Salesforce Integration for Australian Businesses
Connect Salesforce to your accounting, project management, helpdesk and reporting systems. Deals become invoices. Accounts stay in sync. Pipeline meets reality.
Perth-based. Australia-wide. Fixed-price quotes.
Salesforce API Integration Services
Salesforce runs your pipeline. But when a deal closes, someone still emails finance to create an invoice. Customer data sits in Salesforce, disconnected from the accounting, project delivery and support systems where it actually needs to be.
We build custom integrations using Salesforce REST and Bulk APIs. Opportunities become invoices. Accounts sync across systems. Pipeline data meets actual revenue data. All automated, all reliable.
HELLO PEOPLE is a Perth-based software consultancy. We work with Australian businesses running Salesforce — professional services firms, SaaS companies, financial services, manufacturers, and not-for-profits who need Salesforce connected to the rest of their tech stack.
What Salesforce users tell us
Salesforce is great at managing the pipeline. The gap is between Closed Won and everything that happens after.
Salesforce is a walled garden
Your pipeline lives in Salesforce. Your accounting lives in Xero or MYOB. Your support tickets live in a helpdesk. A deal closes and someone manually creates an invoice in another system.
Opportunities that Win but never become invoices
The sales team marks an opportunity as Closed Won. Finance does not know about it until somebody tells them. By then it is two weeks late.
Customer data is everywhere and nowhere
Salesforce has the account. Xero has the invoices. The helpdesk has the tickets. Nobody has the full picture. Account managers wing it on every call.
AppExchange connectors that stop at the basics
You tried a connector from the AppExchange. It synced contacts and maybe invoices. But custom objects, multi-entity structures, and your specific approval flows? Not supported.
Reporting requires pulling from multiple systems
Revenue forecasting in Salesforce. Actual revenue in Xero. Project delivery in Monday or Jira. Someone stitches it all together in Excel every month. It takes a day.
Salesforce admins too busy to build integrations
Your Salesforce admin is flat out managing users, reports, workflows and data quality. Building and maintaining external integrations is not on their roadmap.
Get Started
Tell us what Salesforce needs to connect to
Accounting, project management, helpdesk, reporting — share your systems and we will give you a clear plan.
Salesforce Integration Workflows
The most common Salesforce integrations we build for Australian businesses. Pick a tab to see how it works.
Opportunity to invoice sync
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.
Payment status flows back to Salesforce so your sales team knows if the client has paid without asking finance.
Account and contact sync
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.
Handles parent-child account hierarchies, multiple contacts per account, and custom relationship types.
Support and case integration
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.
Common for businesses where account managers need support context before client meetings, or where renewal risk is tied to support satisfaction.
Project and delivery integration
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.
Good for professional services firms, agencies and consultancies where deal close needs to seamlessly hand off to delivery.
Marketing platform integration
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.
Handles lead routing rules, campaign member status updates, and custom scoring models.
Cross-system reporting and dashboards
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.
Good for leadership teams tired of the monthly Excel jigsaw puzzle.
Closed Won becomes an invoice — automatically
When a Salesforce opportunity moves to Closed Won, an invoice is created in Xero, MYOB or QuickBooks. Line items, payment terms, account codes and GST all mapped correctly.
Finance does not chase sales for deal details. Sales does not learn accounting software. Everyone stays in their lane.
One customer view across all systems
Salesforce accounts enriched with invoice history from accounting, support tickets from helpdesk, project status from delivery tools. Everything visible without leaving the CRM.
Account managers walk into calls knowing the full story — payments, open tickets, project milestones. Not just the opportunity pipeline.
How we price Salesforce integrations
Straight answers on cost before you commit time to a scoping call.
Free discovery call
Tell us your Salesforce edition, what systems need connecting, and the workflows you want automated. We will tell you what is involved.
Fixed-price quote
Clear scope, fixed price. Covers build, testing, Salesforce configuration, and go-live. No hourly surprises.
Phased approach for complex orgs
Deal-to-invoice first, then account sync, then reporting. Each phase delivers value independently. Scale as you see results.
AI-powered document processing that cut manual work by 85%
We helped an Australian firm replace hours of manual data entry with an intelligent pipeline. Documents flow straight into connected systems — accurately and without human input.
