Salesforce CRM Integration | Accounting Automation

Connect Salesforce and accounting in one automated platform

Many growing organizations rely on Salesforce to manage customer relationships while using separate accounting software to manage financials. Without integration, sales and finance teams often work from different information, creating duplicate data entry, delayed invoicing, and limited visibility.

Gravity Software connects to Salesforce CRM through Microsoft Power Automate, creating automated workflows that keep customer, sales, and accounting information synchronized across both platforms.

The result is faster operations, improved accuracy, and real-time visibility from opportunity through payment.

Whether you're automating customer onboarding, accelerating quote-to-cash processes, or improving financial reporting, integrating Salesforce with Gravity Software helps eliminate data silos and ensures every department is working from the same accurate information. Organizations managing multiple companies, locations, or business units also benefit from Gravity's native multi-entity accounting capabilities, enabling consolidated financial reporting and streamlined operations as the business grows.

Automated Data Synchronization

Automatically transfer customers, invoices, payments, opportunities, or other business data between Salesforce and Gravity.

Eliminate Manual Entry

Reduce duplicate work by allowing Power Automate to move information between CRM and accounting automatically.

Better Business Visibility

Combine sales and financial information to provide management with a complete view of customers, revenue, and profitability.

Connect Salesforce CRM with Gravity Software

Many organizations have standardized on Salesforce CRM to manage customer relationships but continue to rely on legacy accounting software that requires manual data entry, disconnected workflows, and limited financial visibility. Integrating Salesforce with Gravity Software through Microsoft Power Automate helps eliminate these inefficiencies while preserving your existing CRM investment.

Salesforce + Gravity Software	Manual CRM & Accounting
Automated customer synchronization	Duplicate customer entry
Automated invoice creation	Manual invoice creation
Real-time payment updates	Delayed payment visibility
Connected sales and finance data	Separate systems and disconnected records
Automated workflows with Power Automate	Manual processes and repetitive tasks
Consolidated financial reporting	Spreadsheet-based reporting

Whether you're replacing QuickBooks, Sage Intacct, Sage 50, Sage 100, Microsoft Dynamics GP, NetSuite, Xero, or another legacy accounting system, Gravity Software enables you to modernize your financial operations while continuing to use Salesforce as your CRM. Using Microsoft Power Automate, organizations can automate the flow of customer, sales, and financial data between both systems, reducing manual work and improving collaboration between sales and finance.

Why integrate Salesforce with Gravity Software?

Sales teams work inside Salesforce. Finance teams work inside Gravity Software.

Without integration, information quickly becomes outdated, inconsistent, and difficult to trust.

By connecting both systems using Microsoft Power Automate, organizations can automate routine business processes while ensuring everyone works from accurate, up-to-date information.

Common automated workflows include:

Customer creation
Invoice synchronization
Payment updates
Opportunity notifications
Credit status updates
Collections workflows
Approval routing
Customer onboarding

Organizations can also create custom workflows without traditional software development by leveraging Microsoft Power Automate's low-code automation capabilities.

Schedule a personalized demo today to see how Gravity integrates with your Salesforce instance.

Powered by Microsoft Power Automate

Unlike rigid point-to-point integrations, Gravity uses Microsoft Power Automate to connect Salesforce with accounting workflows.

Because Power Automate is part of the Microsoft Power Platform, organizations can extend automation across hundreds of Microsoft and third-party applications as business needs evolve.

Possible workflows include:

New customer creation
Opportunity won
Invoice generation
Payment notifications
Credit hold alerts
Approval routing
Customer onboarding
Sales notifications

Learn more about Power Automate.

Benefits of Salesforce CRM integration

After connecting Salesforce CRM and Gravity Software through Microsoft Power Automate, your sales and finance teams gain a connected view of customers, orders, and financial data. By automating the flow of information between both systems, organizations can reduce manual processes, improve data accuracy, and accelerate business operations. The result is greater efficiency, better collaboration, and the real-time visibility needed to make faster, more informed decisions.

