Salesforce CRMIntegration

Configurable & Customizable Integration

Connect Acumatica to your Salesforce CRM.  Sync customers, accounts, contacts, closed won opportunities, and quotes/orders between Acumatica and Salesforce.  Custom Records also supported for advanced configurations.

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  • Accounts & Customers

    Begin syncing Salesforce Accounts with Acumatica Customers when opportunities are closed won.

  • Opportunities

    Sync closed won opportunities in Salesforce to Acumatica and automatically convert to Sales Orders.

  • Quotes & Orders

    Sync quotes and orders to Acumatica estimates and Sales Orders at the desired time.

  • Contacts

    Sync contact information between Acumatica and Salesforce for contacts related to closed won customers.

  • Custom Records

    Additional data from Acumatica from other native or custom records can be synced to any record in Salesforce, including custom records, to exchange additional information between customized instances of Acumatica and Salesforce.

An AcuSync Solution

Our Salesforce integration with Acumatica is pre-configured to get you up and running quickly and easily.  Start with the AcuSync Platform and the Saleforce Integration package and easily configure and customize to your needs.

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