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.
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.