Connect Salesforce to ERP, Accounting
and Your Business Systems
Salesforce handles your sales pipeline. But getting that data into ERP, accounting and other business systems? That is where manual work piles up.
We build integrations that sync Salesforce with your accounting, ERP, marketing and support systems for businesses across Perth, Melbourne, Sydney, Brisbane and Australia. Less double entry. Faster invoicing. Real visibility across the business.
Custom Salesforce Integrations for Australian Businesses
We connect Salesforce to the systems that run your operations, finance and customer support. Quotes, opportunities, contacts and pipeline data sync automatically between Salesforce and your other platforms.
Stop Manual Data Entry Between Salesforce and ERP
Orders, quotes and customer data sync automatically with your ERP system.
Get Accurate Sales Pipeline Reporting
Real-time dashboards combining Salesforce with operational and financial data.
Automate Quote-to-Cash
Approved Salesforce quotes create invoices in Xero or MYOB automatically.
Sync Customer Data Across Systems
Contact updates in Salesforce flow to marketing, support and billing platforms.
Connect Field Teams with Head Office
Mobile teams see real-time Salesforce data, updates sync back automatically.
Integrate Legacy Systems
Connect Salesforce to older ERP, accounting or warehouse systems without replacing them.
What a Good Salesforce Integration Should Fix
Most businesses come to us with the same handful of frustrations. If any of these ring true, a Salesforce integration will probably save you significant time and money.
Double data entry
Your team is re-keying the same customer and order data into Salesforce and your ERP or accounting system. Every day. Mistakes creep in every week.
Slow quote-to-invoice
Finance waits for sales to email approved quotes. Then they re-enter everything into the accounting system. Invoices go out days late.
Unreliable pipeline reports
Your Salesforce reports show one thing. Finance shows another. Management can't trust either number when forecasting.
No customer context for support
Support tickets come in but the team can't see purchase history, open deals or account status without logging into Salesforce separately.
Manual CSV exports
Someone exports data from Salesforce, reformats it in Excel, and imports it elsewhere. Every week. Sometimes every day.
Field teams work from printed sheets
Sales reps on the road don't have reliable Salesforce access. They take printouts and update records when they get back to the office.
Why Australian Businesses Integrate Salesforce with Their Other Systems
Most businesses come to us for one reason. Too much time is being lost moving data between Salesforce and everything else.
Stop Re-Entering Sales Data
Opportunities and customer data flow from Salesforce to accounting and ERP without manual exports.
See Real Pipeline Performance
Combine Salesforce sales data with financials for accurate forecasts and executive reporting.
Faster Quote-to-Invoice
Approved quotes in Salesforce create invoices in your accounting system immediately.
One Customer Record Everywhere
Contact updates in Salesforce propagate to marketing, support and billing automatically.
Give Field Teams Real Data
Mobile access to Salesforce data with offline support. Updates sync when connectivity returns.
Connect Systems Without Replacing Them
Legacy ERP and accounting systems integrated with Salesforce without costly platform migration.
Businesses don't invest in Salesforce integration because it sounds technical. They do it because admin is slowing teams down, reporting is unreliable, and too much time is being spent copying data between systems.
When Salesforce is properly connected to your ERP, accounting, marketing and support platforms, data flows automatically. Your team stops re-entering information, quotes become invoices faster, and reporting becomes reliable.
We've built Salesforce integrations for businesses across Perth, Melbourne, Sydney and Brisbane. Each integration is designed around your specific workflow, not a generic template that forces you to change how you work.
Salesforce Integration Services We Offer
ERP System Integration
We connect Salesforce to your ERP system so orders, customers and inventory data flow automatically without manual re-entry.
What syncs: Customer records, sales orders, pricing, inventory levels, delivery tracking, and order status. Bi-directional sync ensures both systems stay aligned.
Who this suits: Manufacturing, wholesale and distribution businesses managing complex order workflows between sales and operations teams.
The result: Sales staff see real inventory and order status in Salesforce. Operations get accurate orders without re-keying. Everyone works from the same data.
Common Salesforce Integrations We Build
Here are the Salesforce integrations Australian businesses ask us to build most often. If your scenario isn't listed, just ask. We've probably done something similar.
Salesforce + Xero
Approved quotes in Salesforce create invoices in Xero automatically. Payment status syncs back so sales knows what's paid. Common for professional services, agencies and B2B companies.
Salesforce + MYOB
Customer records and invoices flow between Salesforce and MYOB without manual re-entry. Particularly useful for Australian businesses with established MYOB accounting.
Salesforce + SAP
Orders, customer data and inventory sync between Salesforce and SAP. Enterprise businesses get unified customer views across sales and operations.
Salesforce + NetSuite
Opportunities trigger order creation in NetSuite. Financial data flows back into Salesforce reporting. Common for businesses running NetSuite ERP with Salesforce CRM.
Salesforce + HubSpot
Marketing leads and campaign data sync with Salesforce opportunities for closed-loop reporting. Marketing proves ROI, sales gets lead context.
Salesforce + Power BI
Pipeline data, sales performance and customer metrics extracted into Power BI dashboards. Combined with financial and operational data for executive reporting.
Clear Scope. Fixed Price Where Possible.
We scope Salesforce projects based on connected systems, data complexity, and customisation required. You'll know exactly what you're investing before development begins.
