Choosing a cloud-based solution such as the Cloudapps revenue intelligence platform takes away many of the headaches associated with traditional system integration. We offer seamless systems and integrations to streamline your business processes. Our out-of-the-box integration with Salesforce ensures secure data access through the industry-standard OAuth mechanism.
We automate data fetching, registration, and formatting from Salesforce, providing real-time, scheduled, and on-demand access. Our bidirectional integration allows data to be pushed back into Salesforce, keeping both systems in sync.
In addition, we provide versatile data integration capabilities, enabling you to upload data from any source system using the universal ‘CSV’ file format.
We adhere to strict industry standards to ensure the highest level of security, so you can trust that your data is always kept safe. Plus, our customer success team is always on hand to answer any questions you may have and provide ongoing technical support.
Integrating a cloud-based revenue intelligence platform with your CRM requires a high level of security to ensure the protection of your data. At Cloudapps, we are particularly conscious of this, and deliver safe, seamless data integration through OAuth. OAuth and OpenID Connect (OIDC) are both widely used protocols in the context of authentication and authorization. They allow for different systems to communicate and share data with each other, without requiring users to share their login credentials or sensitive information.
Establishing a secure connection between the our platform and your Salesforce CRM with OAuth offers a number of benefits:
Employing live data integration in this way allows us to employ a technique called ‘change data capture’. This is a means of listening for changes made within your CRM, recording and analysing the impact of these events, and updating your revenue intelligence data accordingly. And live updates mean your team can act upon new insights, forecasts and recommendations in real time.