The RA team assists you in

integrating Salesforce

with the apps you're already using, ensuring consistent data across the platform.

SAP and Microsoft Dynamics

To extend CRM capabilities.

Sales Cloud
Quickbooks

Increase sales and generate accurate financial data.

Sales Cloud
Slack

Improve team productivity.

Sales Cloud
Marketo & Hubspot

Drive marketing efforts.

Sales Cloud
DocuSign

Sign, track, and send approvals on any device.

Sales Cloud
Mailchimp

Manage email lists and contact records.

Sales Cloud
LinkedIn

Better engage with leads.

Sales Cloud
The RA team assists you in integrating Salesforce

with the apps you're already using, ensuring consistent data across the platform.

Sales Cloud
SAP and Microsoft Dynamics

To extend CRM capabilities.

Sales Cloud
Quickbooks

Increase sales and generate accurate financial data.

Sales Cloud
Slack

Improve team productivity.

Sales Cloud
Marketo & Hubspot

Drive marketing efforts.

Sales Cloud
Docusign

Sign, track, and send approvals on any device.

Sales Cloud
Mailchimp

Manage email lists and contact records.

Sales Cloud
LinkedIn

Better engage with leads.

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Key Benefits of Salesforce Integration for Your Business 

Routine Automation applies best integration practices from previously gained expertise. Contact us to learn more about how to improve sales, service, marketing, commerce and analytics by adding external apps and components via Salesforce cloud integration services. 

Experienced engineers
Experienced engineers

Automate business processes

Increase efficiency. We integrate Salesforce with marketing, service, and e-commerce systems. Streamline processes, eliminate manual entry, and reduce errors. 

Experienced engineers
Experienced engineers

Ensure that data is accurate

Improve data quality with the RA team. Ensure consistency across platforms, enabling accurate reporting and analysis. Stay up to date with improved information. 

Experienced engineers
Experienced engineers

Access information more quickly and easily

Drive increased productivity and efficiency with Routine Automation. Experience the ripple effect of improved processes and streamlined operations. 

Experienced engineers
Experienced engineers

Salesforce integration with customer service platforms 

We’ll improve your customer experience. Give reps quick access to customer information, improving service quality and satisfaction. 

Experienced engineers
Experienced engineers

Provide your business with more comprehensive data

Unleash your knowledge. Understand customer behavior, sales trends, and metrics. Make informed decisions and drive improvement. 

Experienced engineers
Experienced engineers

Automate processes and reduce manual work 

The RA team will streamline operations and eliminate manual work effortlessly through seamless integration with Salesforce. 

01 01 arrow
Automate business processes

Increase efficiency. We integrate Salesforce with marketing, service, and e-commerce systems. Streamline processes, eliminate manual entry, and reduce errors. 

02 02 arrow
Ensure that data is accurate

Improve data quality with the RA team. Ensure consistency across platforms, enabling accurate reporting and analysis. Stay up to date with improved information. 

03 03 arrow
Access information more quickly and easily

Drive increased productivity and efficiency with Routine Automation. Experience the ripple effect of improved processes and streamlined operations. 

04 04 arrow
Salesforce integration with customer service platforms 

We’ll improve your customer experience. Give reps quick access to customer information, improving service quality and satisfaction. 

05 05 arrow
Provide your business with more comprehensive data

Unleash your knowledge. Understand customer behavior, sales trends, and metrics. Make informed decisions and drive improvement. 

06 06 arrow
Automate processes and reduce manual work 

The RA team will streamline operations and eliminate manual work effortlessly through seamless integration with Salesforce. 

6

steps

to Integrate
Salesforce

Gather Business Requirements

Have a design session with stakeholders. Create configurational workbook.

Sales Cloud
Build Integration Map

An Integration Map can show how actually Salesforce will be integrated with your application.

Sales Cloud
Design & Estimate

The team creates a design of how to build the application and estimates the number of tasks and the project’s duration.

Sales Cloud
Implement

Deliver implementation of the application using ESB Middleware (Mulesoft, Jitterbit, Talend).

Sales Cloud
Test & Validate

The QA team provides tests and checks that the application operates on clean, correct and useful data

Sales Cloud
Support

Ensure the application functionality within the Salesforce platform.

