Integrate Salesforce using Intelligent Integration & Automation

Intelligently Integrate & Automate Salesforce

Salesforce is a SaaS application company that specializes in CRM management. Salesforce’s CRM application helps business connect with customers, prospects and partners. Companies use Salesforce to understand their customers connect with them and grow their customer bases. Some highlighting features of Salesforce include real-time analytics, customer success and support, customer complaints and many other important CRM functions. In short, Salesforce is a one-stop solution for all your CRM needs.  

Synchronize Customer Data

Sync Leads

Eleminate Manual Entry

One-stop Solution

Fast-pace integration and reduce technical dependency

Pre-built Connections

Sapper provides pre-built connections made for you

Archieve Automation

Achieve data accuracy and cost-efficiency with automation

Integrated Systems

Integrate systems to achieve maximum efficiency

Connect Salesforce with 100+ other apps:

Saba

Microsoft Teams

Magento

Hubspot

Slack

Shopify

Jira

Looker

Snowflake

NetSuite

Workday

Some Popular Use Cases

This use-case integrates the accounts from  Salesforce to the Customers in Netsuite. While Salesforce stores the customer data for sales management, NetSuite requires customer data for Billing management.  

  1. An account is created or updated in Salesforce
  2. Sapper will check for matching customer in NetSuite by Salesforce Account name
  3. If no matching customer found, then Sapper will create a new customer in NetSuite
  4. If a matching customer found, then Sapper will update the customer details in NetSuite
  1. A new case is created in Salesforce 
  2. Sapper searches for a matching issuein Jira by Salesforce case description
  3. Sapper searches for a matching user in Jira by email address
  4. If no matching user is found in Jira, then Sapper creates a new user in Jira 
  5. If no matching issue is found in Jira, then Sapper creates a new issue in Jira from Salesforce case details
  1. A product is created or updated in NetSuite 
  2. Sapper searches for a matching product in Salesforce by Product name 
  3. If a matching product is not found in Salesforce, then Sapper creates a new product in Salesforce 
  4. If a matching product exists in Salesforce, then Sapper updates the product detail in Salesforce

Real-time data on the inventory status helps the sales team identify the product availability and create accurate sales opportunities as well as provide customers with correct shipping dates. 

Sapper’s Pre-built Salesforce Automations 

  • A new lead is created in HubSpot 
  • Sapper bot will search for the same information in HubSpot by email address 
  •  If no matching leads are found, Sapper creates a lead in HubSpot
  • A new account is created or updated in Salesforce 
  • Sapper searches for customer information by name 
  • If the information is unavailable, Sapper bots create a new customer 
  • If the information is available, Sapper bots update the new information
  • A new case is created in Salesforce 
  • Sapper searches for the new case in ServiceNow by Salesforce description 
  • Sapper searches for the new user in ServiceNow by email id 
  • If no matching incident is found in ServiceNow, Sapper creates the new incident 
  • If no matching user is found, Sapper creates a new user ID.  

Choose Sapper for Your Intelligent Automation

  • Ready to Use Automations: Discover the solutions you need from pre-built automation created for you.  
  • Fast pace with Intelligent Automation: Combine the power of AI, bots to automate manual tasks  
  • Eliminate Technical Glitches: No waiting for a technical person to implement the automation. Automate the process yourself within a few minutes 
  • Build Bots to Work for You: Create unique conversation-driven automation with Slack bots 

Let’s Connect and Start Automating…

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