CRM
Zynk's Salesforce integration connects Sales Cloud and Service Cloud to the accounting, ERP and ecommerce systems behind them. Accounts, opportunities and orders flow out to Sage, Xero or Business Central, while invoices, payments, products, prices and files come back in, so sales and service teams work from the same figures as finance, including on custom objects.
Capabilities may differ depending on the product.
Benefits
When an opportunity closes, Zynk creates the customer and sales order in your accounting or ERP system from the Salesforce account and its products, so nobody has to rekey the deal.
Invoices, payments and balances from Sage, Xero or Business Central import against the Salesforce account, so reps and service agents know what a customer owes before they pick up the phone.
Products and prices import into Salesforce from the system that owns them, keeping price book entries current, so opportunities and quotes use the prices finance has approved.
Describe Objects reads your org's metadata, including custom objects and fields, so mappings follow your Salesforce setup rather than forcing your data into a standard model.
Files such as invoice PDFs or statements import into Salesforce and attach to the related account or opportunity, so the paperwork sits beside the conversation it belongs to.
Bulk operations handle large loads, such as an initial customer import or nightly price changes, while complex object import writes parent and child records, like an order and its lines, in one step.
Capabilities
Every task the Zynk Salesforce connector can run, grouped by the direction data moves.
Data Zynk writes into Salesforce
4 tasks
Data Zynk reads out of Salesforce
1 task
Tasks Zynk can automate in Salesforce
7 tasks
Most Salesforce projects include at least one custom step. Our team builds it for you.
The problem
Salesforce tracks every lead, opportunity and case, yet once a deal closes the work moves to finance. If the CRM and the accounts are not connected, won deals are typed in twice, reps cannot see what customers owe and product prices drift. Leadership ends up comparing two revenue reports that never agree.
How it works
Zynk connects to your Salesforce org through the Salesforce API with a dedicated integration user, and to your finance or ERP system. Our team confirms your edition includes API access first.
Describe Objects pulls the fields on your standard and custom objects, and we map accounts, opportunities, products and custom fields to the matching records in the other system.
Where your edition includes sandboxes, workflows run there first against a test finance company, so you can check created orders, imported invoices and updated prices before production.
Live workflows run on a schedule or in near real time. Failed records are logged with the Salesforce error, so an admin can fix a validation rule or missing field and run them again.
Integrations
Create customers and sales orders in Sage 200 from won opportunities, and bring invoices, products and price bands back into Salesforce for the sales team.
Send accounts and orders from Salesforce to Intacct as customers and sales orders, then return invoices and AR payments so every account shows its billing history.
Send new Salesforce accounts to Sage 50 as customers, and bring invoices and statements back so reps can see what each customer owes.
Create Business Central customers and sales quotes from Salesforce, and import items and sales invoices so products and billing stay consistent across both platforms.
View the Microsoft Dynamics 365 Business Central integration →
Raise Xero contacts and invoices from closed Salesforce deals, and pull payments back so the account record shows when each invoice was settled.
The Catholic Truth Society connected WooCommerce, Salesforce and Sage 200 Professional with Zynk to automate orders, stock, customer data and financials across its publishing operations.
Catholic Truth Society
Read the Catholic Truth Society storyArticles
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