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.
Integration
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.
- AU-wide Perth-based · servicing Australia
- 18+ yrs Building software
- Salesforce Api certified
- Fixed Price scopes, no surprises
Salesforce Integration
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, from professional services firms and SaaS companies to financial services, manufacturers, and not-for-profits who need Salesforce connected to the rest of their tech stack.
How it runs
A Salesforce integration project, end to end
Three stages. No surprises. Your live Salesforce data stays untouched until cutover — delivered personally by the founder.
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Week 0
Salesforce Integration Audit
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.
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Weeks 1–N
Build & Parallel-Run
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.
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Cutover
Go-Live & Handover
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.
Sound Familiar?
What Salesforce users tell us
Salesforce is great at managing the pipeline. The gap is between Closed Won and everything that happens after.
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.
15-Minute Integration Audit — No Cost, No Commitment
Tell us what systems you are running and what is not connecting properly. We map the gap, find what needs to be built, and give you a fixed-price quote before you commit to anything.
- 15-minute scoping call
- Fixed price included
- Australian team
- Ongoing support after launch
What We Build
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.
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.
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.
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.
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.
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.
Why Integrate Salesforce
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.
Contacts and accounts stay in sync
New account in Salesforce? It appears in accounting. Customer updates their billing address in Salesforce? It updates in Xero. No duplicates. No stale data.
Bidirectional sync where needed. Updated payment terms in accounting reflect in Salesforce.
Forecasted and actual revenue in one place
Salesforce pipeline data combined with actual revenue from accounting and delivery data from project tools. Forecast vs actual. Pipeline conversion by rep. Revenue by product line.
Dashboards your leadership team actually trusts because the numbers come from real invoices, not optimistic pipeline stages.
Handles your Salesforce customisations
Custom objects, custom fields, record types, multi-currency, multi-entity. We build for your actual Salesforce org, not a default install.
Approval workflows, CPQ output, complex pricing structures, all factored into the integration logic.
Pricing
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.
Case Study
Lead-to-revenue pipeline visibility for a B2B services firm
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 study 3 Systems unified into one source of truth
85% Reduction in handover errors
6wk From scope to live integration
24/7 Live pipeline visibility
How It Connects
Your Salesforce integration at a glance
Salesforce at the centre, connected to accounting, project tools, helpdesk and reporting.
Salesforce
Xero / MYOB Invoices & payments
Project Tools Delivery status
Helpdesk Support tickets
ERP Inventory & orders
Marketing Campaigns & leads
Power BI Reporting
How It Works
From first call to live integration
A clear process so you know what to expect.
Why us
Why HELLO PEOPLE for integrations
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We build, not just connect
We write proper integration code: API connections, data mapping, error handling, logging. Not Zapier chains that break quietly.
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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.
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Built for Australian business
We understand BAS, GST, super, award rates, Australian privacy law, and the platforms local businesses actually use.
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Senior team, direct access
You talk to the people building your integration. No account managers, no offshore handoffs, no ticket queues.
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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.
Industries
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.
FAQs
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?
Pricing depends on the systems involved, the volume of data and the exception cases. We provide a fixed-price quote after a 15-minute scoping call — no hourly billing, no surprises.
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.
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Tell Us About Your Salesforce Setup
Tell us your Salesforce edition, the systems it needs to connect to, and which workflows should trigger invoices, projects, support, or reporting. We will come back with the right integration path and fixed-price scope.
Prefer a quick chat? Call 0425 531 127. We answer the phone in Perth.
