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.
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.