Discover how a UK-based nonprofit eliminated Zapier failures and automated donations with a direct WordPress–Stripe–Salesforce integration. One-time and recurring payments now sync flawlessly into Salesforce
WordPress Integration | Stripe Webhooks | Recurring Donations | Zapier Replacement
Learn more about how we successfully migrated a real estate client from Podio to Salesforce, designing a fully customized CRM that streamlined their acquisition, disposition, and drip marketing workflows—all in under 90 days.
Podio CRM | Data Migration |Drip Marketing Customization| smrtPhone Integration | Contract Management
Learn how a Cloud Security provider company integrated QuickBooks with their Salesforce CRM to reduce the overhead and sped up their sales process.
Quickbooks Integration | OAuth and Integration Framework | Migrate financial data
In this case study, we delve into a scenario where a customer utilizes Salesforce for Sales and Customer Success, and Zendesk for Service. Read how it worked for them.
Zendesk Integration | Case Management | License Optimization
Technicians using Service Cloud faced a cumbersome process of manually uploading faxes to RingCentral. We streamlined this by integrating RingCentral directly, making their workflow seamless.
RingCentral integration | Streamlined fax communication | Secured data sharing
See how the business growth increased by more than 200% after our Real-Estate CRM appexchange App integrated with Salesforce
AppExchange | Real-Estate CRM | Customized Reporting
Dosusign Integration | Automated approval process | Standardized document creation
Checkout how Zendesk to Salesforce migration made overall impact on support cost reduction, increased visibility, higher customer engagement & customer satisfaction.
Data migration tools | Customized Workflows | Unified platform
A remarkable tale of a middle-east based automobile company – how how they incorporated real-time sales and quotation conversation and immediate support using WhatsApp Chatbot.
Whatsapp Integration | Einstein Bot | Digital Engagement | Lead Capture
Technical Guide — Integrations How to replace Zapier with a direct WordPress + Stripe + Salesforce integration A field-level walkthrough of the architecture: how donation data moves from a WordPress form through Stripe to Salesforce without a middleware layer in between — including the parts Zapier setups usually get wrong.
Why Your Certinia Billing Schedule Skips Months (And How to Fix It)
Probate Real Estate · Built on Salesforce The Probate Real Estate CRM: Every Heir, Contract, and Dollar in One System Probate deals don’t have one seller — they have heirs, executors, attorneys, court deadlines, and equity that splits a dozen different ways. We built a CRM on Salesforce that handles
If you don’t see the option to remove or register a Security Key (U2F or WebAuthn) on a user’s Advanced User Details page, the required passkey settings may not be enabled. Enable the Required Settings Navigate to: Setup → Security Controls → Identity Verification Make sure the following options are
Salesforce Administration If your Salesforce users are being frozen repeatedly — even after you manually unfreeze them — the cause is almost always the same: their traffic is routing through an anonymizing proxy or VPN that Salesforce’s security system flags as high-risk. Here’s what’s happening and exactly what to do
