Yes. We build custom Salesforce integrations for Drupal websites, ranging from straightforward Web-to-Lead implementations to complex API-driven workflows.
Depending on your requirements, Drupal can create or update Salesforce leads, contacts, cases, opportunities, custom objects, and related records. We can also build two-way integrations that bring Salesforce data back into Drupal when it improves the customer or employee experience.
Yes. We have more than two decades of WordPress experience and can integrate WordPress with Salesforce using Web-to-Lead, the Salesforce API, or custom integration workflows.
The right approach depends on what information needs to move between the systems, how quickly it needs to move, and what should happen after the data reaches Salesforce.
Yes. We have more than two decades of WordPress experience and can integrate WordPress with Salesforce using Web-to-Lead, the Salesforce API, or custom integration workflows.
The right approach depends on what information needs to move between the systems, how quickly it needs to move, and what should happen after the data reaches Salesforce.Web-to-Lead is often a good solution for straightforward lead-generation forms. A visitor submits information on your website, and Salesforce creates a lead from that submission.
The Salesforce API provides considerably more flexibility. It can create and update different Salesforce objects, work with existing records, manage relationships between records, support custom business logic, and enable information to move in both directions.
We recommend the approach based on the business process rather than forcing every integration into the same technical solution.
Yes. Many of the Salesforce implementations we work with extend well beyond standard leads and contacts.
We can map website interactions and CMS data to custom objects, fields, relationships, and workflows based on the way Salesforce has been configured for your organization.
Definitely. Salesforce does not have to be the final destination.
Depending on the use case, information from Salesforce can be used to update website content, support customer or account experiences, inform personalization, or trigger other digital workflows.
This is where connecting your CMS and CRM can become much more valuable than simply sending form submissions into Salesforce. This is where power brands separate themself from others is by fully utilizing the data in their Salesforce instance to add value to their website.
We can build workflows that securely pass files and supporting documents from Drupal or WordPress into Salesforce along with the appropriate customer, lead, case, or other record information.
This can be particularly useful for applications, registrations, customer service requests, and other processes that require more than a standard contact form. File storage comes into play with this request. We can off-load the files to an Amazon S3 account to make sure that your native application stays within its normal constraints.
Not every transaction should happen while a visitor waits for a webpage to respond.
For more complex integrations, we can use queues and background processing to manage Salesforce transactions independently of the customer-facing experience. This can improve reliability, performance, error handling, and the ability to retry transactions when an external system is temporarily unavailable.
We can review an existing Drupal or WordPress Salesforce integration to understand how data is being collected, mapped, transferred, and processed. From there, we can identify unnecessary manual processes, reliability issues, duplicated data, performance problems, and opportunities for better automation.
We can review an existing Drupal or WordPress Salesforce integration to understand how data is being collected, mapped, transferred, and processed. From there, we can identify unnecessary manual processes, reliability issues, duplicated data, performance problems, and opportunities for better automation.No. Salesforce is one of the CRM platforms where we have significant integration experience, but modern websites rarely connect to only one system.
We also work with marketing automation platforms, analytics systems, authentication providers, third-party APIs, proprietary business applications, and other technologies that need to exchange information with your CMS.
Our objective is to make the complete digital ecosystem work together.No. Salesforce is one of the CRM platforms where we have significant integration experience, but modern websites rarely connect to only one system.
We also work with marketing automation platforms, analytics systems, authentication providers, third-party APIs, proprietary business applications, and other technologies that need to exchange information with your CMS.
Our objective is to make the complete digital ecosystem work together.
We start with the business process, not the API.
Before recommending a technical solution, we want to understand where the information originates, who needs it, what happens to it next, which systems are involved, and where unnecessary manual work exists today.
Once we understand the flow of information, we can design the integration around the business.
We start with the business process, not the API.
Before recommending a technical solution, we want to understand where the information originates, who needs it, what happens to it next, which systems are involved, and where unnecessary manual work exists today.
Once we understand the flow of information, we can design the integration around the business.In many engagements, that's where we can add the most value.
We look at how information currently moves between your website, Salesforce, marketing platforms, sales team, and other business systems. Then we identify opportunities to eliminate duplicate entry, unnecessary handoffs, disconnected data, and repetitive tasks.
The goal is not automation for its own sake. It's to create a more efficient operation with better information available to the people and systems that need it.
Our strength is understanding both sides of the integration.
We have deep experience building and managing Drupal and WordPress websites, while also working with Salesforce APIs, objects, relationships, queues, files, and complex business workflows.
That allows us to look beyond whether two systems can technically connect. We focus on how they should connect to make the overall business process better.
We don't start with the API and look for something to connect. We start with the business problem and work backward to the right solution.
