Salesforce is a leading cloud-based Customer Relationship Management (CRM) platform that helps businesses manage sales, marketing, customer service, and customer data from a unified system. It empowers organizations to track customer interactions, manage pipelines, automate processes, and drive growth through data-driven decisions.
Integrating and automating your business processes with Salesforce can significantly improve efficiency, data accuracy, and operational scalability. Jivrus Technologies offers a comprehensive suite of integration and automation products that seamlessly connect Salesforce with Google Workspace, reporting platforms, and external applications—enabling end-to-end intelligent automation.
Integration connects multiple systems so they work together seamlessly, enabling real-time data exchange and unified operations.
Automation uses technology to execute workflows with minimal manual effort, reducing errors and accelerating processes.
Together, integration and automation help businesses:
Eliminate repetitive manual tasks
Maintain consistent and accurate data
Improve productivity and decision-making
Scale operations efficiently
Jivrus Technologies specializes in intelligent integration and hyper-automation, enabling businesses to connect Salesforce with essential tools such as Google Forms, Google Sheets, Looker Studio, BigQuery, and other enterprise applications.
Integration and automation in CRM systems enable businesses to connect their CRM with other essential tools and applications, creating a unified and efficient operational ecosystem.
By integrating a CRM with platforms such as forms, spreadsheets, analytics, and communication tools, organizations can ensure seamless data flow and consistent information across systems.
Automation further enhances CRM efficiency by executing routine tasks—such as lead creation, data updates, notifications, and follow-ups—without manual intervention.
Together, integration and automation reduce data silos, improve accuracy, accelerate response times, and empower teams to focus on building stronger customer relationships and driving growth.
Integrates Google Sheets with Salesforce
Sheet Director allows bi-directional data flow between Google Sheets and Salesforce CRM.
Query Salesforce data into Sheets for analysis and reporting.
Push data from Sheets to Salesforce for updates.
Synchronize to ensure both platforms stay up-to-date.
Visualize Salesforce CRM data with Jivrus Connectors
Build interactive dashboards and reports using Salesforce data.
Visualize contacts, opportunities, sales performance, and more.
Customize and share reports easily.
Intelligent Integration and Hyper-automation Platform
AppiWorks is an application integration and no-code automation platform that intelligently connects with any applications and provides an ecosystem to interact and automate with those applications.
Intelligent Integration and Hyper-automation Platform
AppiWorks Looker Studio Connector helps to connect the looker studio with various external applications and use it as a data source in Looker Studio.
AppiWorks for Google Workspace is a Google Workspace add-on that works with all Google apps to integrate with any other applications. This is an application integration platform that connects with any applications and provides an ecosystem to interact with those applications.
Integrating Salesforce with various applications can significantly enhance business operations. However, acquiring individual licenses for each integration like Marketing, Sales, Operations, etc. can become costly. Jivrus Technologies offers a suite of products that provide cost-effective solutions for integrating Salesforce with other platforms, reducing the need for multiple licenses.
Challenges with Multiple Licenses
Salesforce's pricing structure varies across its different hubs—Sales, Marketing, and Customer Service—with plans starting at $15 per user per month and reaching up to $150 per user per month for enterprise-level features. When businesses require integrations with multiple applications, purchasing separate licenses for each can lead to substantial expenses.
Jivrus Technologies provides products that facilitate seamless integration between HubSpot and other platforms without the need for multiple licenses
Benefits of Using Jivrus Technologies' Products
By utilizing these products, businesses can:
Reduce Licensing Costs: Eliminate the need for multiple licenses by using a single integration tool to connect HubSpot with various applications.
Streamline Operations: Manage data flow efficiently between platforms, enhancing productivity.
Customize Integrations: Tailor data interactions to specific business needs without incurring additional licensing fees.
In summary, while integrating Salesforce with multiple applications traditionally requires separate licenses, Jivrus Technologies offers cost-effective solutions that simplify this process, helping businesses optimize their software investments.
Organizations across industries—marketing agencies, educational institutions, nonprofits, consulting firms, and sales teams—frequently rely on Google Forms to collect information such as inquiries, registrations, feedback, applications, and lead details.
However, without automation, teams must manually transfer form responses into Salesforce. This manual process often results in:
Delayed lead follow-ups
Data entry errors
Duplicate or inconsistent records
Lost opportunities due to slow response times
As form volumes grow, manual handling becomes inefficient and unscalable.
Form Director eliminates manual data entry by automatically pushing Google Form responses into Salesforce in real time. Every form submission triggers predefined Salesforce actions.
