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System Integration

System Integration & APIs

Stop copying data between systems. We connect them so information flows on its own.

Discuss your project

Most businesses run on several systems: a CRM, an ERP, Microsoft 365, a support desk, a website. When they don't talk to each other, people re-type data, documents get lost and reports never match.

We design and build reliable integrations — real-time where it matters, scheduled where it doesn't — with proper authentication, error handling and monitoring.

What we deliver

Document management

Connect Salesforce records with SharePoint or other document repositories so files are easy to find from the CRM.

Microsoft 365 & Azure

Integrations with Microsoft Graph, Outlook, Teams and Azure services, secured with named credentials and OAuth.

ERP & order systems

Customer, product, pricing and order sync between your ERP and CRM or commerce platform.

Support & communication platforms

Zendesk, Twilio and WhatsApp integrations that bring customer conversations into one view.

Custom REST APIs

Well-documented APIs and middleware to expose your data safely to partners, apps and portals.

Related case studies

All case studies

Food & Beverage

Equipment & ERP Platform

Salesforce for a food and beverage distributor: tracking equipment placed at customer sites, maintenance and invoicing, customer agreements and requests with approvals, email-based service and a real-time ERP integration.

EuropeRead

Technology & Distribution

Technology Distributor CRM

A multi-entity Salesforce platform for a technology distributor: sales targets and pricing, a B2B reseller ordering portal, after-sales service, back-office integrations and automated price-list updates.

EuropeRead

Media & Entertainment

Contract Lifecycle Integration

Integration between Salesforce and a contract lifecycle management (CLM) platform, so contracts and appendices are created, sent and tracked from the CRM.

EuropeRead

Artificial Intelligence

Multimodal Conversational AI Platform

A multi-tenant platform for building, routing and running enterprise virtual assistants across web chat, WhatsApp, SMS, voice and digital humans, powered by IBM Watson Assistant, Azure OpenAI and Azure Speech.

Asia-PacificRead

Energy & Utilities

Mobile Customer Ordering Platform

A mobile-first ordering experience for an energy distributor, powered by a Salesforce REST API layer: customer accounts and addresses, product catalog, orders, delivery reports and a customer community.

EuropeRead

How we work

A clear process, from idea to production

  1. 01

    Discover

    We learn your process, systems and goals, then agree on scope, priorities and success measures.

  2. 02

    Design

    Solution architecture, data model and user flows reviewed with your team before we build.

  3. 03

    Build & test

    Iterative delivery with regular demos, automated tests and a staging environment you can try.

  4. 04

    Launch & support

    Deployment, training, documentation and ongoing support or retainers after go-live.

  • ✓ Reply within 1 business day
  • ✓ Client confidentiality by default
  • ✓ You own the code & documentation
  • ✓ Fixed-scope or monthly retainer

FAQ

Frequently asked questions

Can Salesforce store documents in SharePoint automatically?

Yes. Salesforce can be connected to SharePoint so documents are organized automatically and linked from the relevant records.

Real-time or scheduled integration — which is better?

It depends on the process. Customer-facing updates usually need real-time events; large data syncs like product catalogs work well on a schedule. We often combine both.

How do you keep integrations secure?

We use OAuth, named and external credentials, least-privilege access and logging, and avoid storing secrets in code.

Other services

Contact

Let’s discuss your next solution.

Tell us what you want to automate, build, or improve. We’ll help you turn the idea into a practical business system.

info@portalvar.net
Serving clients globally