Prebuilt Salesforce Integrations
Salesforce.com is an extremely popular CRM platform that likely needs no introduction, and extends well beyond traditional CRM. Customers may use out of the box, 3rd party, or home ground solutions built on the platform, and GlobalCapture is ready to be your partner in leveraging that data across your business.
Saleforce APIs are documented here:
https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql.htm
Available Integrations
- Salesforce Accounts to Quickbooks Customers
Read a list of customers from the Salesforce Account object and use the data returned to create Customers in QuickBooks.
- Sync Accounts List
Retrieve a list of accounts from Salesforce, and feed those accounts into a GlobalCapture list.
Licensing Requirements
This integration requires the use of Square 9’s Universal iPaaS node, which may require a license depending on the product tier the solution is in.
Salesforce API request limits are strictly enforced. Customers are strongly encouraged to understand their Salesforce API limits and work well within those boundaries.