Salesforce Integration

Connect Salesforce to everything, and automate the busywork

Stop copying data between systems. We integrate Salesforce with your ERP, finance, marketing and support tools using APIs and MuleSoft, then automate the routine work with flows — so your CRM is always current and your team stops re-keying.

Request a Demo Talk to an Expert

Real-time data sync MuleSoft & API expertise Secure, monitored connections Remote & on-site

IntegrateSystems talk

AutomateNo re-keying

SyncReal-time data

MonitorAlways on

25+Years in CRM & ERP

CertifiedSalesforce Consultants

End-to-EndSales, Service & Marketing

GlobalRemote & On-Site Delivery

See it in action

One connected CRM, always in sync

When Salesforce is wired into your ERP, finance, marketing and support tools, every screen shows the same current data. This is the kind of always-on, real-time experience we build for you — no re-keying, no stale records, no swivel-chair between systems.

CRM — Dashboard

Salesforce dashboard illustration showing KPIs, pipeline chart and activity

Leads

Leads synced from every source

Web forms, marketing tools and partner systems feed new leads straight into Salesforce — captured once, never re-keyed.

Opportunities

Pipeline linked to your ERP

Quotes, orders and invoices flow between Salesforce and your back office, so every deal reflects real order and billing status.

Forecast

Forecasts on live numbers

Reports and dashboards read from real-time, integrated data, so leaders track revenue on figures they can trust.

Activity

A unified customer timeline

Calls, emails, support cases and orders from connected systems land on one clean timeline — a single view of the customer.

What we do

Integration and automation, done properly

Reliable connections and smart automation that scale with you.

One Connected, Automated CRM

We make Salesforce the connected hub of your business — integrated with the systems around it and automated end to end — so data flows in real time and manual steps disappear.

APIs
MuleSoft
Real-time
Automated

System integration & API design
MuleSoft & middleware delivery
Real-time & scheduled data sync
Flow automation & error handling

Real-timeOr scheduled sync

Two-waySalesforce & ERP

MonitoredAlerts & retries

System Integration

Connect Salesforce to ERP, finance, marketing and support tools.

MuleSoft & Middleware

Robust, monitored integrations on MuleSoft and other platforms.

API Development

Secure REST and SOAP APIs to share Salesforce data safely.

Process Automation

Flows that automate approvals, updates and routine tasks.

Real-Time Sync

Reliable, real-time or scheduled data sync with error handling.

Why AppsXpert

An integration partner you can rely on

We’ve connected CRM and ERP systems for a quarter of a century — so you get integrations that are reliable, monitored and built to last, not brittle scripts nobody understands.

Middleware done right

MuleSoft and API-led designs that scale across your estate — centralised, reusable and easy to extend.

Real-time, two-way sync

Data flows both ways between Salesforce and your systems in real time, so every record stays current.

Resilient by design

Validation, automatic retries and alerts are built into every integration, so issues are caught before they hurt.

Fully monitored

Dashboards and logs give you live visibility of every connection — you always know your data is flowing.

Coverage

What we connect Salesforce to

If it has an API or a file interface, we can connect it to Salesforce.

ERP & Oracle

Finance & Billing

Marketing Tools

Support & Telephony

E-Commerce

Document Systems

MuleSoft

Partner EDI

BI Tools

Custom Apps

When it’s time

Signs you’re ready to integrate Salesforce

If any of these sound familiar, connecting Salesforce to the systems around it will give your teams one current, trustworthy view of every customer.

Plan your integration

What to expect

The right integration patternAPI, MuleSoft or flow — chosen to fit your systems.

Resilience built inValidation, retries and alerts on every connection.

Monitoring from day oneDashboards and logs so you always know data is flowing.

Your data lives in silos

Salesforce, ERP and marketing each hold a slice, and none of them agree.

Your team keys data twice

The same order or contact is typed into two or three systems by hand.

No single view of the customer

Sales, service and finance can’t see one complete, current record.

Overnight batches leave you behind

Data only moves once a day, so decisions are made on stale numbers.

Your CRM isn’t talking to your ERP

Quotes, orders and invoices don’t flow between front and back office.

You live on manual exports

Spreadsheets are exported, emailed and re-imported just to move data around.

