Salesforce Integration Services
Salesforce Integration Services
Discover new opportunities with Salesforce integrations
Here at Coral Team, we provide integration services to help businesses make the most of their Salesforce implementations. How we do this? We bridge the gap between your Salesforce CRM platform and other internal or third-party solutions. The result? Laser-like focus on mission-critical business data and improved overall day-to-day operations.We build custom email connectors, real-time data converters, cloud services, and APIs, seamlessly unifying all data sources and siloed applications across your organization's entire ecosystem.
Types of integrations we perform
Legal case
management
Litify
Needles
Clio
SmartAdvocate
Aderant
Patrix Patricia
Document
management
Nintex DocGen
SpringCM
NetDocuments
DocuSign
SharePoint
Box
Workflow
automation
Workato
MuleSoft
Sequence
Smart Cloud Connect
Cloud
storage
Amazon S3
Azure Cloud Storage
Box
Dropbox
Cloud
computing
AWS
Azure
Heroku
Social
media
Twitter
Facebook
LinkedIn
Instagram
Email
marketing
MailChimp
SendGrid
Office
productivity
Office 365
G Suite
Email /
Calendar
Gmail
Microsoft Exchange
ERP
Microsoft Dynamics
Oracle Netsuite
Sage
SAP
Accounting
QuickBooks
Xero
CPQ
Analytics
Einstein Analytics
Tableau
PowerBI
Tools used in data and metadata migrations
Coral Team can help unlock the full potential of your Salesforce, making it front and center of your sales and marketing toolkit.
Salesforce
APIs
REST API
SOAP API
Bulk API
Streaming API
Metadata API
Salesforce
tools
Ant Migration Tool
Data Loader App
Data Loader CLI
Languages
Python
Java
CSharp
Databases
MS SQL Server
PostgreSQL
MySQL
Benefits you will reap
Salesforce is a powerful tool, and we will help you fully exploit its capabilities by connecting it to other software implemented within your organization, be it internal or third-party systems. This way, your entire enterprise will be able to better understand customer-related data.
1
Enablement and automation of company-wide processes
2
Easy access to various non-CRM assets
3
Centralized access to customer data for sales reps
4
Better visibility into the corporate sales funnel
5
Optimized organizational efficiency
6
Reduced production delays and overhead
7
Increased lead-to-customer conversion rates
8
Improved performance of field workers
Salesforce Integration
at all levels
Data migration
Extracting and transforming the data accumulated in your legacy CRM system and uploading it to the new, Salesforce-based CRM.
Multiple Salesforce CRM instances
Integrating physically distributed Salesforce instances, such as hybrid scenarios cases involving data that exists on-premise and in the cloud.
Enterprise tools
Bridging Salesforce with other systems already running in the company's infrastructure for cross-application data exchange and visibility.
Third-party systems
Establishing a bi-directional connection between Salesforce and an external system via middleware, such as a custom connector, microservices, or an API.
Popular Salesforce
integration scenarios
Popular Salesforce
integration scenarios
MailChimp Salesforce integration
MailChimp Salesforce integration enables Salesforce users to access the functions of this popular email marketing software right from the CRM. Add individual leads and groups of leads to marketing campaigns, consolidate reporting, monitor your campaign stats, and more.
HubSpot Salesforce integration
HubSpot Salesforce integration brings sales and marketing teams closer, allowing them to stay in sync over sales projections, deal status, marketing campaigns, client contacts, and other aspects of the company�s relationships with current and prospective customers.
Salesforce Outlook integration
Salesforce Outlook integration is one of the most popular client requests. Keeping track of your communications with customers in the CRM is essential as it streamlines the organization of important follow-up appointments.
Salesforce Gmail integration
As with Outlook, Salesforce Gmail integration keeps a log of your email conversations in the CRM, tracking any changes in status and providing scheduled alerts.
Salesforce Quickbooks integration
Integrating Quickbooks with Salesforce unlocks direct access to invoices, accounts receivable data, the history of payments, and much, much more. Coral Team has implemented multiple Salesforce Quickbooks integration projects, helping numerous businesses realize their full potential.
Zendesk Salesforce integration
If your company uses Zendesk as its primary customer support system, we can help you with Zendesk Salesforce integration to allow associating users with related support tickets and viewing the complete history of users� support requests in Salesforce.
MailChimp Salesforce integration
01
HubSpot Salesforce integration
02
Salesforce Outlook integration
03
Salesforce Gmail integration
04
Salesforce Quickbooks integration
05
Zendesk Salesforce integration
06
Success Story
A law firm management SaaS relied on the Coral Team to deploy a Salesforce-Microsoft Exchange integration.
We helped a large US law firm management platform based on Salesforce successfully integrate Microsoft Exchange for use with over 30 active clients, setting them up for advanced record management capabilities.Streamlined Delivery Process
At Coral Team, we take research and preparation just as seriously as execution. We’ll work closely with you and your stakeholders to make sure all needs are addressed on time and effectively, and any potential hiccups or pitfalls are dealt with immediately.
Step 1
Holistic business analysis via requirements gathering, documentation through conference calls, on-site collaboration, and our in-house R&D work.
Step 2
Creation of a detailed implementation roadmap with clear milestones and deliverables.
Step 3
Iterative delivery of the integration combined with automated testing, regular progress reviews, and continuous reporting.
Step 4
Ongoing maintenance, with employee training and consulting.
Why choose Coral Team
Because with our years of experience in custom software development and Salesforce implementation, we deliver consistent and actionable results.
Over 20 years in the software development industry
Dozens of completed Salesforce integration projects to date
Senior-level certified Salesforce consultants
Flexible engagement models and highly competitive rates
Software engineering excellence
Tech stack
Our team of Salesforce consultants and full-stack developers are extremely well-versed in any technologies required for a successful Salesforce integration project. This includes but is not limited to:
We also rely on a native, tried and tested framework for managing data security and access rights in full compliance with SOX so you can generate reports with accuracy and time-saving far exceeding Salesforce’s out-of-the-box functionality.
- Apex Classes
- Apex Trigger Framework
- Asynchronous Apex
- SOQL
- SOSL
- JavaScript, jQuery, HTML, CSS
We also rely on a native, tried and tested framework for managing data security and access rights in full compliance with SOX so you can generate reports with accuracy and time-saving far exceeding Salesforce’s out-of-the-box functionality.
Let’s talk
If your organization is looking to fully integrate the Salesforce platform with the rest of your corporate applications, including all third-party tools, Coral Team has everything you need. Please use the contact form below or call us for an initial consultation, and let’s optimize Salesforce together!