Salesforce integration · CRM
Let Salesforce know what happens after the deal is won.
Salesforce is often where the sales team lives, while invoicing, stock and collections happen in Tally or an ERP. The result: salespeople promise deliveries without knowing stock, and chase new orders from customers who haven't paid. We connect the two sides.
What it does
What the Salesforce integration does
- Syncs accounts and contacts between Salesforce and your accounting system.
- Shows invoice, outstanding and payment status on the Salesforce account.
- Creates orders downstream when opportunities are closed-won.
- Brings pipeline data into the owner dashboard alongside finance.
What data can sync
| Data | Direction | Includes |
|---|---|---|
| Accounts & contacts | Two-way | Customer master kept consistent across systems |
| Opportunities | Reads from | Stage, value, expected close |
| Orders & invoices | Writes to | Invoice and payment status visible in Salesforce |
Workflows
What becomes possible
Example workflows businesses run once Salesforce is connected. Each is configured to your process during implementation.
Closed-won to invoice
- Opportunity marked closed-won
- Order created and stock checked
- Invoice posted in Tally; status visible in Salesforce
Who it's for
Who finds this useful
- Sales leaders
- Pipeline and collections in one view.
- Finance
- Customer masters stop drifting between systems.
How it connects
Connection is through Salesforce's REST and Bulk APIs using OAuth, authorised by your Salesforce administrator.
Implementation considerations
- API access depends on your Salesforce edition; some editions require an add-on.
- Custom objects and fields are mapped during implementation.
- Salesforce API limits apply and are respected by sync schedules.
Exact scope, sync frequency and write-back permissions are confirmed for your setup during the business audit.
Related
Modules that use this integration
- Sales & CRMEvery enquiry, quote, follow-up and order in one place — even if your sales team still works from WhatsApp.
- Finance & CollectionsKnow exactly who owes you money, what is overdue and what needs attention today.
- Owner Dashboards & AnalyticsYour whole business on one screen at 9 AM — without asking anyone to prepare a report.
Industries
Product names are trademarks of their respective owners and are listed only to describe compatibility. No partnership or endorsement is implied.
FAQ
Salesforce integration FAQs
Do we need to change our Salesforce setup?
Usually only a few fields are added to display invoice and payment status. Everything else stays as configured.
See what connecting Salesforce would change in your business.
We'll map your current systems, identify manual bottlenecks and show what can be automated.
Free, no obligation. 45–60 minutes with someone who understands Tally, GST and how MSMEs actually run. Prefer WhatsApp? Message us.