Integration
Live
Provenate + Salesforce
Customers, orders and sales data flow from Provenate into Salesforce.
What syncs
What syncs between Provenate and Salesforce
| Data | Direction | When |
|---|---|---|
| Customers | Provenate → Salesforce | Agreed with you at setup |
| Orders | Provenate → Salesforce | Agreed with you at setup |
| Sales by product and market | Provenate → Salesforce | Agreed with you at setup |
How it works
Setting up Salesforce
- 1
Talk to us
Tell us how your sales team uses Salesforce and which numbers it is missing.
- 2
Map
We agree which customer, order and sales data flows into your CRM, and when.
- 3
Connect
We connect Provenate to your Salesforce org with you during onboarding.
Who it's for
Who uses Provenate with Salesforce
FAQ
Provenate and Salesforce: common questions
Is the Provenate Salesforce integration live?
Yes. The Salesforce connector is available today.
What flows into Salesforce?
Customers, orders and sales data from Provenate, so your sales team works from the same numbers as bottling and dispatch.
Where do orders start?
In Provenate. Every order links to its batch, its stock and its duty record, and the CRM gets the same order your bottling hall sees.
See Salesforce and Provenate working together
We'll show you an order becoming an invoice, on a setup like yours.
Ask about your setup