System Review
We map your current systems, identify integration points, and document what needs to sync. No guesswork.
Fixed Quote for Build
Where requirements are clear, you get a fixed-price proposal covering architecture, development, testing and deployment.
Phased Delivery
Most clients start with accounting integration for immediate impact. Additional integrations follow as you see value.
From Manual Data Entry to Automated Workflow
A practical process that eliminates manual handling without disrupting your operations.
System Analysis
We document how data currently moves between Salesforce and your other systems - every export, manual check, and re-key. We identify where errors creep in and which integrations would eliminate the most manual work.
Data & Mapping Design
We map Salesforce objects, custom fields and relationships to your ERP, accounting and other system structures. We design how data will flow between systems. You approve before we build.
Integration Development
We build the connections between Salesforce and your other systems. Opportunities, quotes and customer data flow automatically, everything stays aligned without manual handling. Secure OAuth2 authentication and full audit trails.
Parallel Testing
We run the integration in parallel with your existing process for 2-3 weeks. Outputs are compared - any discrepancies investigated and resolved. You validate accuracy before switching over.
Cutover & Training
With parallel testing validated, we switch to automated workflow. Your team learns the new process - Salesforce data flows automatically, manual steps eliminated.
Ongoing Monitoring
Post-launch monitoring catches sync failures and edge cases. API changes are handled as Salesforce releases updates. Your integration evolves as your business grows.
Why Businesses Choose HELLO PEOPLE for Salesforce Integration
Built around your process
We design integrations around how your business actually operates, not a generic connector that forces you to change your workflow.
We understand business and software
Our team knows both sides. We can talk to your sales director about pipeline logic and your IT team about API architecture.
Legacy and modern systems
We work with legacy ERP platforms, modern SaaS tools and everything in between. If your system has an API, export layer or accessible database, we can usually design a practical way to connect it to Salesforce.
Practical, focused scope
We keep projects focused on what will actually make a difference. No feature bloat, no unnecessary complexity.
Support after go-live
Salesforce updates its API regularly. We handle those updates, fix issues, and improve the integration as your business changes.
Perth-based, Australia-wide
Based in Perth with clients across Melbourne, Sydney and Brisbane. Remote delivery is standard, with workshops arranged when needed.
Salesforce Integration Questions
If your system has an API or can export data, we can build a connection. We've connected Salesforce to SAP, NetSuite, Microsoft Dynamics, MYOB, Xero, QuickBooks and custom ERP platforms. We have connected Salesforce to ERP, accounting and custom business systems across a range of industries. We'll confirm feasibility in a 15-minute call.
We quote fixed price before work starts. A single integration between Salesforce and one accounting or ERP system typically runs $8,000-$20,000. Multi-system integrations with complex logic, custom objects and reporting usually fall in the $20,000-$50,000 range. Enterprise setups involving SAP, NetSuite or multiple regional instances are higher. We'll give you a realistic number within a few days of your first call.
A straightforward integration - say, syncing opportunities and invoices between Salesforce and Xero - typically takes 4-6 weeks from kickoff to go-live. Larger projects with ERP systems, multiple integrations and data migration usually run 8-12 weeks. We map out the timeline in discovery so there are no surprises.
Yes, and it's one of the most common requests we get. If your internal system has an API or database we can access, we build a secure bridge to Salesforce for opportunities, contacts, orders or custom objects. We work with everything from legacy .NET applications to modern cloud platforms.
Yes. Most clients choose a monthly support plan that covers monitoring, bug fixes and updates. Salesforce changes its API periodically, and we handle those updates so nothing breaks. Most clients choose ongoing support so their integration stays stable as systems and processes change.
Absolutely. We're based in Perth but roughly half our Salesforce integration clients are in Melbourne, Sydney or Brisbane. Remote delivery is standard for us - video calls, screen shares and structured progress updates. Geography isn't a barrier.
Yes. We use Salesforce's official OAuth2 authentication and follow their security guidelines. Data transfers over encrypted HTTPS connections and we never store your Salesforce credentials. Access tokens are scoped to only what the integration needs. We build audit logging into every integration so you can see exactly what synced and when.
Off-the-shelf tools like Zapier or generic plugins work for simple field mapping - sync a contact here, create an invoice there. But if you need specific sync rules, proper error handling, multi-system workflows, custom object support or anything beyond basic automation, you hit limits fast. A custom integration matches your exact business logic, handles edge cases properly, and scales as your business grows.
Salesforce Integration Support in Perth, Melbourne, Sydney and Brisbane
We are based in Perth and work with businesses across Australia. Many of our Salesforce integration projects support teams in Melbourne, Sydney and Brisbane, with delivery handled remotely and workshops arranged when needed. Whether you need to connect Salesforce with your Xero accounting, MYOB, HubSpot marketing or ERP systems, our team can scope, build and support the integration from anywhere in the country.
Ready to Connect Salesforce to Your Systems?
Tell us what systems you need Salesforce to connect with and we'll come back with a practical recommendation, likely scope and next steps.
Fixed-price quotes
Where scope is clear, you get a fixed price before any work starts.
Australian-based team
Perth, Melbourne, Sydney and Brisbane support.
Custom integrations
Built around your workflow, not a generic connector.
Support after launch
Ongoing monitoring, fixes and updates as requirements change.