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Salesforce Integration

I know we have Capsule, but Salesforce is a way bigger player in the CRM space. We'd like the option to use Salesforce. 


4 people like this idea

When will there be an integration with Salesforce? It seems strange that this wouldnt be the first CRM you would want to integrate with.


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Agreed. Salesforce integration is very important to us


1 person likes this

vote for the zapier integration guys!


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SalesForce seems like it would be a great integration. It has all the other pieces that is missing inventory management for manufacturers

Working to implement Salesforce,  Capsule was just insufficient for managing a sales team or B2B. The  Most important is to get Orders from Salesforce into Dear for  Fulfillment and inventory management.  Don't think of Salesforce as a CRM  as I used to erroneously. It is truly moral business management  platform  and a B2B  quoting and ordering system so we need to get that  product data, orders linking into dear for fulfillment and manufacturing of final SKUs  through BOM

If a group of us band together, what would it cost to accelerate development of a Dear -> SalesForce Integration?  

- 1) Push Product Information from Dear to Salesforce (if marked for Salesforce - see expansion of concept of which products show in which integrations). Any time a new Product is created in Dear it is Pushed to Salesforce.

- 2) Pull Orders (or Invoices (with payment if available) from SalesForce into Dear


v2 of Salesforce Integration

  - Push new Customers (possibly from other integrated systems) and Suppliers from Dear into Salesforce

- maybe code snippet to manually create a button on a contact record in Sales force to push that customer or supplier into Dear with dear API

   - 2-way Sync Product Info: compare timestamp in Salesforce and Dear For "Last Updated" and if different, update the older entry in either system with the more recent entry from the other system.

   - When Payment is applied to an open Invoice in Dear, Push that Payment to mark Invoice as Paid in Salesforce

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