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Salesforce Integration Services

Cyntexa is a leading Salesforce integration partner that helps businesses securely connect Salesforce with their systems, cloud applications and critical data sources. We design near-real-time, API-led integrations that align with your business operations.

Our custom solutions eliminate data silos, address inconsistent data flow and establish seamless connections between Salesforce and your entire tech ecosystem. Every integration is built to scale with your workflows, automate cross-platform actions, and ensure role-based access to synchronized data across departments. Our integration framework is secure, future-ready, and built to support AI-powered innovation, intelligent automation and enterprise-level growth.

Salesforce Integration Services

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Connecting Salesforce CRM with Your Business Applications and Systems

Salesforce integration enables smooth data flow, unifies departmental operations, and gives users a centralized platform to work without switching between apps. However not every integration challenge can be solved with a one-size-fits-all approach.

At Cyntexa, we go beyond plug-and-play solutions to build custom integrations that reengineer how your systems communicate. Our Salesforce Integration consultants assess your systems and design solutions that reflect your existing architecture, whether it’s API-first, middleware-enabled, or connected with legacy dependencies you can’t disrupt.

We integrate Salesforce seamlessly with ERP systems, marketing automation platforms, customer support tools, and accounting software. Whether the goal is automation, cross-cloud sync, or AI-readiness, we deliver end-to-end Salesforce integration solutions that ensure accurate, real-time data flow with complete visibility and control across your business.

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Our Salesforce Integation Expertise

We provide tailored Salesforce integration solutions that fit your systems, workflows, and the way your business runs.

Salesforce API Integration

Middleware-Based Integration

Real-Time & Event-Driven Integration

CRM & Legacy Data Migration

MCP (Model Context Protocol) Integration

Agent-to-Agent (A2A) Integration

Integration Audit & Strategy Advisory

Salesforce API Integration

Salesforce API Integration

Connect Salesforce with systems that keep your business running. Our experts build custom API integrations using REST, SOAP, or Bulk APIs, ensuring seamless data flow across departments. We design these connections for reliability and security, enabling systems to sync in real-time and prevent manual fixes. This also reduces errors, and give teams confidence that every decision is backed by accurate data. Each integration is tailored to align with your business logic, governance requirements, and performance goals.

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Middleware-Based Integration

Middleware-Based Integration

For enterprises struggling with multiple clouds, on-premises apps, and legacy systems often face challenges, as point-to-point APIs cannot scale efficiently. Our middleware-based integrations leverage platforms like MuleSoft, Heroku, AWS, Boomi, and other iPaaS tools to create a unified orchestration layer. Each solution is engineered to align with your Salesforce data model and compliance needs. Our approach supports real-time transformations, giving you a resilient, context-rich integration ready to support your next phase of growth.

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Real-Time & Event-Driven Integration

Real-Time & Event-Driven Integration

Businesses don’t happen in batches; neither should your integrations. We implement real-time Salesforce integrations using Platform Events, Change Data Capture (CDC), Streaming APIs, and event brokers like AWS EventBridge or Kafka. Our Salesforce integration architects design event-driven architecture that triggers instant responses to business actions like a new order, a payment processed, or support request logged and more. This approach keeps your teams working with up-to-date data, minimizes manual follow-ups, and empowers automation across all connected systems.

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CRM & Legacy Data Migration

CRM & Legacy Data Migration

Migration isn’t just about moving data; it’s about transforming it for the future. Whether you’re consolidating multiple CRMs or moving from on-premises to cloud, we deliver secure, precise Salesforce migrations from the start. Our Salesforce integration experts audit, deduplicate, and align your historical data with Salesforce’s data model, applying compliance best practices (HIPAA, GDPR, SOC 2). Using a phased execution model, we minimize downtime, mitigate risks, and ensure a seamless transition.

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MCP (Model Context Protocol) Integration

MCP (Model Context Protocol) Integration

Bridge the gap between AI and enterprise systems with MCP-powered Salesforce integration solutions. Model Context Protocol (MCP) is Salesforce’s open standard for connecting AI agents with enterprise systems through structured, context-rich communication. Our experienced developers design and build MCP-enabled connections using tools like MuleSoft connectors and event-driven architectures. These integrations allow your AI agents to retrieve data, check inventory, or run workflows directly within Salesforce.

