Salesforce  Integration

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.

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. 

Business Scenario

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.

How Automation Helps

Form Director eliminates manual data entry by automatically pushing Google Form responses into Salesforce in real time. Every form submission triggers predefined Salesforce actions.

What Gets Automated

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
  
  

Business Impact

• Faster lead response times

• Improved data accuracy

• Reduced operational workload

• Scalable form-to-CRM automation

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Business Scenario

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
  
  

How Automation Helps

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.

What Gets Automated

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
  
  

Business Impact

• Eliminates repetitive import/export cycles

• Improves CRM data reliability

• Enhances cross-team collaboration

• Saves hours of manual work weekly

Business Scenario

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.

How Automation Helps

The Salesforce CRM Connector enables Salesforce data to be used directly as a data source in Google Looker Studio, eliminating manual exports.

What Gets Automated

• Direct data connection between Salesforce and Looker Studio

• Real-time or scheduled data refresh

• Unified reporting across CRM objects
  
  

Example Use Cases

• 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.
  
  

Business Impact

• Faster decision-making

• Always-up-to-date insights

• Reduced reporting overhead

• Better data storytelling

Salesforce CRM Connector

Business Scenario

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.

How Automation Helps

AppiWorks acts as an intelligent orchestration layer that connects Salesforce with any external system.

What Gets Automated

• Event-driven workflows triggered by Salesforce actions

• Task assignments, notifications, and escalations

• Data exchange with multiple applications

• Custom applications using Bloom, Forms, and Flows
  
  

Example Use Cases

• 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.
  
  

Business Impact

• End-to-end automation across systems

• Reduced operational complexity

• Scalable integration architecture

• Enterprise-grade automation without heavy coding

Business Scenario

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.

How the AppiWorks Looker Studio Connector Helps

By leveraging AppiWorks connections, Salesforce data becomes directly accessible in Looker Studio.

What Gets Enabled

• Real-time Salesforce object reporting

• Visual analysis of leads, opportunities, accounts, and activities

• Automated data refresh schedules
  
  

Example

A sales operations team tracks:

• Pipeline velocity

• Deal stage conversion rates

• Rep-wise performance trends

—all updated automatically.

Business Impact

• Always-current Salesforce insights

• No manual CSV exports

• Improved sales forecasting accuracy

Business Scenario

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.

How Automation Helps

AppiWorks for Google Workspace enables users to interact with Salesforce directly from Google apps.

What Gets Automated

• 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
  
  

Example Use Cases

• 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.
  
  

Business Impact

• Reduced context switching

• Faster execution of CRM tasks

• Improved team productivity

• Seamless Google-Salesforce ecosystem

AppiWorks For Google Workspace