Decision support

Point-to-point vs managed integration

A quick link is fine for one connection. Beyond that, a managed approach pays off fast.

Consideration

Point-to-PointOne direct link

Integration PlatformManaged with MuleSoft

Setup

Quick for one link

Built to scale across many

Maintenance

Grows messy over time

Centralised and monitored

Visibility

Limited

Dashboards, logs and alerts

Error handling

Manual

Automatic retries and alerts

Best fit when

One simple connection

A growing, connected estate

For anything beyond a single connection, a managed integration platform quickly pays for itself.

How we work

Built to be reliable

Every integration is designed to handle real-world data and errors gracefully.

Map

Identify the systems, data and events that need to connect.

Design

Choose the right pattern — API, MuleSoft or flow.

Build

Develop integrations and automations with reusable components.

Test

Validate data, error handling and edge cases end to end.

Monitor

Go live with dashboards, alerts and support.

What you receive

A connected CRM you can rely on

Documented, monitored integrations — not fragile, hidden scripts.

Integration BlueprintHow your systems connect and data flows.

Interface SpecificationsField-level mapping for each link.

Built Integrations / APIsWorking, secure, reusable integrations.

Automation FlowsAutomated approvals and updates.

Error-Handling FrameworkValidation, retries and alerts built in.

Test EvidenceProof each integration works end to end.

Monitoring DashboardsLive visibility of every integration.

Support RunbookHow to operate and troubleshoot it.

The payoff

What changes for your team

Less manual work, fewer errors and data that is always current.

No re-keying

Goodbye Manual Entry

Data flows automatically, so nobody re-keys it twice.

Real-time

Always Up to Date

Every system shows the same, current information.

Fewer errors

Cleaner Data

Automated validation cuts mistakes and rework.

Scales

Built to Grow

A managed integration layer that grows with you.

Ways to engage

Choose your starting point

From a single connection to a fully managed integration platform.

One link

Single Integration

Connect two systems quickly and reliably.

One connection
Quick build
Tested

Recommended

Integration Platform

A managed platform for all your Salesforce integrations.

MuleSoft setup
Reusable
Monitored

Automate

Automation Bundle

Automate a set of manual Salesforce processes.

Flow automation
Approvals
Alerts

Ongoing

Integration Support

Keep your integrations healthy with monitoring.

Monitoring
Fixes
Enhancements

In their words

“They connected Salesforce to our ERP and finance systems and automated the hand-offs. The double data entry is gone, everything is in sync, and our teams finally trust the numbers.”

Head of Revenue OperationsB2B services company

Go further

Related Salesforce services

Integration is one piece of the picture. The same certified team can advise, implement, customise, migrate and support your Salesforce org.

Consulting & Advisory

CRM strategy, health checks and a roadmap before you build.

Learn more

Implementation

Full Salesforce setup, configuration and go-live across your clouds.

Learn more

Customization

Tailor Salesforce with flows, objects and Lightning components.

Learn more

Migration

Move from another CRM to Salesforce without the headaches.

Learn more

Managed Support

Keep Salesforce healthy and improving, month after month.

Learn more

CRM-ERP Integration

Two-way sync between Salesforce and your ERP back office.

Learn more

Sales Cloud

Pipeline, opportunities and sales productivity in one place.

Learn more

All Salesforce Services

Browse the full range of Salesforce consulting and delivery.

Explore all

Tired of moving data in and out of Salesforce by hand?

Let us connect Salesforce to your systems and automate the work that slows you down.

Plan Your Integration

FAQ

Salesforce integration — common questions

Can you integrate Salesforce with our ERP?

Yes. We integrate Salesforce with Oracle and other ERP, finance, marketing and support systems for real-time data flow.

Do you work with MuleSoft?

Yes. We build robust, monitored integrations on MuleSoft and other middleware, as well as direct APIs.

Can you automate our processes?

Yes. We automate approvals, updates and routine tasks with Salesforce flows and integrations.

How do you handle integration errors?

Every integration includes validation, automatic retries and alerts, with dashboards so issues are caught fast.

Is real-time sync possible?

Yes. We support real-time and scheduled sync depending on your needs and the systems involved.