Read the full case study →Your Salesforce integration at a glance
Salesforce at the centre, connected to accounting, project tools, helpdesk and reporting.
From first call to live integration
A clear process so you know what to expect.
Why HELLO PEOPLE for integrations
We build, not just connect
We write proper integration code — API connections, data mapping, error handling, logging. Not Zapier chains that break quietly.
Fixed-price quoting
You get a clear price before we start. No hourly billing that spirals. No surprise invoices at the end of the month.
Built for Australian business
We understand BAS, GST, super, award rates, Australian privacy law, and the platforms local businesses actually use.
Senior team, direct access
You talk to the people building your integration. No account managers, no offshore handoffs, no ticket queues.
Ongoing support included
APIs change. Platforms update. We monitor, maintain, and evolve your integration so it keeps working as your business grows.
We were spending half a day every week manually creating invoices from Salesforce deals. The integration paid for itself in the first month. Now Closed Won means invoiced, automatically.
Salesforce integrations by industry
Different industries use Salesforce differently. Here is how we approach integration for each.
Professional Services
Opportunity close triggers project creation and first invoice. Utilisation rates, project margins and client lifetime value visible in Salesforce for partner reviews.
Technology & SaaS
Salesforce CPQ output generates subscription invoices. Usage data from your platform feeds back into Salesforce for upsell triggers and churn risk scoring.
Financial Services
Client onboarding in Salesforce triggers compliance workflows, account setup in core systems, and welcome sequences. Regulatory reporting data flows back for audit trails.
Manufacturing & Distribution
Salesforce opportunities generate purchase orders in your ERP. Inventory availability from warehouse systems visible in Salesforce so reps quote delivery dates accurately.
Healthcare & Life Sciences
Patient or provider accounts in Salesforce Health Cloud connected to billing, scheduling and compliance systems. Referral tracking from first contact to treatment.
Not-for-Profit
Salesforce NPSP donor management connected to payment processing, email campaigns and grant tracking systems. Donor lifetime value and campaign ROI visible in one place.
Common questions about Salesforce integration
Can you connect Salesforce to Xero or MYOB?
Yes — Salesforce-to-accounting is one of the most common integrations we build. Opportunities become invoices. Payments flow back. Contacts stay in sync. A 15-minute call confirms the specifics for your org.
How is this different from AppExchange connectors?
AppExchange connectors work for simple, standard setups. But if you have custom objects, CPQ, multi-entity billing, complex approval workflows, or need bidirectional sync with specific field mappings, custom integration gives you the control and reliability you need.
How much does a Salesforce integration cost?
Fixed price. A standard opportunity-to-invoice integration typically runs $10,000 to $25,000. Multi-system integrations with project management, support, marketing and reporting usually come to $25,000 to $60,000.
How long does it take?
A straightforward Salesforce-to-accounting integration takes 4 to 8 weeks. Multi-system integrations with project sync, support and reporting typically take 8 to 16 weeks.
Which Salesforce editions do you support?
Professional, Enterprise, Unlimited and Developer editions. API access is required, which is included in Enterprise and above. Professional edition requires the API add-on.
Can you work with our Salesforce admin?
Yes. We handle the integration build and external system connections. Your Salesforce admin manages the org. We coordinate on field mappings, page layouts and workflow triggers.
Do you handle Salesforce CPQ integrations?
Yes. CPQ output (quote line items, pricing, discounts) can map directly to invoice line items in your accounting system. Complex pricing structures with tiers, bundles and custom discounting are handled.
Can you migrate data as part of the integration?
Yes. We can backfill Salesforce with invoice history from accounting, or populate accounting with existing Salesforce accounts. Historical data migration is scoped separately to keep things clear.
Get Started
Tell us what Salesforce needs to connect to
Share your Salesforce setup and the systems you need connected. Clear plan. Realistic price.
Tell Us About Your Salesforce Setup
Tell us your Salesforce edition, the systems it needs to connect to, and the workflows you want automated. We'll come back with a clear plan.
Prefer a quick chat? Call 0425 531 127 – we're Perth-based and we answer the phone.