer care."

Hospitality Industry

"Team Codleo has been supportive with changes and new adaptations. They provide adequate guidance and solutions. The team is always responsive and available for all queries. Akash and Gaurav make a brilliant team to work with. Look forward to more projects with them!!"

CMO, Healthcare & Life Sciences Industry

"Codleo was very engaged and drove required action necessary to define requirements and gather feedback throughout the project. They were patient with our need for adjusting requirements and troubleshooting issues that arose during our UAT."

Real Estate Industry

"My experience with Codleo has been nothing short of exceptional. From the outset, their commitment to delivering high-quality results has been evident in every interaction. Their expertise, professionalism, and attention to detail have consistently surpassed my expectations. The Codleo team especially Vineet and Ayushi has demonstrated a keen understanding of our unique needs and challenges, providing tailored solutions that have proven to be both innovative and effective. Their proactive communication and collaborative approach have fostered a seamless working relationship, creating a positive and productive environment. I wholeheartedly recommend Codleo to prospective clients seeking a reliable, skilled, and dedicated collaborator who consistently goes above and beyond to deliver outstanding outcomes."

High Tech Industry

"Codleo team is quite young, however, very enthusiastic about their deliverables. It was very easy to deal with them as their project management communication process is not bureaucratic. They are upfront on what is doable and what is not, and they do put effort to research around solutions before they communicate. So overall very satisfactory work they did for us."

CMO, FinTech Industry

"Codleo has marked a very good footprint in the Ed-tech Companies. During the lockdown, we faced a lot of disruptions because of the complicated system, where all the data was siloed and we were unable to get complete information on any student or school, on a single page. No single sign was there from where one could see data in an integrated manner. With the help of Salesforce CRM and Codleo who implemented it with a better solution, we can now work & track everything from the single sign-on and can internally collaborate to crack any deal."

Marketing Lead, Educational Institute

"We have been very pleased with our relationship with Codleo. The team is very knowledgeable and efficient . We are in a different time zone, but their team is always available if any help is required by us. They have beautifully implemented our system and we are happy to partner with Codleo in the future as well."

CEO, Healthcare Company

"We have been engaged with Codleo from the past one year. They helped us to design & implement top notch end to end solutions on top of Salesforce. We had issues with our earlier CRM. Data was in silos and the team was unable to update. Codleo has a competent technical team who have innovative ideas to provide solutions industry-wise. Codleo designed our structure in such a way that the whole team is now on a single platform and can collaborate with each other without wasting time."

Project Manager, Professional Services

"We have been working with Codleo for over 3 years now and continue to be very pleased with our relationship. The team is very knowledgeable and extremely helpful. We are in different time zones and still Codleo is always very accommodating to our needs and request. They are very efficient in implementing our needs and expressing our vision. We are happy to partner with Codleo in the future as well."

Lisa, Director (BD), Caliber Autism

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Salesforce Products

Salesforce® Product We Support

Products

Products On Salesforce®

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Project Management Application on Salesforce® Platform

The solution of team, skills, techniques, planning, and execution to achieve all of the project goals

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Vendor Management Application powered by Salesforce®

Look after the flow of goods from manufacturers to the warehouse bin to the sales order

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Recruitment & HR solutions application
by Codleo

Robotize the hiring team to track applications and manage talent with cutting-edge proprietary technology

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Daily Travel & Expense Management
Solutions

Gear up for employee-initiated expenses remotely with fully automated suite to save time & effort

LET'S MEET

Mob: +91 93118 16065

India Office Address

603 D-Mall Netaji Subhash Place, Delhi 110034 IND

Logix Cyber Park, Tower D, 9th & C-28 & 29, C Block, Sector 62,Noida, Gautam Buddh Nagar, Uttar Pradesh 201301

US Office Addresses

16192 Coastal Highway Lewes, Delaware 19958 USA

539 W. Commerce St Suite 6079, Dallas, TX 75208 USA

consult@codleo.com

FAQ

Frequently Asked Questions

Salesforce Integration Company benefits you in following ways:

  • Provides more insightful reporting
  • Increases your organisations productivity
  • Help you to get effortless access to data
  • Automates workflows without any programming language

Salesforce Integration Partner helps you to integrate into your internal system with a software that establishes and manages communication between your CRM and other internal application. One can contact Salesforce Integration Company to hire the partner for Salesforce integration.

