Sage & Salesforce Integration

Fill in the Form To Get Started with 200 OK

Introduction

DocuSign seamlessly accelerates sales cycles, boosts close rates, enhances productivity, and cuts down on paper waste—ultimately saving valuable time. Its integration with Salesforce enables swift data retrieval from key objects like Lead, Account, Contact, and Opportunity.

Follow these steps

1. Create Sage Customer

Navigate to Salesforce
Choose an account record, and review the contact information
By clicking on the “Create Sage Customer” the account & contact details will be created
(NOTE- In the process a Sage contact ID will be created)

2. Generate Invoice in Sage

Verify your account by clicking on the newly created customer
Check you can access properly and view the date
Navigate to Salesforce opportunities for the same customer
Check if product is available, if not add a product
Click “Create Sage Invoice” to create an invoice in Sage

3. Verify the New Invoice

Visit your Sage system
Refresh page & click on the invoice record
Now view your newly generated invoice data

Create & Upload Templates

Generate Document

Send for Auto-Sign

Create & Upload Templates

Generate Document

Send for Auto-Sign

Follow these steps to Create and Upload templates

Follow these steps to Generate the Document

Follow these steps to Send for Auto-Sign

Why Integrate Sage with Salesforce?

Elevate efficiency by syncing financial and customer data seamlessly
Streamline operations with a unified view of customer interactions
Enhance decision-making with real-time insights from integrated platforms
Boost productivity by eliminating manual data entry between Sage and Salesforce
Improve customer experience with synchronized information across systems
Accelerate quote-to-cash processes by linking sales and financial workflows

Connect your desired financial app with Salesforce within minutes

Unlock the potential to connect any finance app, just like Sage, effortlessly with 200 OK—your key to seamless and efficient data integration in the Salesforce ecosystem.

Here are our popular other ERP integration possibilities

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Bill.com, Microsoft Dynamics ERP, Intuit QuickBooks