When a Google Form is submitted, Form Director can automatically:
Create Salesforce Records
Leads
Contacts
Accounts
Opportunities
Campaign Members
Events, Orders, Libraries, and more
Update Existing Records
Update Leads based on email or phone
Update Contacts with new information
Modify Accounts or Opportunities
Enhance the Workflow
Field-level mapping between Google Forms and Salesforce
Send success or failure notifications via email
Attach files submitted through Google Forms
Trigger confirmation or internal alert emails
Faster lead response times
Improved data accuracy
Reduced operational workload
Scalable form-to-CRM automation
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Sales, operations, and analytics teams often rely on Google Sheets for:
Bulk data edits
Offline analysis
Custom reporting
Collaboration across teams
However, exporting Salesforce data manually and re-uploading changes leads to:
Version conflicts
Outdated CRM data
High risk of errors
Time-consuming updates
Sheet Director creates a seamless bi-directional bridge between Salesforce and Google Sheets, allowing teams to work where they’re most productive—without losing data consistency.
Query (Salesforce → Google Sheets)
Pull Contacts, Leads, Accounts, Opportunities, and more
Apply filters and conditions
Schedule recurring data refreshes
Post (Google Sheets → Salesforce)
Push new records into Salesforce
Update existing records in bulk
Maintain CRM hygiene
Synchronize
Keep Salesforce and Google Sheets continuously aligned
Ensure updates in one platform reflect in the other
Eliminates repetitive import/export cycles
Improves CRM data reliability
Enhances cross-team collaboration
Saves hours of manual work weekly
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Salesforce provides standard reports, but growing businesses often need:
Cross-object analysis
Custom KPIs
Executive dashboards
Shareable, visual reports
Manually exporting Salesforce data into BI tools introduces delays and inconsistencies.
The Salesforce CRM Connector enables Salesforce data to be used directly as a data source in Google Looker Studio, eliminating manual exports.
Direct data connection between Salesforce and Looker Studio
Real-time or scheduled data refresh
Unified reporting across CRM objects
Sales Performance Dashboards: Visualize pipeline health, win rates, and rep performance.
Marketing Attribution: Track lead sources and campaign effectiveness.
Executive Reporting: Share live dashboards with leadership without manual updates.
Faster decision-making
Always-up-to-date insights
Reduced reporting overhead
Better data storytelling
Enterprises often need more than point-to-point integrations. They require:
Multi-step workflows
Conditional logic
Cross-application automation
Custom portals and applications
Traditional CRM automation tools fall short for complex use cases.
AppiWorks acts as an intelligent orchestration layer that connects Salesforce with any external system.
Event-driven workflows triggered by Salesforce actions
Task assignments, notifications, and escalations
Data exchange with multiple applications
Custom applications using Bloom, Forms, and Flows
Event Management: Automatically assign tasks, send reminders, and publish personalized portals using Salesforce data.
Enterprise Workflow Automation: Coordinate Salesforce with finance, marketing, support, and analytics systems.
Custom Client Portals: Build web apps that dynamically display Salesforce data.
End-to-end automation across systems
Reduced operational complexity
Scalable integration architecture
Enterprise-grade automation without heavy coding
Sales and marketing teams using Salesforce need deeper insights beyond standard CRM reports. Manual exports into spreadsheets or BI tools create delays and increase the risk of outdated data.
By leveraging AppiWorks connections, Salesforce data becomes directly accessible in Looker Studio.
Real-time Salesforce object reporting
Visual analysis of leads, opportunities, accounts, and activities
Automated data refresh schedules
A sales operations team tracks:
Pipeline velocity
Deal stage conversion rates
Rep-wise performance trends
—all updated automatically.
Always-current Salesforce insights
No manual CSV exports
Improved sales forecasting accuracy
Teams spend a significant portion of their day using Google Workspace apps, including Forms, Sheets, Docs, and Calendar. Without integration, users must constantly switch between Google apps and Salesforce, leading to inefficiencies and context loss.
AppiWorks for Google Workspace enables users to interact with Salesforce directly from Google apps.
Create or update Salesforce records from Google Forms
Sync Salesforce data into Google Sheets
Create Google Calendar events based on Salesforce deal stages
Trigger notifications and follow-ups
Sales Follow-Ups: Automatically create calendar events when a deal moves to a new stage.
Client Onboarding: Capture onboarding details in Google Forms and create Salesforce records instantly.
Internal Operations: Maintain Salesforce data while working inside Sheets and Docs.
Reduced context switching
Faster execution of CRM tasks
Improved team productivity
Seamless Google-Salesforce ecosystem