Done For You Salesforce Integrations

We can quickly connect and integrate your Salesforce implementation with virtually any application (6,000+) to automate your processes. The best part? We will do it for you.

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Salesforce

Customer Relationship Management

Salesforce is a cloud sales platform that offers diverse CRM functionality and a robust app marketplace.

A Sample List Of Applications We Can Connect to Salesforce

Clearbit

Clearbit

Google Sheets

Google Sheets

Unbounce

Unbounce

Square

Square

Quickbooks Online

Quickbooks Online

Dropbox

Dropbox

Google Drive

Google Drive

Typeform

Typeform

Google Forms

Google Forms

Google Calendar

Google Calendar

Slack

Slack

Eventbrite

Eventbrite

Asana

Asana

PagerDuty

PagerDuty

Google Analytics

Google Analytics

Calendly

Calendly

Hubspot

Hubspot

Shopify

Shopify

Stripe

Stripe

Gmail

Gmail

Zoom

Zoom

Expensify

Expensify

Intercom

Intercom

Airtable

Airtable

Airtable

Google Ads

Marketo

Marketo

Discord

Discord

LinkedIn

LinkedIn Lead Gen Forms

Gravity Forms

Gravity Forms

Paypal

Paypal

Active Campaign

Active Campaign

Ring Central

Ring Central

Microsoft Office 365

Microsoft Office 365

Zendesk

Zendesk

Microsoft Office 365

Facebook Lead Ads

Mailchimp

Mailchimp

Microsoft Excel

Microsoft Excel

Help Scout

Help Scout

Eloqua

Eloqua

And Many More

Let Bailey Connect Salesforce To Virtually Any Application (6,000+)

Done For You - The Best Option In Automation

If your business leverages Salesforce, your team likely depends on it on a daily basis. It makes sense too. Salesforce is such a versatile and powerful CRM tool, that it’s actively changing the way the modern business world runs. If your team values Salesforce now, seamlessly integrating all of your apps and automating their related workflows is going to make it invaluable.

That’s what we do here at Bailey. We integrate and automate Salesforce workflows, so you don’t have to. Done for you automations, done right. Every time.

Easy

Bailey does everything for you. Sit back and watch your team reap the benefits.

No Errors

Bailey gets it right the first time. No frustrations with integrations. Just results.

Powerful

The most powerful and useful integrations at your fingertips.

Proven

Bailey’s track record speaks for itself. You can trust you’re in good hands when you work with us.

Flexible

We will give you access to the integrations you need. No matter what APIs or automations are needed, we take care of it. Already using UIPath or Zapier? No problem, we can work with those platforms too and make them work better in the process.

Scalable

Harnessing the power of automation will inevitably lead to your business growing. We make sure your automations and integrations grow with you.

Let Bailey Take Care of Things

Ready to get your Salesforce integrations and automations underway? Bailey is standing by to help. Fill out our form today for a free consultation.

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Popular Salesforce Integrations

Shopify

Add Shopify Orders into Your Salesforce Leads

When you get a new Shopify order, a lead will be generated in Salesforce, letting you get a more comprehensive list of your customers.

Google Calendar

Sync Your Salesforce Events to Google Calendar

Make sure your team doesn’t miss or forget about your Salesforce events with this integration. When an event is created, it’s automatically added to everyone’s calendar.

Quickbooks

Add Your Salesforce Accounts to Quickbooks Customer List

Connect your Salesforce and Quickbooks to make accounting easier. When a new account is created, no need to manually enter it in Quickbooks. This integration takes care of that.

Mailchimp

Add Salesforce Contacts to Mailchimp to Add Them to Email Lists

Salesforce Contacts can automatically be added to your relevant Mailchimp lists, so they can get the benefits of being a subscriber.

Slack

Get Slack Messages About Salesforce Opportunities

When a new Salesforce Opportunity comes in, get notified right away in a dedicated Slack channel, so you can capitalize on it.

Google Forms

Create Salesforce Leads from Google Forms

Automatically generate a Salesforce lead anytime someone fills out one of your Google forms.

Google Sheets

Make Salesforce Objects from Rows in Google Sheets

Pull all the info you need from Google Sheets and let Salesforce automatically create custom objects based off your rows.

Trello

Create Trello Cards from Salesforce Tasks

Another way to stay organized is connecting your Salesforce with Trello. When a Salesforce Task is created, so is a corresponding Trello Card

Gmail

Send Gmail Notifications when Salesforce Gets a New Lead

Don’t miss out on new leads. With this integration, your gmail is notified as soon as a new lead comes in.

Asana

Add Your Salesforce Tasks to Asana

Keep things organized by integrating Asana with your Salesforce tasks. Automatically create an Asana card so your team stays on the ball.

Eventbrite

Create Salesforce Leads from Eventbrite Attendance

No more spending time getting all your Eventbrite attendees organized so you can follow-up with them. This integration automatically creates the leads in Salesforce so you can make the most of your event success.

Many more

This is just the beginning of what Salesforce integrations can do for your company.

Automation 101:
How Our Integrations Are Built

We build our automations from the ground up, meeting the needs of your organization. Our integrations are designed to be holistic and carefully designed to seamlessly enhance your workflows. Not only that, but our automations are built to be totally scalable, able to grow with your business.

With our Salesforce integrations, you’ll start seeing happier employees, maximized productivity, shattered sales goals, and so much more. And that’s all thanks to our proven integration design process.

The beauty of Salesforce integrations lies in the way we build them to do the most good with the least amount of input. All automations will have an initial trigger and a corresponding action. When the trigger condition is met, then the action is performed by our army of Bailey bots.

Trigger

The trigger tells the automation workflow when to initiate. Your set triggers act as the go-ahead for a task to be carried out.

