Zapier makes it easy to integrate Exact Online with Salesforce - no code necessary. See how you can get setup in minutes.
A trigger is the event that starts your Zap—like a "New or Updated Account" from Exact Online.
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
Zapier seamlessly connects Exact Online and Salesforce, automating your workflow.
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
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When a new or updated sales invoice is recorded in Exact Online, Zapier updates the relevant Salesforce record to reflect the financial status. This ensures accurate and current information, allowing support teams to address customer inquiries more effectively.
Customer Support OpsKeep your customer data consistent across platforms. When a new contact is created in Salesforce, Zapier automatically adds the same contact to Exact Online, eliminating data discrepancies and improving operational accuracy.
ITNew to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Exact Online and Salesforce
When integrating Exact Online with Salesforce, common triggers include new invoice entries, customer updates, and sales order confirmations. Our integration ensures that these activities in Exact Online can initiate corresponding actions in Salesforce, like updating or creating new records.
We ensure data synchronization by setting up workflows that trigger updates in one system whenever changes occur in the other. For instance, when a new invoice is added in Exact Online, the integration can automatically update the accounting details for a related opportunity or account in Salesforce.
Absolutely. You can map custom fields from Exact Online to corresponding fields in Salesforce during the setup process. This mapping allows you to tailor the integration to fit your specific business processes and ensure all necessary information is synchronized across platforms.
Once integrated, typical automated actions include creating or updating invoices and accounts in Salesforce based on information from Exact Online, sending notifications for outstanding payments, and updating sales orders statuses.
We utilize industry-standard security protocols to ensure data transferred between Exact Online and Salesforce remains secure. Data encryption and secure authentication methods protect sensitive financial information during every step of the integration process.
Yes, it's possible. You can set triggers within Salesforce that prompt updates or actions within Exact Online. For example, closing a deal in Salesforce might trigger an invoice creation workflow in Exact Online.
Limitations may include API rate limits set by either platform which could affect how often data syncs occur. It's important to review these limits during setup to optimize workflow timing accordingly.