Sales Cloud

6

steps

to Integrate
Salesforce

Sales Cloud
Gather Business Requirements

We collect all your business requirements for the application to build your company's software infrastructure.

Sales Cloud
Build Integration Map

An Integration Map can show how actually Salesforce will be integrated with your application.

Sales Cloud
Design & Estimate

The team creates a design of how to build the application and estimates the number of tasks and the project’s duration.

Sales Cloud
Implement

Deliver implementation of the application using ESB Middleware (Mulesoft, Jitterbit, Talend).

Sales Cloud
Test & Validate

The QA team provides tests and checks that the application operates on clean, correct and useful data.

Sales Cloud
Support

Ensure the application functionality within the Salesforce platform.

RA Integration Services

With more than 8 years of integration expertise, the Routine Automation team possesses the ability to deliver end-to-end integration solutions. The team has successfully configured implementations for a diverse range of businesses from different sectors such as Manufacturing, Automotive, Retail, Logistics, and many more.

Seek the guidance of RA experts to initiate your Salesforce integration, who can assist you in identifying and customizing specific solutions to meet your unique requirements.

Sales

CPQ & Billing to automate contracts and documents, and create a seamless end-to-end process that allows companies to automate their entire quote-to-cash process within Salesforce. Einstein to bring AI into Analytics. Integrate with sales workflows to provide sales reps with relevant information, recommendations, and predictions.

ERP

SAP allows incorporating your CRM data, supply chain management data, and purchasing data in one platform. Microsoft Dynamics to automate and manage the business processes across finance integrated with Salesforce enables streamlining financial processes, sales quote to order, order fulfilment, and payment.

Marketing

SalesWings to lead website tracking and lead scoring. FormAssembly works with forms and passes submitted data in Marketing Cloud. Facebook, LinkedIn, and Twitter for social media posting. Google Ads for paid search. GoToWebinar, Webex, ReadyTalk for hosting webinars, and Eventbrite for events.

Experience Cloud

Salesforce Experience Cloud enhances communication between customers, partners, and employees. When connected on one platform, you can develop deeper relationships, engage more customers, and provide services faster.

Accounting

Xero integration provides a mix of CRM and accounting, and empowers you to match your accounting and billing processes with specific Salesforce contacts. Square integration allows businesses to seamlessly connect their payment processing data with their Salesforce account. Quickbooks to generate accurate financial data.

Service

CTI to receive customer requests via telephone. Case Management to receive customer requests via email messages and web form from site. Chat to receive customer requests via Live Chat. Experience Sites to receive customer requests from portal and sites. GetFeedback to collect feedback from customers via SMS, email, site. Twilio to build solutions for SMS and WhatsApp messaging, voice, video and email.

Reviews

Join 250 + companies who’ve reached Salesforce bliss with Routine Automation

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Salesforce Integration
Services FAQs

If you still have questions, please open one of them. We’ve got answers:
What is Integration in Salesforce?

Salesforce Integration is a process of connecting databases, data stores, and other systems are linked with Salesforce CRM and other applications.

Can Salesforce be integrated with 3rd party apps?

Yes, third-party app integration is possible with Salesforce. Salesforce offers a number of integration tools and APIs for developers to create interfaces between Salesforce and external systems.

How long does it take to perform Salesforce integration?

Depending on how complicated the integration is, it lasts from a few hours to months. Additionally, for the integration to keep working correctly, ongoing upkeep and assistance are needed. Let our professionals know the specifics of your business, so we can provide you with an accurate estimate.

How much does it cost to conduct integration?

Some factors that can affect the cost of integration include the complexity of the systems being integrated, the size and scope of the integration project. Contact RA team for exact estimation.

Can I provide Salesforce Integration myself?

It is essential to choose the right competent Salesforce partner to handle the integration process since they have the knowledge and experience to handle complex integrations and guarantee that they are performed correctly and effectively.

What are the benefits of hiring a Salesforce partner for Integration services?

A certified Salesforce partner has a thorough understanding of the Salesforce APIs, tools, and integration techniques, enabling them to build and deploy sophisticated integration solutions that adhere to particular business needs.