Salesforce Integration Services in Canada
Integrate Salesforce.
Eliminate Silos.
Our Salesforce integration consultants in Canada 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 Canada-Based Experts Offer
Salesforce CRM Integrations
Our Salesforce CRM integration services 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. With our expertise in Salesforce integration consulting, we ensure your business gets seamless connections that improve workflow and efficiency.
Here’s what our Salesforce CRM integration team 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 Salesforce integration consultants handle everything, from setup to testing, so your systems communicate the way they should.
Here’s what our API integration experts 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.
Many businesses choose to hire Salesforce integration services from us to ensure their data migration is smooth, secure, and error-free.
Our process includes both automated tools and manual checks to ensure your data is clean and reliable.
Here’s what our data migration team 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. With our Salesforce CRM integration services, you can unify marketing tools with Salesforce to get better visibility and stronger results.
Here’s what our marketing integration team 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 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 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 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. Many businesses choose to hire Salesforce integration services from us because we provide reliable, long-term support tailored to their needs.
Here’s what our support and maintenance team 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 Canada-based business.
Salesforce Integrations We Provide for Businesses in Canada
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 Canada?
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)
You’ll need Salesforce support services to keep your CRM solution error-free, current, and updated. Furthermore, it will improve the security, ranking, performance, and user experience of your platform.
Salesforce CRM can easily be linked with your current website. For greater assistance, connect with our specialists and book a call today.
Yes, based on your business needs, we can develop a bespoke maintenance and support plan. We provide a comprehensive package that includes all necessary services and features; you can pick and choose which services you want, and we’ll tailor the package to your needs.
To use our services, you must first choose a plan from our packages area and then email an inquiry to our experts detailing your company needs. Our staff will assess your requirements and provide you with a proposal. Once you go through the proposal and accept, we begin your project.
Your decision to hire a Salesforce support services provider will be based on your company’s needs and goals. You can consult with our specialists for a better understanding and get rapid answers to all of your questions.
Your decision to hire a Salesforce support services provider will be based on your company’s needs and goals. You can consult with our specialists for a better understanding and get rapid answers to all of your questions.
Your decision to hire a Salesforce support services provider will be based on your company’s needs and goals. You can consult with our specialists for a better understanding and get rapid answers to all of your questions.