Applications We Work With

Utilize the power of specialized applications to enhance your customer journeys and back-office processes. Below are some of the common applications we integrate with Salesforce.

Application Patterns
DocuSign
Maximize your Salesforce investment and streamline your processes with the DocuSign Agreement Cloud. With DocuSign’s Salesforce applications, your team can prepare, sign, act on and manage contracts within Salesforce and Slack. Accelerate business workflows, reduce costs, and elevate customer experiences directly where the work gets done. https://www.docusign.com/solutions/salesforce
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Conga
Salesforce customers choose Conga to automate business processes with efficiency and ease. Optimize key touchpoints throughout all phases of the revenue cycle—from proposals to contract management to renewals—for a seamless end-to-end user experience. https://conga.com/solutions/salesforce
QuickBooks Online
Integrate CRM and accounting. Help your sales and finance teams work better together with an automated quote to cash process. Ensure consistency of information regarding accounts, invoices, and payments. Automated reminders and reconciliation. Send custom reminders for invoices due and have payments reflected in both Salesforce and QuickBooks Online Advanced. Complete visibility on business and cash flow. Get a 360-degree view of important Salesforce and QuickBooks data in real time, all in one place. The connector provides you with real time and accurate data to drive business growth. https://quickbooks.intuit.com/app/apps/appdetails/salesforce/
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Zapier:
Zapier lets you connect Salesforce with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required. https://zapier.com/apps/salesforce/integrations
Hello Sign
Integrate eSignatures into your Salesforce workflow in days, not weeks. Enable your sales team to focus on what matters - closing deals. Find out why sales teams are integrating eSignature and CRM workflows to drive business growth without leaving Salesforce. https://www.hellosign.com/integrations/salesforce
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Formidable Forms
Integrate Formidable Forms with your Salesforce account with the WordPress Salesforce integration plugin. Add the data submitted from your WordPress forms as Contacts or Leads in your Salesforce account. https://formidableforms.com/knowledgebase/salesforce-forms/