Checklist to follow to find best Salesforce Integration Firm:

  • Check Salesforce partner list for your country/state:
  • Check if they have any certification or not
  • Check for which niche they had worked
  • Check how much experience they have

A Salesforce Integration Vendor will help you in the following ways:

  • Analysis of business requirements and software
  • Development of Integration solution
  • Quality assurance of Integration
  • Support and maintenance

A Salesforce Integration firm should have experience on:

  • Salesforce Integrations with development skills
  • Integrating Salesforce with third applications
  • Experience with Salesforce lightning framework
  • Experience with Salesforce platform production deployments

Best Salesforce integration Tools that Salesforce Integration Vendor uses are:

  • Rapidionline
  • Mulesoft
  • Skywire
  • Commercient
  • Orbis
  • Jitterbit

Following are the tasks that a Salesforce Integration Consultant has to do:

  • Implementation of new Salesforce installations.
  • Enhancing and Improving current installations.
  • Migration of data into Salesforce.
  • Integration of other platforms with Salesforce
  • Application creation

Listed are the qualities of best Salesforce Company in India:

  • Your partner should have great compatibility with you
  • They should have Salesforce Certified employees
  • Should have a impressive work experience
  • Should have a blueprint of the work

Here is list of certifications a Salesforce Company in India should have?

  • Certified Platform Developer
  • Certified Solution Consultant
  • Certified Administrator
  • Certified Analyst

Below are some of the duties of Salesforce Integration Companies in India:

  • Creation of custom branded space where you can invite and work upon driving sales and perform marketing strategy
  • Manage partner relationship in communities for smooth communication
  • Guide towards making profitable channels as per client requirements
  • Create a partner community with a central partner with set up of all the task in detail
  • Create the partner working roles as per the norms and functionality of the organization
  • Help in delivering quick and measurable results to the organization
  • Always guide the team and helps to teach them to advance techniques and deliver better output

The benefits of working with Salesforce Integration Companies in India are:

  • Provides all useful information partner requires to close the deal
  • Helps the partner to Increase work speed and selling
  • Helps in increasing the ROI by driving more demand
  • Makes the selling faster and easy for the partner
  • Deliver the best Insight on any device anywhere

Salesforce Integration Partners can help you to leverage the power of data on a single Salesforce platform which can be accessed via secured mobile devices for better user experience. Codleo as one of the best Salesforce integration partners delivers Salesforce Integration services to help you reduce cost and easily access, integrate and control information assets.

Codleo, the best Salesforce Integration Partner can help you to integrate Salesforce CRM with the data existing on other cloud platforms, internal & external databases, application, software and also with third party systems and also ensure that the data is well synchronized according to the needs of your business systems and maintains the highest quality.

Salesforce integration consultants at Codleo bring years of CRM experience & helps you to integrate Salesforce with other complex systems seamlessly to boost productivity & growth. When it comes to Salesforce Integration, Codleo is the forefront of innovation.

A Salesforce Integration Partner can help you with the following challenges:

  • Mismatch of data & field types during Data Mapping
  • Duplicate Records
  • Auto-ID Creation
  • Data Migration as data storage may vary
  • Defining the Scope Precisely
  • Promoting Bad Data
  • Misinterpreting Real-Time Integration
  • Data Rate Limits
  • Identifying Accurate OOB Features/ Connectors
  • Choosing Right Apps on AppExchange
  • Data Validation
  • Partial Decision Making
  • Understanding Objects Relationship