How to integrate Salesforce to your apps: 10 most-used Salesforce integrations
Improve business efficiency and optimize workflows with top Salesforce integrations. Enhance operations and boost productivity seamlessly.
ERP Next + Salesforce Integration
Integrate ERP Next to Salesforce in one click, or tell Integrately AI how you want each document handled. Submit documents, create and update records, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Document is updated in ERP Next Instant- Document is cancelled in ERP Next Instant
- Document is changed in ERP Next Instant
- Document is inserted in ERP Next Instant
- Document is submitted in ERP Next Instant
- Document is trashed in ERP Next Instant
Field is updated on record in Salesforce- Record is created in Salesforce
- Record is updated in Salesforce
- Lead is created in Salesforce
- Lead is updated in Salesforce
- Opportunity is created in Salesforce
- Opportunity is updated in Salesforce
- Task is created in Salesforce
- Task is updated in Salesforce
- Contact is updated in Salesforce
- Contact is created in Salesforce
- Account is created in Salesforce
- Account is updated in Salesforce
- Outbound message is received in Salesforce Instant
- Case is created in Salesforce
- Case is updated in Salesforce
- Quote is created in Salesforce
- Quote is updated in Salesforce
2.
- Create customer in ERP Next
- Create lead in ERP Next
- Search lead in ERP Next
- Update lead in ERP Next
- Add Issue in ERP Next
- Search record using query in Salesforce
- Create record in Salesforce
- Get records by ID in Salesforce
- Update record in Salesforce
- Search record in Salesforce
- Create lead in Salesforce
- Update lead in Salesforce
- Search lead in Salesforce
- Create contact in Salesforce
- Update contact in Salesforce
- Search contact in Salesforce
- Create opportunity in Salesforce
- Update opportunity in Salesforce
- Search opportunity in Salesforce
- Add contact to campaign in Salesforce
- Add lead to campaign in Salesforce
- Create account in Salesforce
- Search account in Salesforce
- Update account in Salesforce
- Create task in Salesforce
- Update task in Salesforce
- Search task in Salesforce
- Get tasks by contact Id in Salesforce
- Create case in Salesforce
- Update case in Salesforce
- Search case in Salesforce
- Get events by contact Id in Salesforce
- Search quote in Salesforce
Trusted by experts at...
Ready Workflows for ERP Next + Salesforce Integration
Capture leads, create records, keep accounts updated, alert your team, and trigger follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your ERP Next + Salesforce flow
Route data into your CRM, alert teams on messaging apps, and keep financial records synchronized across platforms. Pick a combination and activate it in one click.
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Shopify (3)
Shopify (3) +
HubSpot (3)
HubSpot (3) +
QuickBooks Online (3)
QuickBooks Online (3) +
Slack (3)
Slack (3) +
Zendesk (3)
Zendesk (3) +
PandaDoc (3)
PandaDoc (3) S
S
E
Create a Salesforce record and an ERP Next customer for every new Shopify order instantly.
New Shopify store orders automatically generate a customer profile in ERP Next and a matching record in Salesforce without manual exports.
S
S
E
When a Shopify order is refunded, update the matching Salesforce record and ERP Next customer.
Refunded store purchases update both Salesforce and ERP Next automatically to maintain accurate revenue reporting.
S
S
E
When a Shopify customer is updated, sync their details to Salesforce and ERP Next.
Customer profile updates in Shopify automatically refresh your Salesforce records and ERP Next customer accounts.
Supported triggers and actions for ERP Next and Salesforce
Mix and match to build the exact automation you need
ERP Next Triggers & Actions
Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
Try it → Instant
Document is inserted in ERP Next
Triggers the automation when a document is inserted
Try it → Instant
Document is submitted in ERP Next
Triggers the automation when a document is submitted
Try it → Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
Try it → Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
Try it → Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
Try it → Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
Try it → What can you automate with ERP Next + Salesforce?
Streamline operations, synchronize customer records, and connect your business tools into a unified workflow.
🔄
Sync documents and records across systems
Automatically create matching records in Salesforce whenever documents are submitted in ERP Next. Keep your enterprise planning and CRM tools perfectly aligned without lifting a finger.
📋
Capture every submitted field and detail
Map all custom form fields and document attributes into your Salesforce records instead of just basic contact info. Your database becomes a comprehensive source for review and analysis.
🔔
Alert your team the moment events occur
Notify designated channels in Slack or send direct emails as soon as critical documents are processed in ERP Next. Ensure your staff acts on urgent items immediately.
🔀
Route records based on submitted criteria
Direct high-value client records to senior sales reps while standard submissions follow automated processing rules. Tailor your workflow paths based on actual document content.
📊
Keep destination records updated continuously
Refreshed document statuses in ERP Next automatically trigger matching record updates in Salesforce. Maintain accurate pipelines without manual data maintenance.
🔍
Prevent duplicates with smart search and update
Search existing database entries before creating new records to ensure customer profiles are updated rather than duplicated. Keep your workspace clean and organized.
⚙️
Handle later status changes and cancellations
When ERP Next documents are cancelled or modified, automatically push corresponding updates to your Salesforce records. Keep historical logs accurate and up to date.
🚀
Extend your workflow to team messaging apps
Connect your core ERP Next and Salesforce setup with Slack to broadcast major account milestones and keep departments informed across the board.
And much more...
Who is ERP Next + Salesforce integration for?
Operations managers, sales leaders, and finance teams eliminate manual data entry and keep records synchronized between ERP Next and Salesforce.
Finance analysts
Sales representatives
Account managers
Operations managers
Sales development reps
Customer success leads
📈
Finance analysts
You're compiling revenue figures from ERP Next but your Salesforce dashboard only updates when someone manually exports records, so the totals you report are always outdated — with this integration, every document submission lands in both systems instantly and your data stays current.
⚡
Sales representatives
You need to follow up on new accounts immediately, but lead handoffs between ERP Next and Salesforce take hours, so prospective clients find out too late — with this integration, every new record appears across both platforms the second it is created.
🤝
Account managers
You answer to external clients who demand accurate progress updates, but tracking details are split across siloed databases, so you spend hours reconciling records — with this integration, all client submissions and document states synchronize automatically.
🏭
Operations managers
The volume of daily document submissions is too high for your staff to keep up by hand, leading to missed entries and broken pipelines — with this integration, high-volume data flows seamlessly between ERP Next and Salesforce without manual intervention.
🎯
Sales development reps
You own the qualification step and depend on upstream teams to hand over customer profiles, but manual copy errors cause leads to stall — with this integration, every new lead profile is transferred accurately between systems the moment it appears.
🛡️
Customer success leads
You need a reliable history of every client interaction and keep finding gaps where records were forgotten, leaving your team blind to account history — with this integration, every document change and record update creates a complete audit trail.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate ERP Next + Salesforce
Build and manage your ERP Next + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect ERP Next + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect ERP Next + Salesforce Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
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😍
2,000 Tasks
in $19.99
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Frequently Asked Questions
How do I connect ERP Next to Salesforce?
You can connect ERP Next to Salesforce instantly using ready templates and 1-click automation setup on Integrately. Use the ERP Next and Salesforce integration to sync records and manage leads seamlessly, or ask Integrately AI to build custom workflows for you.
Can I automatically create Salesforce records when ERP Next documents are submitted?
Can I connect ERP Next, Salesforce, and Slack?
What is a good Zapier alternative for ERP Next and Salesforce?
How does ERP Next data trigger actions in Salesforce?
Can I update existing Salesforce records when ERP Next documents change?
Do I need coding skills to automate ERP Next and Salesforce?
Is the ERP Next and Salesforce integration free?
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