Action

Once a trigger condition is set off, then an action will take place. The action performs the task that you would normally have to do manually. Check out some examples below.

Things You Can Do With A Salesforce Integration

Trigger

Action

When a lead submits a Gravity Form

Salesforce

A new lead is created in Salesforce

When an event is added to Google Calendar

Salesforce

An event is created in Salesforce

Salesforce

When a new Salesforce opportunity is added

Slack

Your team gets a Slack notification

When a row is added to Google Sheets

Salesforce

A custom object is created in Salesforce

When a task is added to Asana

Salesforce

A task is created in Salesforce

Salesforce

When a new contact is added to Salesforce

Mailchimp

A contact is added to MailChimp subscribers

Salesforce

When a new account is added to Salesforce

Quickbooks

The account is added to Quickbooks Online

When a WooCommerce order is made

Salesforce

A Salesforce opportunity is added

The Benefits of Integration with No Hassle

Don’t spend time getting frustrated with the implementation process. Let Bailey jump in and take care of it for you, so you can start reaping the benefits. Get in touch with us for a free consultation.

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Integration Scenarios

Bailey is well-versed in every integration scenario. There are many layers of your business, and with the right integrations they can all work in perfect tandem. No matter what your vision is, we can turn it into a well-oiled system that brings your processes to an entirely new level.

UX Integrations

User experience is typically something you consider for your customers, but your employees need to have a good user experience with the apps they utilize on a daily basis. Salesforce integrations, when properly implemented, can greatly increase their quality of life and general user experience when using your company’s various different platforms.

Data Integrations

Synchronizing your data across all of your systems and databases is essential to getting a complete picture of your business. With Salesforce data integrations, you can key in on your different metrics and the important processes in your company.

Backend Integrations

Connect all the different processes in your backend like never before. We implement Salesforce integrations that keeps business systems running across applications. This brings your backend together and keeps it performing optimally.

Use Cases

Salesforce integrations can help optimize your processes and make the sales experience infinitely better for your team and your customers. There are a plethora of Salesforce integration use cases, but these are some of the top uses cases that businesses turn to:

Account Information and Organization

Updating and inputting data is the bane of sales teams everywhere. Trying to keep all of your customer profiles accurate and up to date can be extremely time-consuming, frustrating, and error-prone. Not the case when you have Salesforce integrations. All of this can be automated, giving hours of time back to employees while also giving them the best customer information possible.

Quote Automation

Customers can quickly get accurate quotes from your sales team, and your team can quickly turn those quotes into orders. Automating all of this lets your team fulfill more orders and allows customers to get much better and faster service.

Invoice Management

Reverse the error-laden nature of invoice and payment management. With Salesforce integrations, your team can easily keep track of what’s been paid, what’s owed, discounts, and anything else they need to stay on top of on the financial side of things.

Custom API Integrations

But, what about your custom APIs? There are plenty of situations where you may need Salesforce to be able to communicate with these APIs. Or maybe there’s no easy Salesforce integration between another app.

Bailey can create custom API integrations to let these apps share data, or make sure Salesforce can use your current APIs to connect to your apps.

With Salesforce and Custom API integrations, your automation visions can come to life, allowing you to optimize the way you do business, with nothing to hold you back.

DIY Integrations vs. Service Provider

What if you want to implement your Salesforce integrations yourself? Although it’s possible, it’s not always the best choice. Even at a small scale, getting all of your integrations to run smoothly can be an arduous task. When you work with an automation service provider, there won’t be any headaches, only improvements. Here are some of the best reasons to choose a service provider instead of doing it yourself:

First Try

Get it Right the First Try

When you go the DIY route, there’s going to be a lot of trial and error. When you use a service provider, we’ll nail your integrations on the first try so you can get back to work.

Get the Best Version of Your Integrations

There’s always a best way to do something when it comes to Salesforce integrations. When you work with an experienced service provider like Bailey, we’ll ensure your integrations are optimized to make the maximum impact on your business processes.

Find New Implementations You Didn’t Consider

When you work with Bailey, we listen to your automation vision and make it happen. That’s not all though. Our expert team is able to look at every layer of a business and find where integrations can make them better. We’ll be able to suggest integrations you might not have even considered possible.

Custom API Integrations

Custom API Integrations

As we mentioned earlier, Salesforce integrations can be quite a bit more difficult if you need a custom API to share data from your apps with Salesforce. When Bailey is doing your integrations, we can make sure that Salesforce is able to talk with your APIs and form any custom API integration that is useful to your business. We’ll connect everything you need.

customer support rep

Support When You Need It

If you DIY your integrations, you’ll be on your own after implementing them. When you work with a service provider, you’ll get continuous support so you know how to use your new system and you can get your questions answered whenever they pop up.

As you can see, using an automation service provider is going to make your Salesforce automations much easier.

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About Salesforce

Salesforce is one of the most full-featured and robust customer relationship management platforms in the industry. Founded in 1999, this company has rapidly grown in the past couple of decades to become the go-to platform for any sales team. With features that allow sales teams to track customers, prospects, and more, it’s no wonder that this is the platform that businesses turn to.

About Bailey

Here at Bailey, we’re automation experts. Our skilled team of developers, consultants, analysts, and experts ensure that we have the right person to help your business. With our proven track record, passion for geeking out about automations, and overall dedication to making the biggest impact on a business possible, we can’t wait to help your business next. Ready to get going?

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Salesforce Integrations

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"Your sales team relies on Salesforce, so it stands to reason that it should provide them the maximum benefit. When our team is able to get in there and get all of your team’s Salesforce integrations done, they’ll be able to harness the true impact of the platform. We look forward to showing you what we can do."

William Griggs founder and CEO of Bailey
William Griggs
Founder and CEO of Bailey
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