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Agent-to-Agent (A2A) Integration

Agent-to-Agent (A2A) Integration

Enable AI-driven collaboration within Salesforce through Agent-to-Agent (A2A) Integration. Our specialists design and implement solutions using Google’s open Agent2Agent protocol and event-driven infrastructure like MuleSoft. We help you define agent roles, capability cards, trust models, and permissions, allowing AI agents to delegate tasks and collaborate autonomously. This creates a connected Salesforce workforce that runs on trust, governance, and real-time visibility with lasting efficiency.

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Integration Audit & Strategy Advisory

Integration Audit & Strategy Advisory

Over time, unmanaged integrations can become messy with scripts, connectors, and workarounds, causing errors and data issues. Our Salesforce system integrators run a detailed audit of your current ecosystem to uncover broken workflows, misaligned data flows, and risky dependencies. From there, we create a clear, phased roadmap that fixes immediate gaps while setting up scalable, reliable integrations for the long run. This creates space for teams to spend less time troubleshooting and focus on driving growth with a secure foundation.

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Salesforce Integration Options We Provide

CRM and Marketing

eCommerce & Payments

Communication & Messaging

Data & Storage

Others

Marketing: Turn campaigns into conversions by integrating Salesforce with your preferred marketing tools.

hubspot marketo salesforce pardot Zoho CRM mail chimp ActiveCampaign

Social Media: Capture leads and real-time conversations from every channel, right inside your Salesforce CRM.

facebook whatsapp linkedin

Ecommerce: Connect your online store with Salesforce to manage orders and customers in one place.

shopify WooCommerce magento

Payment: Integrate payment gateways with Salesforce for faster and uninterrupted transactions.

stripe Razorpay paypal Recurly

Communication: Bring calls, chats, and meetings into Salesforce for smoother teamwork.

WhatsApp Business API slack zoom MS Teams

CTI: Log every call, click-to-dial, and route smarter with Salesforce CTI Integration.

ringcentral twilio Adobe Sharepoint DocuSign

Mail: Keep inboxes in sync with Salesforce to track every customer touchpoint.

gmail outlook

Data: Bring Business intelligence and analytics to your Salesforce Org and uncover insights you can act on.

tableau powerbi Snowflake Google BigQuery

Storage: Store, share, edit, and modify files from cloud drives without leaving Salesforce.

AWS S3 Azure Blob drive dropbox boxcom

Document: Manage contracts and e-signatures faster by linking docs directly to Salesforce.

adobe sharepoint pandadoc docusign

Project Management: Track projects and tasks with Salesforce & Project management tools integration.

basecamp trello asana jira

ERP: Align operations and financials by linking ERP platforms with Salesforce.

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Accounting: Maintain accurate books with Salesforce-connected accounting and tax system.

avalara xero quickbooks

iPaaS: Simplify complex workflows by using the iPaaS platform to bridge Salesforce with all your apps.

zapier mulesoft dellboomi
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Connect Salesforce to What Matters Most

Let’s design an integration that reflects your systems, your data, and the way your business actually works.

Plan My Salesforce Integration

Benefits of Our Salesforce Integration Solutions

Power your growth with expert-engineered connections between Salesforce and your business-critical systems.

Platform-Agnostic Integration Expertise

Our experts integrate Salesforce CRM with cloud-based, legacy, and custom-built tools. Every connection is designed to fit your existing infrastructure without forcing changes to your current systems or requiring costly rework.

Accuracy-Mapped Architecture

Each integration is mapped with your existing data model, business rules, and compliance standards. This ensure accurate syncs, minimizes duplication and and maintains process integrity across platforms.

Salesforce-First Integration Strategy

We engineer solutions that enhance Salesforce CRM’s native potential, leveraging Flow, Platform Events, and Apex where applicable. This minimize external dependencies, simplify ongoing management, and reduce future tech debt.

Real-Time Data Movement with Context

Our Integrations are built to support near real-time data flow. Ownership hierarchies, logic dependencies, and custom record types are preserved to ensure the data remains usable across all connected systems.

Architecture Built for Change

Our solutions use modular, API-first patterns that support future upgrades, AI overlays, or business expansions without complete reengineering.

Native Connectivity with Your Tools

We integrate Salesforce with the systems your teams rely on, whether it’s analytics tools, custom portals, or data warehouses, so data moves smoothly, in real time, without adding complexity to your setup.

