Salesforce
Salesforce can handle the full customer journey, but out of the box it still leaves plenty of manual data entry on the table. We build the automations that close the gap between Salesforce and the rest of your business.
Book Free Audit →What we automate with Salesforce
- •Lead routing by territory, deal size, or product line
- •Quote-to-cash, from approval through to invoicing
- •Two-way sync with Xero so accounting stays current
- •Dashboards that pull from Salesforce and connected tools
Common Salesforce automations
Lead routing
Incoming leads assigned to the right rep automatically based on territory, deal size, or industry rules.
Quote-to-cash
A closed deal triggers invoice generation, fulfilment, and an accounting update without anyone touching three systems.
Salesforce-to-Xero sync
Contacts, invoices, and payments stay in sync across both platforms in real time.
Activity logging
Emails and calendar events log against the right record automatically, so reps stop doing it by hand.
Data enrichment
New records are filled in with company and contact data from external sources as soon as they're created.
Reporting pipelines
Pipeline, revenue, and team performance reports build automatically instead of being assembled by hand each week.
Works well with
Frequently asked questions
Can you connect Salesforce to Xero or MYOB?
Yes. We build sync workflows so invoices, payments, and customer records stay current across both systems when a deal closes in Salesforce.
What Salesforce automations do you build most often?
Lead routing by territory or deal size, quote-to-cash workflows, automated activity logging, and CRM data enrichment from external sources.
Do I need a Salesforce developer to work with you?
No. We work with Salesforce's built-in tools, Flow and Process Builder, and connect them to external systems ourselves. You don't need an in-house developer.
Stop re-entering data between Salesforce and your other tools.
Book a free audit and we'll map what's worth automating first.
Book Free Audit →