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.
Salesforce is a cloud sales platform that offers diverse CRM functionality and a robust app marketplace.
Clearbit
Google Sheets
Unbounce
Square
Quickbooks Online
Dropbox
Google Drive
Typeform
Google Forms
Google Calendar
Slack
Eventbrite
Asana
PagerDuty
Google Analytics
Calendly
Hubspot
Shopify
Stripe
Gmail
Zoom
Expensify
Intercom
Airtable
Google Ads
Marketo
Discord
LinkedIn Lead Gen Forms
Gravity Forms
Paypal
Active Campaign
Ring Central
Microsoft Office 365
Zendesk
Facebook Lead Ads
Mailchimp
Microsoft Excel
Help Scout
Eloqua
And Many More
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.
Bailey does everything for you. Sit back and watch your team reap the benefits.
Bailey gets it right the first time. No frustrations with integrations. Just results.
The most powerful and useful integrations at your fingertips.
Bailey’s track record speaks for itself. You can trust you’re in good hands when you work with us.
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.
Harnessing the power of automation will inevitably lead to your business growing. We make sure your automations and integrations grow with you.
Ready to get your Salesforce integrations and automations underway? Bailey is standing by to help. Fill out our form today for a free consultation.
When you get a new Shopify order, a lead will be generated in Salesforce, letting you get a more comprehensive list of your customers.
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.
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.
Salesforce Contacts can automatically be added to your relevant Mailchimp lists, so they can get the benefits of being a subscriber.
When a new Salesforce Opportunity comes in, get notified right away in a dedicated Slack channel, so you can capitalize on it.
Automatically generate a Salesforce lead anytime someone fills out one of your Google forms.
Pull all the info you need from Google Sheets and let Salesforce automatically create custom objects based off your rows.
Another way to stay organized is connecting your Salesforce with Trello. When a Salesforce Task is created, so is a corresponding Trello Card
Don’t miss out on new leads. With this integration, your gmail is notified as soon as a new lead comes in.
Keep things organized by integrating Asana with your Salesforce tasks. Automatically create an Asana card so your team stays on the ball.
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.
This is just the beginning of what Salesforce integrations can do for your company.
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.
The trigger tells the automation workflow when to initiate. Your set triggers act as the go-ahead for a task to be carried out.
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.
When a lead submits a Gravity Form
A new lead is created in Salesforce
When an event is added to Google Calendar
An event is created in Salesforce
When a new Salesforce opportunity is added
Your team gets a Slack notification
When a row is added to Google Sheets
A custom object is created in Salesforce
When a task is added to Asana
A task is created in Salesforce
When a new contact is added to Salesforce
A contact is added to MailChimp subscribers
When a new account is added to Salesforce
The account is added to Quickbooks Online
When a WooCommerce order is made
A Salesforce opportunity is added
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.
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.
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.
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.
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.
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:
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.
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.
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.
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.
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:
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.
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.
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.
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.
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.
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.
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?
Ready to have your Salesforce Integrations done for you? Bailey is ready to help. Just fill out our form below to get started!
"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."
