The Salesforce agencythat connects, migrates, syncs, automates, cleansSalesforce into your whole stack, not an island.
Salesforce is powerful and easy to turn into an expensive island: the data lives elsewhere, reps swivel between tabs, ops exports reports by hand. We wire Salesforce into your ERP, billing, e-commerce and phone system so it becomes the source of truth, not another silo.
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GeminiA Salesforce integration agency actually connects your tools.
Plenty of consultants can configure Salesforce. Wiring it cleanly into the rest of your stack so data moves without a human in the loop is a different job. Here are the four things we own.
- Implementation
Sales, Service & Marketing Cloud set up around your process
You don't get a raw org and a login. We configure Sales Cloud, Service Cloud and the objects, record types, page layouts and profiles around your real pipeline and teams. Flows over fragile process builders, validation rules that match how you actually sell. Your reps open Salesforce and it fits, not fights, the way they work.
See a typical setup - Integration
Salesforce wired into the rest of your stack
This is the core of the integrator job. We connect Salesforce to your ERP, billing tool, e-commerce platform, phone system and data warehouse. Through the REST and Bulk APIs, Platform Events, webhooks, or n8n and Make when the flow gets complex. No more swivel-chair between Salesforce and the tools that actually hold your data.
See the integrations - Migration
Data migration with nothing lost
Coming from HubSpot, Pipedrive, Zoho, an old spreadsheet or a homegrown CRM? We map the objects, dedupe the records, keep the full activity history and switch over without breaking your live automations. Every migration runs in a Salesforce sandbox before it touches production.
See the migration method - Automation & AI
Flows and AI that do the busywork
Once Salesforce is connected, we automate it. Flow orchestration, lead routing and scoring, AI-driven record enrichment, auto-drafted case replies, reporting that fills itself in. We're an automation and AI agency first, so we go past clicks-not-code into Apex and external AI when the use case earns it.
See AI on Salesforce
We wire Salesforce like a system, not a gadget.
An integration is data plumbing. Botch it and you find out three months later when a payment doesn't sync and an account gets chased for an invoice it already paid. So we treat every flow with the same rigor, whether it links Salesforce to Stripe, an ERP or a data warehouse.
- Audit · map your current stack and the data flows to wire into Salesforce
- Mapping · define which Salesforce objects talk to which systems, and which way
- Build · wire each integration via REST/Bulk API, Platform Events, n8n or Make
- QA · test every flow in a sandbox before switching your production org over
An automation agency, not a license reseller.
We don't sell a Salesforce partner tier. We come from automation and AI, so we see Salesforce for what it is: a central node in your stack that has to talk to everything else. That's exactly what's missing at a lot of consultancies that stop at config and dashboards.
- We come from automation and AI, not from billing certifications. Salesforce is a node in your stack, not the whole point.
- We build integrations that hold: error handling, retries, logs, alerts when a sync breaks.
- We teach your admin to maintain the Flows, we don't lock you into a retainer to change a picklist.
- No badge to sell: we're judged on the flows running in your org, not on a partner tier.
Salesforce at the center, your tools all around it.
We stay tool-agnostic. If your system exposes a documented API and webhooks, we connect it to Salesforce. Here are the tool families we wire most often.
- Integration
ERP & operations
SAP, Odoo, NetSuite, Microsoft Dynamics: accounts, orders and payment status sync both ways with Salesforce.
- Integration
E-commerce
Shopify, WooCommerce, BigCommerce: orders, carts and customers flow into Salesforce to trigger the right journeys.
- Integration
Billing & finance
Stripe, QuickBooks, Xero, Chargebee: a closed opportunity creates the invoice, a payment updates the account, zero re-entry.
- Integration
Phone & support
Aircall, RingCentral, Zendesk, Intercom: calls and cases log straight onto the record, your team keeps the context.
- Integration
Data & reporting
BigQuery, Snowflake, Looker, Power BI: we push Salesforce data into your warehouse for dashboards that join every source.
- Integration
No-code orchestration
n8n, Make, Zapier: when a flow touches four or more tools, we orchestrate it cleanly instead of stacking brittle Flows and triggers.
We map your stack, you leave with an integration plan.
Before quoting anything, we take 60 minutes to list your tools and the flows to wire into Salesforce. You leave with a map of your stack, the priority integrations and an honest take on what's worth automating first. Zero pitch, just an integrator's read on what's blocking your data.
- A map of every system that holds your customer data
- Priority flows to wire into Salesforce, in order
- Method per flow: REST/Bulk API, Platform Events, n8n or Make
- A frank take on the integrations that aren't worth the cost
How we run a Salesforce integration.
Five steps, in order, no skipping. We don't build before the mapping is signed off, we don't deploy to your production org without QA, and we hand your admin the keys at the end. Each step has a deliverable and you sign off before we move on.
- Step 1 · Stack audit
Map your stack before touching Salesforce
We sit down with the teams that live in the tools, sales, service, ops, finance, and list every system that holds customer data: your current CRM, your ERP, billing, e-commerce, phone system, spreadsheets. We note where data duplicates, where it leaks, and which flows are still done by hand. You leave with a clear map of what needs to talk to Salesforce and in what order we wire it.
- Step 2 · Data mapping
Define the data model before the first integration
Before opening a sandbox, we write the mapping: which Salesforce objects (Accounts, Contacts, Leads, Opportunities, Cases, custom objects) match which records in your other systems, which fields sync, which direction, and which side wins on conflict. We document dedupe rules and the statuses that trigger an action. An operator on your side signs off before we build.
