Salesforce Integration Services in Australia
Integrate Salesforce.
Eliminate Silos.
Our Salesforce integration consultants in Australia help you connect your CRM with ERP, marketing, and more, so your business functions the right way.
Our Certifications
At Folio3, you’ll be partnering with certified Salesforce talent that specializes in ongoing development, support, customization, implementation, integration, and more.
Salesforce Integration Services Our Austrailia-Based Experts Offer
Salesforce CRM Integrations
Our Salesforce CRM integration services in Australia help you connect Salesforce with the tools and platforms your business uses every day. We work closely with your team to understand your systems and make sure data moves securely and smoothly between them.
Whether you’re using ERP software, accounting tools, or customer databases, we help you bring everything together in one place.
Here’s what our Salesforce CRM integration team in Australia helps you with:
- Connecting Salesforce with ERP and accounting systems
- Syncing customer and order data across platforms
- Reducing manual data entry and errors
- Making real-time data available in Salesforce
- Keeping your systems secure and compliant
API Integration Solutions
Some tools need custom solutions to work with Salesforce. That’s where our API integration services come in. We build secure, flexible connections between Salesforce and your external apps or databases using custom APIs.
Our team handles everything, from setup to testing, so your systems communicate the way they should.
Here’s what our API integration experts in Australia help you with:
- Designing custom API connections for Salesforce
- Handling authentication and secure data transfers
- Setting up endpoints, payloads, and responses
- Testing and debugging integrations
- Monitoring performance and fixing issues
Data Migration & Synchronization
Moving data from legacy systems into Salesforce takes planning and care. We help you transfer your data safely and make sure it stays up to date going forward.
Our process includes both automated tools and manual checks to ensure your data is clean and reliable.
Here’s what our data migration team in Australia helps you with:
- Transferring data from spreadsheets or old systems
- Mapping and cleaning your records before import
- Syncing Salesforce with other platforms
- Avoiding data duplication and loss
- Checking for accuracy and completeness
Marketing Tool Integration
We help connect Salesforce with your marketing platforms like HubSpot, Pardot, Marketing Cloud, and others. This makes it easier to track leads, campaigns, and customer activity in one place.
Your sales and marketing teams will be able to work together more efficiently with shared data and insights.
Here’s what our marketing integration team in Australia helps you with:
- Connecting Salesforce with email and campaign tools
- Syncing leads, contacts, and campaign data
- Tracking email engagement and outcomes
- Improving lead scoring and follow-ups
- Sharing contacts between marketing and sales
Custom Workflow Automation
Manual tasks slow your team down. Our consultants help automate your workflows inside Salesforce to save time and reduce mistakes. We build automation based on how your team actually works.
You’ll get more done with fewer clicks.
Here’s what our automation experts in Australia help you with:
- Reviewing your current workflows and processes
- Building automated flows inside Salesforce
- Setting up triggers, approvals, and alerts
- Reducing repetitive tasks for your team
- Improving accuracy and response time
eCommerce & Payment Gateway Integration
Running an online store? We help you connect Salesforce with platforms like Shopify, Magento, WooCommerce, Stripe, and PayPal.
This gives your team a full view of customer orders, payments, and activity, all inside your CRM.
Here’s what our eCommerce integration team in Australia helps you with:
- Connecting Salesforce with your online store
- Syncing customer, product, and order data
- Tracking payments and refunds in real time
- Improving customer support with shared data
- Reducing manual updates between systems
AI & Analytics Integration
We help you connect Salesforce with tools like Einstein AI and Tableau so you can make better business decisions. With the right setup, you’ll be able to spot trends, predict outcomes, and act faster.
Here’s what our AI and analytics team in Australia helps you with:
- Setting up Einstein AI inside Salesforce
- Connecting with external analytics platforms
- Creating dashboards and visual reports
- Automating insights and recommendations
- Using data to improve business planning
Ongoing Support & Maintenance
After your integration is complete, we stay with you to make sure everything keeps working as expected. Our support team is here to fix bugs, make updates, and keep your systems running smoothly.
Here’s what our support and maintenance team in Australia helps you with:
- Monitoring Salesforce integrations for issues
- Running regular health checks
- Applying updates and patches
- Fixing bugs before they become problems
- Offering 24/7 support from certified experts
Our Portfolio of CRM Solutions
Major Key Technologies, our success is measured by the milestones our clients achieve. Explore how we've empowered businesses with cutting-edge solutions, driving growth and innovation.
We helped Wealth Architects improve their email system by connecting Salesforce with Outlook and Gmail. We set up automatic lead creation from emails and made a custom Salesforce app for secure access. We also added DocuSign to make signing documents easier.
Folio3 helped Electrocore enhance their Salesforce CRM by improving sales cycle tracking and service delivery while ensuring HIPAA compliance. We integrated Salesforce with marketing automation and Oracle NetSuite ERP for a streamlined order-to-cash process. The solution also improved data synchronization and provided better insights for customer engagement.
Connect smarter, work faster. Let us manage your Salesforce integrations while you lead your Austrailia-based business.
Salesforce Integrations We Provide for Businesses in Australia
At Folio3, you’ll be partnering with certified Salesforce talent that specializes in ongoing development, support, customization, implementation, integration, and more.