Why Choose Cyntexa for Salesforce CRM Integration Services?

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Team of Certified Integration Architects

Every project is led by a certified Salesforce Integration expert to ensure secure, scalable architecture and governance, built right the first time, without needing rework.

150+ Projects Delivered

From SMBs to global enterprises, we’ve led complex integrations, refining each with tailored strategies, scalable frameworks, and delivery models that future-proof timelines.

API-Driven Customization

We specialize in building integrations using REST, SOAP, & Bulk APIs, aligned with your data architecture, ensuring smooth communication between your system and Salesforce.

Connect Salesforce to Any Platform

We integrate Salesforce with any system, legacy ERPs, cloud apps, or custom tools, creating real-time sync and seamless workflows tailored to your business architecture.

Enterprise-Grade Security

Our experts embed encrypted APIs, access controls, and data governance to meet GDPR, HIPAA, and other compliance mandates without disrupting your existing architecture.

Support Beyond Go-Live

From go-live to scale, we monitor, fine-tune, and evolve your integration to meet new use cases, avoid downtime, and maintain long-term performance.

Industry-Specific Salesforce Integration

Whether it’s healthcare, retail, manufacturing or finance, we design integration strategies rooted in your industry’s logic, to reflect real workflows, not just technical compatibility.

Industries We Serve

Discover the industries we transform with our solutions for value and growth.

Financial Services
Insurance
Retail & Consumer Goods
Media & Communications
Technology
Professional Services
Energy & Utilities
eCommerce
Manufacturing
Healthcare & Life Sciences
Logistics & Transportation
Non Profit
Real Estate
Education

Financial Services

Secure your confidential customer data through technological advancements in financial services. Streamline operations, enhance security, and personalize experiences with our digital transformation expertise.

Insurance

Insurance companies are expanding grounds of success by leveraging data and technology to create seamless customer experiences in the evolving insurance sector. Experience it all with us.

Retail & Consumer Goods

The retail & consumer goods market has shifted. We help you navigate the "new normal" with data-driven strategies and personalized experiences with our customized digital transformation solutions.

Media & Communication

Today's Customers are way past the old conservative solutions, especially in the Media & Communication industry and crave immersive experiences. Embrace the flexibility, customization and high customer engagement with us.

Technology

The technology world is racing forward, leaving stagnant companies behind. We bridge the gap for you with digital transformation readiness and crafting strategies so you dominate in the evolving market.

Professional Services

We help you thrive in today's evolving landscape. From conquering remote work challenges to personalizing client experiences, we craft tech solutions to empower your teams and exceed client expectations. Let's unlock your growth potential!

Energy & Utilities

Transformation is the new normal in the energy & utility sector. That's why we offer the power of digitalization to guide you towards a more efficient, secure, and sustainable future.

eCommerce

The eCommerce world demands selling faster and smarter. Our cutting-edge strategies combine user-centric design, data-driven personalization, and cloud scalability. Don't just survive – dominate.

Manufacturing

Efficiency and cost control are the high-demand variables in the Manufacturing sector. Cloud technology lets you connect production, sales, and planning like never before, unlocking new growth opportunities.

Healthcare & Life Sciences

Improved Care Strategies, Refined Patient Experiences, secure storage & access to patient information are what the Healthcare industry asks for. And we will definitely deliver this and more.

Logistics & Transportation

Struggling with complex supply chains and fragmented communication? Our cloud-based solutions streamline your entire logistics operation, boosting efficiency and visibility. Simplify your logistics and elevate your customer experience.

Non Profit

Disparate systems and data overload can hinder your non-profit motive. We help non-profits leverage data analytics to track progress and maximize impact. See where resources deliver the most good.

Real State

Even the Real Estate market requires a tech upgrade. Seamless cloud-based solutions connecting stakeholders & modernized operations leading to more productivity and a profitable future is what you need (& we have expertise in that).

Education

Learners crave personalized, engaging experiences tailored to their needs. We create flexible, interesting learning ecosystems, bridging the gap with digital transformation solutions for education.

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Engagement Models

Choose the right engagement models, as per your business and client requirements.

Client Success Stories

Check out the Salesforce integration projects we’ve delivered for clients, showcasing how we turn complex requirements into seamless, working solutions.

