Eliminate Manual Work Between Sage And Salesforce

Your finance team relies on Sage to manage accounting, invoicing, payments, and financial reporting, while your sales and customer-facing teams use Salesforce to manage leads, opportunities, accounts, and customer relationships. Without an integration, customer information, sales data, invoices, and financial records must be entered into both systems manually, resulting in duplicate work, delayed updates, and inconsistent information.

With Sage and Salesforce integration, customer records, quotes, sales orders, invoices, payments, and financial data are automatically synchronized between both systems. Every department works with the same accurate, real-time information, improving collaboration, reducing administrative effort, and helping teams make faster, more informed decisions.

Integration Features

Speed Up Services Operation With Smart Automation

Prebuilt Integration Templates

Shorten implementation timeframes by utilizing existing templates for frequently used CorrigoPro and Salesforce integration situations

No-Code Workflow Builder

Build your own business rules with our easy visual designer with no coding needed!

AI-Assisted Data Mapping

Automate data mapping and transformation can speed up implementation and decrease errors.

Intelligent Error Management

Avoid further data disruption by offering improved error tracking, handling, and alerting

Workflow Orchestration

Design enterprise-quality multistep workflows without code visual designer

Enterprise-Grade Security

End to end security including secure API connect, role based data access policy, data encryption and log the audit.

What You Can Automate

Streamline Workflows Easily

Customer Sync

Keep customer accounts and contact information synchronized between Sage and Salesforce.

Sales Orders

Automatically transfer sales orders from Salesforce into Sage for faster order processing.

Invoice Updates

Synchronize invoices and payment status to give sales teams complete financial visibility.

Quote Management

Keep quotes, pricing, and customer information aligned across both systems.

Financial Records

Share accounting and financial updates to improve reporting accuracy and business visibility.

Activity Sync

Automatically exchange customer interactions, financial transactions, and operational updates between Sage and Salesforce.

Supported Data Objects

Sync Business-Critical Data

  • Customers
  • Contacts
  • Service Requests
  • Cases
  • Work Orders
  • Assets
  • Technicians
  • Service Appointments
  • Labor
  • Parts
  • Invoices
  • Attachments
  • Notes
  • Status Updates
  • Custom Fields

Connect Sage And Salesforce With ConnectorHub

Schedule a personalized demo to discover how ConnectorHub helps eliminate duplicate data entry, improve financial visibility, and keep your customer and accounting systems perfectly in sync.