Integrate Salesforce
Integrate SageOne

Integrate Salesforce with Sage One

Get your Salesforce account connected with Sage One and save valuable time by automating your workflow.

Start free trial
Integrate Salesforce

What is Salesforce?

Salesforce is the world’s #1 Customer Relationship Management (CRM) platform. Our cloud-based applications for sales, service, marketing, and more don’t require IT experts to set up or manage — simply log in and start connecting to customers in a whole new way.

More Information……

Integrate SageOne

What is Sage One?

Easy to use and simple to understand, Sage One is online accounting software designed to keep your business on track and prevent errors. It gives you access to your business accounts from anywhere, anytime.

More Information…….

What does it do?

For all products created or updated in Salesforce, I want:

To create the products in Sage One

When an opportunity is closed and won in Salesforce, I want:

To add or update a tax invoice in Sage One

Additionally:


  • Associate the Sale with the Original Customer, the Customer's Organization or a single Online Sale Customer

  • Create the associated products


When an order is closed in Salesforce, I want:

To add or update a tax invoice in Sage One

Additionally:


  • Associate the Sale with the Original Customer, the Customer's Organization or a single Online Sale Customer

  • Create the associated products


When a customer is created or updated in Sage One, I want:

To create or update the contact in Salesforce

When a sales invoice is created in Sage One, I want:

To create the Opportunity in Salesforce

Additionally:


  • The account will be created

  • Create the associated products


For all products created or updated in Sage One, I want:

To create the products in Salesforce

Integrate Freshbooks

Special offer    Try This APP for free for up to ? months, no obligations. Simply copy this content and add it to the specific ‘APP’ content block you want to add an offer to!

Integrate Freshbooks

Special offer    Try This APP for free for up to ? months, no obligations. Simply copy this content and add it to the specific ‘APP’ content block you want to add an offer to!

How it works

Step 1

Add at least 2 apps to your OneSaas account

Step 2

Configure the integration workflows to suit your business needs

Step 3

Set up the integration sync frequency and starting date, and enjoy the automation!

What some of our customers are saying

The product has really helped me bring my different platforms into one business system. The online chat service is great whenever you run into issues.

Cmac101Apps.com Review

We use this to sync and create our orders each day. With a bit of smart logic, it can handle receipts (paid on purchase) but also invoices. We have a lot of custom work on our Opencart site but working with the OneSaas team, we nearly have all features automatic. LIV CHAT features rocks. Top job development team.

Alan MedcrafApps.com Review

Start your free trial

Get your cloud apps happily working together and start saving save time!

START FREE TRIAL

FEATURED ON