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.
I know we have Capsule, but Salesforce is a way bigger player in the CRM space. We'd like the option to use Salesforce.
Just another update hoping 2023 will be the year something like this might happen.
What would it cost if a group of us banded together to speed up the development of a Dear -> SalesForce Integration?
- 1) Send Product Data from Dear to Salesforce (if marked for Salesforce - see the expansion of the concept of which products show in which integrations). When a new Product is created in Dear, it is automatically pushed to Salesforce.
- 2) Pull SalesForce Orders (or Invoices (with payment if available)) into Dear
v2 of Salesforce Integration
- In Salesforce, push new Customers (possibly from other integrated systems) and Suppliers from Dear.
- Perhaps a code snippet to manually create a button on a Sales Force contact record to push that customer or supplier into with regards to API
- Two-way synchronization Product Info: compare the timestamps in Salesforce and Dear For "Last Updated," and if they differ, replace the older entry in either system with the more recent entry from the other system.
- When a payment is applied to an open Invoice in Dear, push that payment to mark the Invoice as Paid in Salesforce.
+1 for this.
It's making us consider alternatives to Dear systems for the missing integration and we currently have 5 Dear systems.
Is there any update for implementing Salesforce integration. It is the #1 CRM in North America.
Asking again if there is an update on this dead topic.
Salesforce is the biggest player in the CRM market.
Any update on this one?
Do we have a process to integrate salesforce opportunity line items with Dearsysyems.
Well customers should map to accounts, contacts to contacts, products to products, sales orders/invoices to opportunities. The tricky thing is that the various components need to be upserted in a particular order and this is where we have had to use creative thinking in getting orders from (eg) Magento to Salesforce using Zapier. If you need help, I have a brilliant SF developer I can put you in contact with.
Hi All
We are considering integration with Salesforce via Zapier. Salesforce has contacts, leads and opportunities. How would you think we should map our products, customers and sales/invoices to salesforce objects ?
Any ideas are welcome
Regards
DEAR Team
Please let us know about the Salesforce integration. Thanks.
Salesforce integration would be a valuable addition, can a DEAR team member please indicate the development intentions?
We are currently using Lightspeed (https://au.lightspeedhq.com/pos/onsite/) and Accumula converter (http://accumula.com/) to link to Salesforce.
I would bring Dear immediately into my business if there was a salesforce integration.
This needs to happen!
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+ Anyone already using salesforce here ?
+ Anyone working on an integration with the API ?
It would be great...Please
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+1 for an integration... seems something pretty complex to do... I mean not a 2 or 3 weeks work...
+ Anyone already using salesforce here ?
+ Anyone working on an integration with the API ?
Cheers.
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Any update on this as I too would like to push data into Salesforce (open and closed sales).
Has anyone done any API work on this?
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