- Step 3 · Building integrations
Wire each flow with the right tool for the job
We pick the most robust path for each flow. Native REST or Bulk API and Platform Events when the exchange is high-volume and event-driven. n8n or Make when a flow chains several services, needs parsing or conditional logic your admin will extend without us. Apex only when declarative tools genuinely can't do the job. Every integration ships with its error handling and logs from day one.
- Step 4 · Sandbox QA
Test every flow before switching the production org
We never wire an integration straight into production. We replay flows in a Salesforce sandbox with representative data: a new opportunity, a Stripe payment, a Shopify order, a Zendesk case. We check the data lands on the right record, in the right format, with no duplicates, and that existing Flows and triggers don't break. You sign off on each scenario before deployment.
- Step 5 · Monitoring & handoff
Watch the flows and make you self-sufficient
An integration that breaks silently is worse than no integration. We set up alerts when a sync fails, a sync-health dashboard, and a retry path for transient errors. Then we train your admin: they can read the logs, re-run a job and adjust a simple Flow. The goal is that you don't need us to breathe.
We're judged on the flows that run.
No partner badge to display, so we lead with what actually matters: feedback from the ops and sales teams using the integrations we wired, day in and day out. Our Trustpilot reviews come from those operators, not from marketing.
- Every integration ships with its logs and failure alerts
- Knowledge transfer so your admin stays self-sufficient
- A broken sync shows up right away, not at the next report
- Trustpilot reviews come from the teams living in Salesforce
The questions we get asked on repeat.
What does a Salesforce integration agency actually do?
A Salesforce integration agency wires Salesforce into the rest of your tools so data moves on its own. The difference from a pure consulting shop: we don't stop at configuring objects and Flows. We connect Salesforce to your ERP, billing, e-commerce, phone system and data warehouse, through the REST and Bulk APIs, Platform Events, webhooks or platforms like n8n and Make. The point is to kill swivel-chair work and manual exports between your systems.Are you a certified Salesforce partner?
No, and we'd rather be upfront about it. We're not a Salesforce Summit or Consulting Partner with a badge to wave around. What we have is hands-on integration experience: we're an automation and AI agency, so connecting Salesforce to an existing stack via APIs, Platform Events and webhooks is our daily job. You judge us on the flows running in your org, not on a partner tier. If you need a certified partner for a heavy Apex build or a regulated rollout, we'll tell you honestly.How much does a Salesforce integration cost?
It depends entirely on scope: how many systems to connect, which way the syncs run, how much data to migrate and how complex the business rules are. Wiring Stripe and Shopify into Salesforce is nothing like syncing a homegrown ERP both ways with Platform Events. We don't throw out a flat package. We start with a free 60-minute audit to frame the need, then quote a fixed scope. No vague hourly billing.Which tools do you connect Salesforce to?
We stay tool-agnostic. ERP and ops: SAP, Odoo, NetSuite, Microsoft Dynamics. E-commerce: Shopify, WooCommerce, BigCommerce. Billing and finance: Stripe, QuickBooks, Xero, Chargebee. Phone and support: Aircall, RingCentral, Zendesk, Intercom. Data: BigQuery, Snowflake, Looker, Power BI. And for complex flows we orchestrate through n8n, Make or Zapier. If your tool exposes a documented API and webhooks, we can wire it into Salesforce.Can you migrate from HubSpot or Pipedrive to Salesforce without losing history?
Yes, it's a classic case. We first map the objects (companies to Accounts, contacts, deals to Opportunities, activities) between the old CRM and Salesforce. We clean duplicates and inconsistent fields along the way. We keep the activity history, notes and attachments. Then we replay the migration in a Salesforce sandbox to confirm nothing breaks before touching production. The rule: no cutover without a QA pass you've signed off on.Do we pay for Salesforce licenses on top of your work?
Yes, the Salesforce licenses are billed by Salesforce directly, separate from our integration work. We help you pick the right editions and the right Clouds for your real usage, so you don't pay for seats and add-ons you won't use. Salesforce gets expensive fast when editions and add-ons stack up. We look at that during the audit, with zero incentive to push you toward the priciest tier.How long does it take to wire Salesforce into our stack?
For a scoped integration (2 to 3 systems connected to Salesforce), count 4 to 8 weeks: audit and mapping in week 1, building flows in weeks 2 to 5, sandbox QA and cutover after that. Salesforce tends to run a touch longer than lighter CRMs because of sandbox cycles and deployment via change sets or a metadata pipeline. A heavy migration with large data volume can run longer. We always split into batches to ship a first useful flow fast.Should we integrate Salesforce with Apex or with n8n / Make?
It depends on the flow. We default to declarative tools and external orchestration (n8n, Make) when the logic lives across several apps, because your admin can see and extend it without a developer. We reach for Apex when the logic is genuinely Salesforce-internal, high-volume or transactional in a way no-code can't handle cleanly. The upside of n8n and Make: the flow is visible and portable, and you're not sitting on custom Apex nobody on your team can maintain.How do you handle GDPR on Salesforce data?
We configure Salesforce on the right footing: consent tracking, lawful basis, retention and the right to erasure wired into your Flows. For integrations, we make sure data travels over secure connections and that the third-party tools you use support EU hosting when it's required. If you have a DPO, we work with them on the records of processing. Compliance gets wired at integration time, not patched after.
Stop swiveling tabs. Connect Salesforce.
A 60-minute audit, your stack mapped, a prioritized integration plan. If your admin can wire the flows in-house, we'll tell you and hand you the plan. If we're the right fit, we handle it.