CONVAYR Salesforce integration

Move data the way you want to with Salesforce integration from CONVAYR

Unlock the full potential of your Salesforce data with no-code integrations that drive business agility - no API scripting, no consumption fees, and no waiting on developers.

  Find us on the Salesforce AppExchange →

Listed on the Salesforce AppExchange · No credit card required · Built for non-technical admins

What is Salesforce integration? Salesforce integration is the process of connecting Salesforce data - leads, accounts, opportunities, cases, and custom objects - with other business systems so records stay accurate and current everywhere they're used, without manual exports or custom API code. CONVAYR is a no-code integration platform (iPaaS), listed on the Salesforce AppExchange, that lets business users build and run these Salesforce data flows themselves, including syncing multiple Salesforce instances against each other.

Salesforce is your source of truth. It shouldn't be an island.

Most companies don't run Salesforce alone - they run it alongside marketing platforms, support tools, ERPs, HR systems, and often more than one Salesforce org. Without a reliable way to move data between them:

  • Sales reps work from stale or incomplete lead and account data because marketing, support, or partner systems haven't synced.
  • Multiple Salesforce instances - by business unit, region, or after an acquisition - drift out of alignment, breaking reporting.
  • Admins spend hours on manual data loads, exports, and one-off scripts instead of higher-value work.
  • Onboarding and offboarding require manually adjusting Salesforce licences and access every time HR data changes.

CONVAYR removes the manual layer, moving data into and out of Salesforce - any object, any field, including custom fields - on a schedule or trigger you define.

No-code Salesforce workflows your team can build and run

 

Lead Flow

Automatically transfer prospect data from marketing systems into Salesforce, ensuring sales teams always work with the latest qualified leads instead of waiting on a manual import.

Services Insights

Integrate customer service interactions with Salesforce to give account managers and CSMs full visibility into support history, and keep CRM aligned with project tools by syncing progress and deadlines.

Voice of the Customer

Feed customer sentiment and survey responses into Salesforce so account teams can see and respond to feedback proactively, rather than discovering it after a renewal is already at risk.

Partner Collaboration

Enable automatic updates between Salesforce and partner systems to coordinate on shared deals and joint sales efforts, without emailing spreadsheets back and forth.

Sync Multiple Instances

Automate data syncing across different Salesforce instances - by business unit, region, or brand - to keep any object aligned and transformed across the business, rather than each org drifting into its own version of the truth.

Accurate Reporting

Build application-to-application integration workflows that bring data into your core CRM in whatever structure you need, enabling data-driven decisions and consistency without manual reconciliation. Need a warehouse or project view too? See Snowflake and Smartsheet integration.

Automate Data Loads

Build automated, powerful data load and extract workflows, and authorise any team member in the business to run them - not just the admin who built them.

Onboarding and Offboarding

Create automated data integrations between Salesforce and HR systems to optimise licence usage and access as employees join, change roles, or leave.

Set up a Salesforce integration in four steps - no developer required

  1. Connect Salesforce as a source or target. Authenticate once with full access to standard and custom objects and fields.
  2. Pick the other application. Choose any supported app, or another Salesforce instance entirely.
  3. Map the fields and logic. Define what moves, in which direction, on what conditions - searches, updates, creates, and transformations in a single job.
  4. Set safeguards and run it. Apply row limits, timeframes, and user authorisation, then schedule the job or trigger it on events.

Salesforce plays well with your entire stack

  • ServiceNow - sync cases and incidents for shared visibility across sales and IT
  • Snowflake - feed clean Salesforce data into your warehouse for BI and reporting
  • MS Dynamics 365 - coordinate CRM data across a mixed Salesforce/Dynamics environment (common after M&A)
  • Smartsheet - turn opportunity and account data into shared project views
  • Zendesk - link support tickets to Cases and Accounts for full customer context
  • Jira - connect customer-reported issues to engineering tracking (coming soon)
  • Any other application - with full schema access, CONVAYR isn't limited to a pre-built connector list

Need an app not listed here? See everything CONVAYR connects to →

Native tools, generalist automation tools, or custom code aren't built for serious Salesforce data flows

 

CONVAYR Native Salesforce connectors/apps Generalist automation/workflow tools Custom-built integrations
Setup No-code, designed for business users Limited configuration, typically app-specific No-code, but often built for simple triggers Requires in-house or contracted developers
Direction Two-way sync supported Often one-directional Frequently one-directional per automation Two-way possible, but hand-built and hand-maintained
Multi-org sync Native support for syncing multiple Salesforce instances Rarely supported Rarely designed for this Fully custom
Complex logic Multi-step jobs - search, update, create, transform in one flow Usually basic field mapping only Struggles with multi-step/conditional logic at scale Fully custom
Pricing model Flat pricing, not consumption-based Often bundled but limited in scope Commonly priced per task/run High upfront build cost plus maintenance
Who can operate it Any authorised non-technical user Admin only Often needs technical setup Developers/IT only
Governance Row limits, timeframes, user authorisation built in Minimal, if any Varies by tool Depends on what's built

Full visibility without giving up control

  • Row limits and timeframes cap how much data moves per run.
  • User authorisation ensures only approved users can create or modify a live Salesforce job.
  • Full schema access covers standard and custom objects - nothing hidden behind a limited field list.
  • One job, many steps replaces scattered scripts and manual data loads with a single, auditable workflow.

Salesforce integration questions, answered

 

Q: What is Salesforce integration?

Salesforce integration connects Salesforce data - leads, accounts, opportunities, cases, and custom objects - with other business applications so records stay accurate everywhere they're used, without manual data entry.

Q: Can I sync data between two different Salesforce instances?

Yes. CONVAYR supports syncing multiple Salesforce instances against each other - useful for multi-org businesses, regional divisions, or companies integrating Salesforce environments after an acquisition.

Q: Can I integrate Salesforce without writing code?

Yes. CONVAYR is a no-code integration platform (iPaaS) that lets non-technical users connect Salesforce to other applications and set logic through a visual interface.

Q: Does CONVAYR work with custom Salesforce objects and fields?

Yes. CONVAYR provides full schema access, including custom objects and fields, not just a pre-set list of standard fields.

Q: Is CONVAYR listed on the Salesforce AppExchange?

Yes. CONVAYR is available on the Salesforce AppExchange as a verified integration solution.

Q: Does CONVAYR charge based on API calls or data volume?

No. CONVAYR does not use consumption-based pricing, so integration cost doesn't scale unpredictably as data volume or sync frequency increases.

Q: How long does it take to set up a Salesforce integration with CONVAYR?

Most integrations can be configured and live within days, since no custom development or deployment cycle is required.

Q: Who should manage a Salesforce integration once it's live?

Because CONVAYR is no-code, any authorised team member - not just a Salesforce admin or developer - can monitor and adjust an integration once it's built.

Put your Salesforce data to work everywhere it's needed

 

Find us on the Salesforce AppExchange