ERP Integration
Connect Salesforce with ERP systems like SAP, NetSuite, Microsoft Dynamics, and more. Sync customer, inventory, and order data across platforms to reduce manual work and improve visibility across departments.
Accounting Integration
Make Salesforce work seamlessly with accounting tools like QuickBooks, Xero, and FreshBooks. Sync invoices, payments, and financial data to keep your finance and sales teams on the same page.
Marketing Automation Integration
Connect Salesforce with platforms like HubSpot, Pardot, Mailchimp, and Marketing Cloud. Share lead and campaign data between sales and marketing for better targeting, tracking, and follow-up.
Social Media Integration
Bring in social insights and customer interactions from platforms like Facebook, Twitter, LinkedIn, and Instagram. Track engagement, respond faster, and use social data to inform your outreach.
CTI Integration
Integrate Salesforce with your phone systems using CTI tools. Log calls, route leads, and give your sales and support teams the tools to improve response times and customer experience.
Analytics & BI Integration
Connect Salesforce with BI tools like Tableau, Power BI, and more. Build real-time dashboards and reports that help you understand trends, track KPIs, and make smarter decisions.
What Makes Folio3 a Trusted Salesforce Integration Solutions Provider in Australia?
At Folio3, we bring more than just technical expertise; we bring dependability, speed, and strategic thinking to every Salesforce support engagement. Our team of Salesforce integration consultants delivers proactive, round-the-clock support and maintenance services to help you get the most out of your CRM investment.
Whether you’re dealing with performance issues, planning a major upgrade, or simply need a reliable partner to manage your Salesforce environment, we’ve got you covered. Our Salesforce integration solutions are built to ensure smooth data flow, improved efficiency, and better customer insights. With our trusted CRM integration services, we help businesses connect systems, reduce complexity, and maximize Salesforce value.
Our credentials speak for themselves:
ISO 9001
Certified infrastructure to deliver compliant solutions
ISO 27001
Certified security management systems that ensure data integrity and privacy
Your systems should work together. We ensure they do with reliable Salesforce integration services.
Our Certified Salesforce Developers Have Made CRM Easier for Brands Worldwide
Majorkey
We used Folio3 over the last 3+ years for many projects, including org merges, complicated workflows and enhancements. Folio3 is was very detailed in the work. They are experts. They can explain complicated tasks so even the novice in the room can understand. Appropriate and reasonable timelines are assigned so that there are no issues with any tasks for transition. The project closed without any hang ups or hold ups and we continue to do enhancements on the application with Folio3.
Sunhero
Folio3 did a great job in scoping the request and keeping communication going throughout the task This was a very ambiguous request and they managed to troubleshoot the issue and explore different options. I would hire them again
Frequently Asked Questions (FAQs)
Salesforce integration connects your CRM with other business systems like ERP, marketing automation, or support tools to create a unified data environment. It eliminates data silos, improves team collaboration, and enhances customer experiences. With integration, businesses can automate workflows, reduce manual errors, and get real-time insights, resulting in faster decision-making and better efficiency across departments. It’s essential for scaling operations and staying competitive.
Salesforce can be integrated with a wide range of systems, including ERP platforms (like NetSuite, SAP, Microsoft Dynamics), accounting tools (QuickBooks, Xero), marketing automation platforms (HubSpot, Mailchimp, Pardot), CTI systems (Twilio, RingCentral), analytics software (Tableau, Power BI), and eCommerce platforms (Shopify, Magento). At Folio3, we offer both pre-built and custom integrations to ensure seamless data flow between Salesforce and the tools your teams already use.
Folio3 starts every custom Salesforce integration with a deep discovery phase to understand your systems, workflows, and goals. Our certified Salesforce experts then design, develop, and test a tailored integration solution using APIs, middleware, or custom connectors. We ensure data accuracy, security, and scalability. Post-deployment, we offer ongoing support and optimisation so your integration continues to perform and grow with your business needs.
Yes, Salesforce integrations are designed with strong security protocols, including encrypted data transmission and secure authentication. At Folio3, we follow industry best practices to ensure your integrations comply with major regulations such as GDPR, HIPAA, and CCPA. We also implement role-based access, data validation, and audit logs to keep your information safe and compliant throughout the integration lifecycle.
The timeline for a Salesforce integration project varies depending on the complexity, number of systems involved, and customisation requirements. Simple integrations using pre-built connectors may take a few weeks, while custom integrations can take 6–12 weeks or more. At Folio3, we provide a detailed project roadmap upfront, with clear milestones and timelines, ensuring your integration is delivered on time and within scope.
Absolutely. If you’re experiencing issues with an existing Salesforce integration such as data sync errors, performance lags, or outdated connectors, Folio3 can help. Our team audits your current setup, identifies problem areas, and either optimises or rebuilds the integration as needed. We also assist with version upgrades, API changes, and system migrations to ensure seamless performance and long-term stability.
Folio3 is a trusted Salesforce Partner with 15+ years of experience delivering successful Salesforce CRM integrations across industries. Our team offers end-to-end Salesforce integration services in Australia and beyond, from planning and development to QA and ongoing support. We specialise in both custom and pre-built integrations, ensuring they’re secure, scalable, and aligned with your business goals. With global delivery capabilities and certified experts, we make Salesforce integration simple and effective.