Salesforce CRM Integration

Two CRMs on one set of facts, or a clean move to one. We will advise you which you need.

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Integration

Two CRMs, one truth. Or one CRM, done properly.

Two CRMs in one business is usually a merger, an acquisition, or separate departments picking their own system. Pipedrive alongside Salesforce is common, and so is a set of individual spreadsheets quietly acting as a second CRM.

The cost is quiet: duplicated records, contested pipeline numbers, and marketing consent split across systems so nobody is quite sure what anyone agreed to. The fix is either co-existence done properly, with sync, deduplication and one owner per field, or a clean migration to a single platform. We deliver both, and we will tell you honestly which one you need.

What can be integrated Scope your integration

Approach

How we integrate Salesforce with another CRM

We tailor CRM integration solutions using approaches such as:

  • Prebuilt connectors and native integrations
  • API-based custom integrations
  • Data sync platforms (e.g., Zapier, Workato)
  • Mulesoft for scalable, enterprise-grade integrations
  • ETL tools for batch data processing

Platforms we connect

Dynamics 365 Salesforce Integration

Common where finance and operations run D365 and sales runs Salesforce, and equally where two CRMs coexist after an acquisition. Middleware or direct API, with sync direction set per field rather than per system.

Dynamics 365 Salesforce Integration

HubSpot Salesforce Integration

A native connector on Professional and Enterprise syncs contacts, companies, deals, activity history and custom objects in real time, with each field set two-way, Salesforce-wins or HubSpot-wins. Worth knowing the limits: 500 field mappings per object and up to ten custom objects.

HubSpot Salesforce Integration

Zoho Salesforce Integration

Often a long-standing system with real process built into it, running alongside Salesforce for service or marketing. Standard objects and custom modules sync two-way, with ownership split by function rather than by system.

Zoho Salesforce Integration

Pipedrive Salesforce Integration

Teams keep Pipedrive because the pipeline is simple and the funnel is clear. That is a good reason to keep it. Persons, organizations and deals sync two-way, so sales keeps its speed while the business keeps one customer record.

Pipedrive Salesforce Integration

SugarCRM Salesforce Integration

Sugar’s module-based architecture maps onto Salesforce objects unusually cleanly, and its workflows onto Flow. That makes a two-way integration tractable, with Sugar keeping the operational history and Salesforce running customer-facing work.

SugarCRM Salesforce Integration
Scope

What can be integrated?

CRM integrations vary based on your tech stack and workflows. Common integration points include:

  • Leads, contacts, and account data
  • Sales activities, tasks, and call notes
  • Marketing workflows and campaign data
  • Customer support cases and service history
  • Email and calendar synchronisation
  • Custom objects and workflows
The case for it

Why CRM integration matters

Many organisations use multiple CRM or customer-related systems across departments. Integrating these with Salesforce enables:

  • Centralised customer records and communications
  • Improved data accuracy and consistency
  • Reduced data duplication and manual entry
  • Enhanced collaboration between marketing, sales, and support teams
  • Smarter reporting and a 360° customer view
Ownership

What we sync

What moves between two CRMs when co-existence is the right answer.

Other CRMSalesforce
Contacts and accounts⇄Deduplicated first, then kept aligned
Opportunities and pipeline stages⇄Mapped to one shared stage model
Activity history→So the next conversation knows about the last one
Ownership and consent fields⇄Single owner per field, agreed in scoping

How we choose the route

Sync when different business units genuinely need different platforms. Migrate when the split is a historical accident. Migration usually wins on cost within two years, and we will show you the numbers before you choose rather than after.

Delivery

How we deliver it

01
Scope the process, not just the fieldsA working session mapping who needs what data, where, and when.
02
Choose the route on meritNative connector, middleware or custom API, and we will tell you why.
03
Build and test in sandboxAgainst your real data shapes, before anything touches production.
04
Go live with monitoringAlerting from day one, ongoing care through Flex24 or a managed service plan.

What to expect

  • A scoping call first, before any numbers are discussed.
  • A fixed-scope quote, never day-rate drift.
  • A typical build of weeks for a focused two-system flow, phased for multi-system landscapes.
  • Your integration monitored after go-live, not abandoned.
Next step

Connect your CRM to Salesforce

If you are transitioning from another CRM or looking to unify systems across departments, C24 can help you build smart, scalable Salesforce integrations.

Contact us to discuss your CRM landscape and how we can connect it to your Salesforce platform.

Scope your integration

Salesforce CRM integration: frequently asked questions

Should we sync two CRMs or migrate to one?

Sync when different business units genuinely need different platforms. Migrate when the split is a historical accident. Migration usually wins on cost within two years, and we will show you the numbers before you choose.

Can you migrate Dynamics 365 to Salesforce?

Yes: schema mapping, data cleansing, staged migration and user training, run as a standard C24 implementation with the migration designed in from day one rather than bolted on at the end.

What happens to our historical data?

It comes with you, cleansed rather than copied wholesale. Part of the scoping work is deciding what genuinely needs to migrate and what belongs in an archive.

How do you avoid creating duplicates?

Deduplication happens before the first sync runs, not after. Matching rules are agreed with you, and the first load is run in a sandbox so you can see the results before anything is committed.

Can you run the merged CRM for us afterwards?

Yes. Post-migration support is a common handover, either as a managed service where you have no internal team, or as Flex24 hours where you do.

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