Salesforce Integration
Salesforce holds the customer truth for a lot of businesses, but it rarely talks to the systems that fulfil the work. Infraxio connects Salesforce to your ERP, storefront, and hub so a closed opportunity actually turns into an order, an invoice, and a delivery without anyone rekeying it.
Ways Infraxio Connects Salesforce
Every integration is tailored to your business. Here are the most common ways we connect Salesforce to your tech stack.
Opportunity-to-Order Automation
Closed-won opportunities create sales orders in your ERP or hub automatically, carrying pricing, terms, and line items across without manual entry.
Two-Way Account Sync
Accounts, contacts, and addresses stay consistent in both directions, so finance and sales stop arguing about which record is current.
Revenue & Attribution Writeback
Invoiced and collected revenue flows back onto the opportunity, so pipeline reporting reflects money received rather than deals marked won.
Apps We Integrate With Salesforce
Salesforce is even more powerful when connected to these platforms. Here's how we bring them together.
Salesforce + QuickBooks
Cloud accounting software for invoicing, expense tracking, payroll, and financial reporting.
Turn a closed Salesforce deal into a QuickBooks invoice automatically, carrying pricing, terms, and line items across without anyone rekeying them.
View QuickBooks IntegrationSalesforce + Klaviyo
Email and SMS platform built for eCommerce, with segmentation driven by order and browsing behaviour.
Sync Salesforce lifecycle stage into Klaviyo so campaigns respect where a contact actually sits, and engagement writes back onto the record for sales to see.
View Klaviyo Integration
Salesforce + Zapier
No-code automation platform connecting 6,000+ apps with triggers, actions, and multi-step workflows.
Use Zapier to move Salesforce records between systems on defined rules, so routing, enrichment, and handoffs happen without a person watching a queue.
View Zapier IntegrationExplore More Integrations
We integrate 37+ platforms. Browse our full integration library or tell us what you need to connect.
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