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How Zapier works
Zapier makes it easy to integrate Exact Online with Salesforce - no code necessary. See how you can get setup in minutes.
Select a trigger from Exact Online
Setup an action from Salesforce
That’s it! You just connected Exact Online to Salesforce
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Frequently Asked Questions about Exact Online + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Exact Online and Salesforce
What are the common triggers for integrating Exact Online with 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.
How do I handle data synchronization between Exact Online and Salesforce?
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.
Can I use custom fields from Exact Online in Salesforce integrations?
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.
What are some typical actions that can be automated using this integration?
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.
How secure is the data transfer between these two systems?
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.
Is it possible to trigger a workflow based on changes made within Salesforce that affect Exact Online?
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.
Are there any limitations I should be aware of when setting up this integration?
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.
Connect Exact Online and Salesforce to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Supported triggers and actions
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.