Twig Health

Streamlining Patient Care with Salesforce Health Cloud & Third-Party Integrations

We helped Twig Health integrate Medent EMR, Fitbit, BodyTrace, Twilio, and Zoom with Salesforce Health Cloud, centralizing patient records, device data, billing, and communications to create a single source of truth for care teams.

5+

Systems Integrated

Improved

Patient Satisfaction

Accurate

Billing Cycles

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Twig Health Success Story Health Cloud and Third-Party Integrations
adFire Health

Becoming a Unified Source of Truth with Salesforce Sales Cloud

For Adfire Health, we unified platforms like Drawloop, Snowflake, Monday.com, Iterable, and QuickBooks into Salesforce Sales Cloud. This integration provided a single source of truth for contracts, revenue forecasting, and client data.

5+

Platforms Integrated

Improved

Team Collaboration

Enhanced

Revenue Forecasting

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Adfire Health Success Story Unified Sources with Salesforce Integration
SPAN

Optimizing Webflow Form Integration with Pardot for Enhanced Lead Management

SPAN was struggling to manage leads coming in from multiple channels. We integrated Webflow forms with Salesforce Pardot, automate lead routing, and structure prospect data for B2B and B2C segments, enabling the sales team to respond faster and focus on high-value opportunities.

Webflow &

Pardot Integration

Dynamic

Lead Segmentation

Automated

Lead Routing & Engagement

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SPAN Success Story Webflow Forms Integrated with Salesforce Pardot
Scrubbi

Efficiency Redefined with Salesforce CTI & Twilio Integration

We helped Scrubbi integrate Twilio with Salesforce Service Cloud, streamline inbound and outbound calls, implement IVR, call recording, and queue management, empowering agents to handle customer inquiries more efficiently.

Dedicated IVR

& Call Management

Enhanced

Customer Service

Improved

Agent Productivity

Download Now
Scrubbi Success Story Salesforce Twilio Integration

Hear it from Our Clients

Read what our satisfied clients have to say about their experience directly from Clutch.

Our Valued Customers

We are trusted by some exceptional brands as well as SMEs in different industries only because we believe in providing real value to them and ease their complex business processes with our simple Salesforce Solutions.

Dive Deep Into Salesforce

Stay informed with the latest Salesforce updates and gain insights through our blogs. Discover expert analyses and practical tips to enhance your understanding of the Salesforce ecosystem.

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How to Integrate Box with Salesforce (And Why It Matters)

How to Integrate Box with Salesforce Banner Img

You are already using Salesforce for customer relationship management and Box for secure document management. Using these two powerful platforms separately creates operational inefficiencies. While Salesforce Files offers basic document storage within records, it falls short when it comes to advanced collaboration, real-time editing, and enterprise-scale storage needs. As a result your teams spend countless […]

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How to Integrate Marketo with Salesforce: A Step-by-Step Guide

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You’re running campaigns in Marketo. Your leads are recorded in Salesforce and somewhere in between leads get lost, context disappears, and conversions don’t have consistency. Marketing has no visibility into what happens after a campaign, and sales lacks insight into how or why a lead was nurtured in the first place. That’s the gap you […]

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Salesforce SharePoint Integration: A Step-by-Step Guide to Seamless Connectivity

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Salesforce Shopify Integration: A Step-by-Step Guide

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Discover how to integrate Shopify with Salesforce, and how to build a system that’s connected and ready for growth.

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Genesys Salesforce Integration: A Complete Step-by-Step Guide

Modern customer service teams need to move fast, stay connected, and deliver personalized support without relying on fragmented systems. That’s where Salesforce Genesys integration combines the capabilities of world’s leading CRM with a cloud-based contact center platform to create a seamless service experience. This integration allows businesses to centralize communication channels, streamline service workflows, and […]

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August 26, 2024

DocuSign Salesforce Integration: Steps, Benefits and Limitations

Explore a step-by-step guide to integrating DocuSign with Salesforce, streamlining e-signature workflows and enhancing document management.

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How to Integrate Mailchimp With Salesforce: Steps, Benefits, and Best Practices

Learn how to integrate Mailchimp with Salesforce to optimize your marketing efforts, streamline data syncing, and enhance customer engagement.

