Salesforce Integration

started a topic almost 8 years ago

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

17 people like this idea
  • Do we have a process to integrate salesforce opportunity line items with Dearsysyems.

  • Any update on this one? 

  • Asking again if there is an update on this dead topic.

    Salesforce is the biggest player in the CRM market.

  • Is there any update for implementing Salesforce integration.  It is the #1 CRM in North America.

  •  +1 for this.

    It's making us consider alternatives to Dear systems for the missing integration and we currently have 5 Dear systems.

  • 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.

  •  Just another update hoping 2023 will be the year something like this might happen.

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