Clementine + SalesForce

Synchronise Clementine with SalesForce

Info
Clementine

Clementine

Accounting
Info
SalesForce

SalesForce

Customer Relationship

Simplify your Clementine accounting by integrating with SalesForce to better manage your sales.

Inventory

Track your Inventory

Keep your inventory up to date by synchronising your stock levels.

Clients

Synchronise your Contacts

Synchronise contacts and customers between your applications.

Invoices

Export your Invoices

Replicate your invoices and save your important data.

Transactions

Track your Payments

Keep control of your accounting by exporting your transactions.

Integrations between Clementine and SalesForce have been discontinued.

Please contact us if you wish to know more.

What solutions does SalesForce offer?

Salesforce offers solutions for sales management, marketing automation, partner relationship management, customer service.

Can I import data from Excel into the Salesforce CRM?

Yes, since you can export data from Excel as a CSV (comma-separated values) file, you can then import it into your Salesforce CRM. You can also import data from Outlook, ACT!, GoldMine, or any program that can export data in the CSV format.

Why choose Clementine?

No matter what your business, Clementine saves you time and money. If you are a business owner or business creator, you need a Chartered Accountant to validate your annual accounts. With Clementine, you benefit from a Chartered Accountant and intelligent software to support you in managing your business.

What guarantees does Clementine cover?

In order to relieve you of your tax obligations, your balance sheet and your declarations are drawn up and certified by Chartered Accountants registered with the Order. Clementine guarantees 100% compliance with tax administration standards; and in the event of a tax audit, Clementine supports you in all the steps to follow.

Connect Clementine and SalesForce

No-code platform, start integrating in a matter of minutes.

Synchronisation

Automatically trigger your syncs on predefined events.

Universal Connector

Connect and synchronise your applications without any technical knowledge.

User Interface

Observe in real time the data transferred from one app to another.

Resilience and Security

Enjoy fully encrypted communications and transfers.

Multi-user Account

Work as a team and regulate the permissions of your team members.

Statistics new

Follow the frequency of your synchronisations over time.

Integration Guides

Tips to integrate Clementine and SalesForce easily

Accounting

Clementine offers an online accounting service that allows you to connect your accounts, track your expenses, and invoice your clients, all with professional monitoring of a Chartered Accountant.

https://www.compta-clementine.fr

Customer Relationship

SalesForce is an online CRM software for enterprises looking for a SaaS customer management solution. Salesforce is the leader in customer relationship management and will help you better track and understand your sales.

https://www.salesforce.com

Please note, the platform is still in beta and not all integrations are available. Please contact us to get the current list of supported integrations.

Questions about the integration?

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