Salesforce integration services Australia for accounting, delivery, support and marketing systems. Salesforce API integration and custom Salesforce integration so Closed Won deals become invoices, accounts stay in sync and pipeline meets reality.
Perth-based. Australia-wide. Fixed-price quotes.
The systems businesses most often ask us to sync with Salesforce — accounting, ERP, eCommerce, project delivery and reporting. Click any platform to see its dedicated integration page.
Three stages. No surprises. Your live Salesforce data stays untouched until cutover. Every Salesforce API integration is delivered personally by the founder, from scoping call through to go-live.
Week 0
15-minute scoping call. We map your Salesforce setup, the systems you need it connected to (deals, contacts, invoicing, automations), and the specific workflow gaps. Fixed-price quote inside 48 hours.
Weeks 1–N
Integration built in a sandbox and parallel-run against your live Salesforce data for two weeks. Every record mapping, field translation and event trigger validated before production. No risk to live deals or pipelines.
Cutover
Production cutover on a planned window — typically a weekend. Team training, monitoring active, 30 days post-launch support. Documentation and source code handed over in full.
Deal to invoice, account sync, support, project delivery, marketing and reporting. Our custom Salesforce integration work covers each one differently. Pick a tab to see how yours would take shape.
When a Salesforce opportunity reaches Closed Won, a draft or approved invoice is created in Xero, MYOB, or QuickBooks. Opportunity products map to invoice line items with correct pricing, quantities and tax codes.
Handles milestone-based invoicing (invoice on project milestones), retainer billing (recurring invoices from a single opportunity), and one-off project invoices.
Salesforce accounts and contacts sync to your accounting software, helpdesk and project management tools. New records created, existing records updated, duplicates prevented.
Bidirectional where needed — billing address updated in accounting flows back to Salesforce. Contact role changes reflect across systems.
Salesforce Cases or third-party helpdesk tickets (Zendesk, Freshdesk, Intercom) surfaced in the Salesforce account record. Support history visible to sales and account management.
Escalation triggers, SLA tracking and resolution data all flow between systems so nothing falls through the cracks.
Salesforce opportunities trigger project creation in Monday.com, Asana, Jira, or your project management tool. Delivery status syncs back to Salesforce so sales sees project progress.
Resource allocation, milestone completion and time tracking data available in the Salesforce account record.
Salesforce leads and contacts synced with your marketing automation platform — Pardot, HubSpot Marketing, Marketo, or ActiveCampaign. Lead scoring, campaign attribution and engagement data flow both ways.
Marketing knows which leads converted. Sales knows which campaigns generated them. Attribution reporting actually works.
Salesforce pipeline data combined with accounting actuals, project delivery metrics and support satisfaction scores in Power BI, Tableau, or Looker Studio.
Forecast vs actual revenue. Win rate by product line. Customer health scores. All in one view, updated automatically.
Cost depends on your Salesforce edition, custom objects, the systems you need connected and the exception cases. Here is how salesforce developer services and Salesforce API integration work gets scoped, from a free call to a fixed-price proposal.
Tell us your Salesforce edition, what systems need connecting, and the workflows you want automated. We will tell you what is involved.
Clear scope, fixed price. Covers build, testing, Salesforce configuration, and go-live. No hourly surprises.
Deal-to-invoice first, then account sync, then reporting. Each phase delivers value independently. Scale as you see results.
Why HELLO PEOPLE
Zapier, n8n and enterprise iPaaS all connect Salesforce, in their own way. Here's how we compare on the things that actually matter to an SMB owner.
| Concern | HELLO PEOPLE | Zapier / Make | n8n / Self-hosted | MuleSoft / Boomi |
|---|---|---|---|---|
| Setup for the Salesforce API | We handle OAuth + custom objects | Prebuilt Salesforce app, basic fields | You wire the Salesforce nodes yourself | Weeks of enterprise onboarding |
| Salesforce opportunity to order to invoice flow | Full opportunity to closed-won to invoiced | New record triggers only | Powerful, you build each step | Powerful, priced accordingly |
| AU privacy law + BAS fit | AU-native, Privacy Act and GST aware | Generic, misses AU quirks | Generic, you code the rules | Generic, needs configuration |
| Ongoing cost | One-off + optional support plan | Per-operation, forever | Self-hosted infra + upkeep | Enterprise licence |
| When Salesforce updates the API | We patch, no extra charge | Wait for Zapier to update the app | You update the Salesforce flow yourself | Support-ticket queue |
| Direct access to the builder | Email Kasun, get Kasun | Chat support tier | Community forum | Enterprise support tier |
| Contact, opportunity and pipeline data ownership | You own it, nothing sits with us | Vendor holds middleware | You own it (self-hosted) | Vendor holds middleware |
A professional services firm had leads in the CRM, jobs in a project tool and revenue in the accounting platform — with no view across the three. We connected the systems and built a unified pipeline so sales, delivery and finance all see the same data with attribution intact.
Read the full case studyWe spent half a day every week manually raising invoices from Salesforce deals. HELLO PEOPLE wired opportunities straight through to Xero and now Closed Won means invoiced. The integration paid for itself inside the first month.
Every project is different, but the six-step structure stays the same. Discovery, data mapping, build, sandbox testing, go-live, then ongoing support as your Salesforce org keeps evolving.
A live connection between Salesforce and the systems around it. Closed Won opportunities become invoices in Xero, MYOB or NetSuite. Accounts and contacts stay in sync with accounting, helpdesk and project tools. Payment status flows back into the opportunity record. Pipeline and revenue reporting finally match.
Pricing depends on your Salesforce edition, custom objects, the systems involved and the exception cases. Book a free 15-minute call so we can understand the scope. You then get a fixed-price quote inside 48 hours. No hourly billing once we start.
About 4 to 8 weeks for a straightforward Salesforce-to-accounting integration. Multi-system builds with project sync, support and reporting usually run 8 to 16 weeks, delivered in phases so you see working automations every couple of weeks instead of a big reveal at the end.
Yes. Opportunity products map to Xero invoice line items with the right tax codes, tracking categories and pricing. Payment status from Xero flows back into the Salesforce opportunity, so sales sees when a deal is actually paid, not just Closed Won.
AppExchange connectors work for simple, standard setups. Once you have custom objects, CPQ, multi-entity billing, approval workflows or bidirectional sync with specific field mappings, a custom Salesforce integration gives you the control and reliability an off-the-shelf app cannot.
Professional, Enterprise, Unlimited and Developer editions. API access is required and comes standard in Enterprise and above. Professional edition needs the API add-on. We confirm during scoping so nobody hits a licensing wall halfway through the build.
Yes. CPQ output like quote line items, discounts and bundles can map directly to invoice line items in your accounting system. Tiered pricing, seat-based licensing and multi-year deals with milestone billing are all handled by the integration.
Yes, 100 percent. Source code, Apex where needed, connector logic and documentation all belong to you. No licensing fees, no lock-in. Most clients stay with us for ongoing support because we already know the org and the release calendar.
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Tell us your Salesforce edition, the systems it needs to connect to, and which workflows should trigger invoices, projects, support or reporting. We come back with the right integration path and a fixed-price scope.
Prefer a quick chat? Call 0425 531 127. We answer the phone in Perth.
