Salesforce integration services that keep your data in step.
We connect Salesforce to the tools around it: HubSpot, QuickBooks, NetSuite, Stripe, your support desk and your own product. Native connector, middleware or custom API, chosen per integration, with the sync rules written down so nobody has to guess.
Fixed-scope projects. Sync already broken? Start with the $499 audit.
What's included
Fixed scope
Quoted after an integration review
We start with what each system needs from Salesforce and what Salesforce needs back, then build the integrations that remove the most retyping and drift.
- Integration map: systems, objects, fields and sync direction
- Salesforce to HubSpot, QuickBooks, NetSuite, Xero and Stripe
- Native app, middleware or custom API, chosen per integration
- Duplicate prevention, conflict rules and error alerts
- API usage planned against your org's daily allocation
- Documentation and handover for your Salesforce admin
Sound familiar?
Your systems don't agree
Salesforce says the deal closed, QuickBooks has no invoice, and HubSpot shows a different owner for the same account.
Someone retypes data
Closed-won deals get copied into billing by hand, and support history lives in a separate tab nobody in sales opens.
An integration broke and nobody owns it
The person who set up the connector left, errors pile up, and nobody knows which system is the source of truth.
Your product needs Salesforce data
Sales wants product usage on the account, or customers need a portal that reads and writes Salesforce records.
How it works
- 01
Integration review
We map each system, the records that move between them, and where they drift today.
- 02
Fixed-scope plan
Which integrations to build, the approach for each, sync rules and one price.
- 03
Build and test
Built against a sandbox or sample records first, with duplicates and conflicts tested on purpose.
- 04
Launch and hand over
Error alerts in place, every mapping documented, and a walkthrough with your admin.
What we connect to Salesforce
Most projects connect two or three of these. The integration review tells us which ones remove the most manual work.
Marketing & CRM
- HubSpot, with sync rules chosen on purpose
- Marketo and Mailchimp
- Lead and campaign attribution
Finance & ERP
- QuickBooks and Xero
- NetSuite
- Closed-won deals turned into invoices
Billing
- Stripe and Chargebee
- Subscription status on the account
- Payments and renewals back in Salesforce
Support & delivery
- Zendesk and Freshdesk
- Jira and Asana
- Tickets and projects visible on the account
Your product
- Accounts and users from your app
- Usage and health signals for sales
- Customer portals on Salesforce data
Data & reporting
- Warehouse exports for BI
- Dashboards that match finance
- Backfills and one-time migrations
Three ways to integrate Salesforce
There's no single right tool. We pick per connection, and many orgs end up using all three.
| Approach | Best for | Watch out for |
|---|---|---|
AppExchange or native connector | Standard objects and a well-supported app that covers your fields | Field mapping and sync rules are limited to what the app supports, and it's easy to accept defaults nobody chose |
Middleware Zapier, Make, Workato, MuleSoft | Connections no native app covers, or workflows that touch several systems | Usage-based pricing, and flows that break silently without an owner and alerts |
Custom API integration | High volume, custom objects, money or data that must not drift, and your own product | Upfront build time, API allocation planning, and an owner after launch |
Comparing middleware? Our Zapier alternatives guide compares how each tool prices usage as volume grows.
Plan around Salesforce API limits
Integrations that work on day one can fail at month end, when a backfill or a busy week uses up the org's daily allocation.
100,000 + 1,000
API calls per 24 hours for Enterprise Edition, plus 1,000 for each Salesforce license
100,000 + 5,000
API calls per 24 hours for Unlimited and Performance Edition, per Salesforce license
25
long-running API requests (20 seconds or more) allowed at once in a production org
An Enterprise Edition org with 20 Salesforce licenses gets 120,000 calls a day. Bulk API calls count toward that total, and Professional Edition allocations apply only when API access is enabled. We size every sync and backfill against your allocation before building. Figures from Salesforce's API limits documentation.
Other ways to work with us
CRM Integration & Sync Audit
A sync already misbehaving? A $499 audit gives you a written fix plan in about 5 business days.
Learn more →HubSpot Consulting
HubSpot setup, migration and workflows, including portals that sync with Salesforce.
Learn more →AI & Workflow Automation
Lead routing, handoffs and AI workflows across Salesforce and the tools around it.
Learn more →Frequently Asked Questions
Scope, cost, integration approaches and Salesforce API limits.
Mapping which records move between Salesforce and your other systems, choosing a native app, middleware or custom API for each connection, setting sync direction and conflict rules, building and testing the integration, and documenting it for your admin. Good integration work also plans API usage and sets up alerts for failed syncs.
We quote fixed-scope projects after an integration review, so you know the price before we build. If you already have an integration that is creating duplicates or errors, start with our $499 sync audit, which gives you a written fix plan and is credited toward the fix if you hire us.
Use a native app when it covers your objects, fields and sync rules, since it is usually faster and cheaper to run. Choose middleware for connections no app covers at moderate volume, and a custom API integration when volume is high, custom objects are involved, or data that affects money must never drift.
Per Salesforce's developer documentation, Enterprise Edition orgs get 100,000 API calls per 24 hours plus 1,000 per Salesforce license, and Unlimited and Performance Edition orgs get 100,000 plus 5,000 per license. Bulk API calls count toward the same allocation, and Professional Edition allocations apply only with API access enabled.
Yes. Many HubSpot and Salesforce problems come from sync settings nobody chose on purpose: which system wins each field, which records sync, and how duplicates are prevented. If yours is already running, the sync audit is the fastest way to find what's wrong.
Yes. The usual goal is turning closed-won deals into invoices or subscriptions without retyping, and bringing payment status back to the account. We decide how to handle products, currencies and partial payments before building, since that is where these integrations usually break.
Get Salesforce and your other tools in step
Start with a 15-minute call about your systems. Fixed-scope proposal after the integration review.
Book a 15-min call