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Discover how to integrate Asana with Salesforce to boost team collaboration, streamline project management, and improve workflow efficiency.

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Learn to seamlessly integrate Qualtrics with Salesforce in a step-by-step guide, boosting customer insights and automating feedback processes.

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How to Integrate Monday.com With Salesforce: Step-by-Step Guide

Integrate Monday.com With Salesforce: Step-by-Step Guide Banner

With a CRM like Salesforce, you can automate your work processes and enhance relationships with your customers. It might automate your repetitive and monotonous tasks, improving efficiency but falls short when it comes to developing a tailored workflow that could cater to your specific needs. This is when you need to integrate Monday.com with Salesforce. […]

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Explore the complete guide on integrating Salesforce with Microsoft Teams to enhance collaboration, boost productivity, and improve customer engagement in your business.

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Frequently Asked Questions

Salesforce Integration Services enable businesses to connect their Salesforce CRM with other systems and tools, such as ERPs, marketing platforms, or data warehouses. These connections enable real-time data flow, reduce silos, and automate business processes across your tech stack, allowing your teams to access real-time, unified data at all times.

Salesforce can integrate with a wide variety of platforms and systems, including:

  • Accounting systems: QuickBooks, Xero, Sage, NetSuite, etc.
  • Marketing automation platforms: Marketo, Pardot, Eloqua, MailChimp, etc
  • E-commerce platforms: Magento, Shopify, BigCommerce, WooCommerce, etc.
  • Social media platforms: Facebook, Twitter, LinkedIn, etc.
  • Communication platforms: Slack, Zoom, Microsoft Teams, Skype, etc.
  • Project management platforms: Asana, Trello, Jira, Basecamp, etc.
  • Data visualization platforms: Tableau, Power BI, Looker, QlikView, etc.
  • Payment gateways: Stripe, PayPal, Authorize.net, etc.
  • Shipping providers: FedEx, UPS, DHL, etc.
  • Custom platforms: Salesforce can also integrate with custom platforms and systems using APIs, web services, custom code, etc.

Yes. We deliver custom Salesforce integrations built around your unique systems and workflows, not generic templates. Our team takes the time to understand your environment, then creates integrations that reduce disruption, maintain data consistency, and grow with your business. This way, Salesforce works as an extension of your stack, not a standalone system.

Data security is at the core of every integration we deliver. We use encryption for sensitive records, enforce role-based and least-privileged access, and secure all API connections through robust governance controls. We also implement Salesforce Shield, API gateways, and audit trails to ensure data security, regulatory adherence, and full control of information across connected systems.

You should consider hiring Salesforce integration services to unify your customers’ data, automate manual tasks, and enhance overall workflow efficiency. These services enable teams to gain a 360-degree view of their business operations, while ensuring secure and scalable integrations. By eliminating integration risk and streamlining workflows, it helps your business deliver personalised experiences to its customers.

Cyntexa is a trusted Salesforce Integration Company in the USA that focuses on making Salesforce work seamlessly with the systems you already use. We’ve delivered over 150 projects, connecting Salesforce with ERP, finance, marketing, and custom apps for businesses based in the U.S. Our approach is simple: design integrations that are secure, reliable, and built to support long-term growth.

Our experts follow a structured and scalable approach to deliver top-notch solutions. Here is how are process looks like:

  1. We begin by understanding your current tech stack, business goals, and critical data dependencies.
  2. Then, we design a tailored blueprint along with a custom Salesforce integration strategy aligned with your existing architecture.
  3. Then, we design a tailored blueprint along with a custom Salesforce integration strategy aligned with your existing architecture.
  4. Our team develops the solution using APIs, middleware, or connectors, based on your needs.
  5. Every integration is rigorously tested to ensure data flows securely, accurately, and in real time.
  6. Once tested thoroughly, we deploy the integration with a closely monitored, risk-controlled rollout.
  7. After go-live, we continue to support, optimize, and scale your integration as your business grows.

Yes, we provide ongoing support and maintenance to keep your Salesforce integrations stable and up to date. Our team monitors performance, resolves integration issues, and ensures compatibility with Salesforce’s seasonal releases. We also provide enhancements as your tech stack evolves, so your integrations continue to deliver value long after the initial implementation.

Let’s Get In Touch

Our expert consultants will reach out within 24 hours.

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