Finance leaders gain greater visibility into revenue, receivables, profitability, and customer activity without switching between multiple applications or relying on spreadsheets. By synchronizing Salesforce CRM with Gravity Software, organizations establish a single source of truth for customer and financial information across sales and finance.

Faster Quote-to-Cash

Move customer information seamlessly from sales to finance.

Real-Time Customer Information

Keep CRM and accounting records synchronized automatically.

Improved Cash Flow

Generate invoices faster after opportunities close.

Reduced Errors

Eliminate duplicate data entry and inconsistent customer records.

Better Reporting

Combine CRM activity with financial reporting for improved executive visibility.

Flexible Automation

Create custom workflows using Microsoft Power Automate without complex coding.

Explore more Microsoft accounting resources

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Whether you're evaluating Salesforce CRM integration, exploring accounting software that connects with Salesforce, or looking to automate financial workflows, these resources can help. Explore product information, customer success stories, and expert guidance on integrating Salesforce CRM with accounting, reporting, automation, and business intelligence using Gravity Software.

Power Automate Integration

Learn how Microsoft Power Automate connects your business applications and automates repetitive workflows.

Microsoft 365 Integration

Discover how Gravity Software integrates with Microsoft 365 to improve productivity and collaboration.

Multi-Entity Accounting

Explore how Gravity simplifies accounting, consolidations, and reporting across multiple entities.

CRM

See how Gravity integrates with CRM solutions to streamline financial management and improve data visibility.

Watch Demo Highlights

Get a quick overview of Gravity Software's key features and how it helps growing organizations streamline financial management.

Frequently asked questions

Choosing the right CRM and accounting integration is an important decision. Below are answers to some of the most common questions about connecting Salesforce CRM with Gravity Software using Microsoft Power Automate, including how the integration works, what can be automated, and the business benefits organizations can expect.

How does Gravity integrate with Salesforce?

Gravity Software integrates with Salesforce CRM using Microsoft Power Automate, enabling organizations to automate the flow of information between their CRM and accounting system. Customer records, invoices, payments, approval workflows, and other business processes can be synchronized automatically, eliminating duplicate data entry and reducing manual effort. By connecting Salesforce with Gravity Software, sales and finance teams work from the same accurate, up-to-date information, improving collaboration, increasing operational efficiency, and providing greater visibility into the entire customer lifecycle—from opportunity through payment.

What Salesforce data can be synchronized?

Using Microsoft Power Automate, organizations can automate the synchronization of customer records, contacts, invoices, payments, sales opportunities, approval requests, and other business information between Salesforce CRM and Gravity Software.

Because the integration is built using Microsoft Power Automate, workflows can be tailored to meet your organization's unique business processes. This flexibility allows companies to automate routine tasks, reduce manual data entry, improve data accuracy, and ensure information is consistently shared between Salesforce CRM and Gravity Software.

Does the integration require custom programming?

Most Salesforce integrations can be built using Microsoft Power Automate's low-code platform, significantly reducing the need for traditional software development. Organizations can create automated workflows using visual tools while adapting integrations to their unique business requirements. More advanced scenarios can also be supported when additional customization is needed. This flexible approach allows businesses to automate processes faster, simplify ongoing maintenance, and easily modify workflows as operational needs evolve without rebuilding the entire integration.

Can I automate invoice creation from Salesforce?

Yes. Many organizations automate invoice creation when opportunities are closed, orders are approved, or other predefined business events occur within Salesforce CRM. By integrating Salesforce with Gravity Software through Microsoft Power Automate, invoice information can flow directly into your accounting system without manual intervention. Automating this process helps accelerate quote-to-cash, reduce administrative work, improve billing accuracy, and ensure finance teams can generate invoices more quickly while maintaining consistent customer and financial records.

Can Salesforce integrate with multi-entity accounting?

Yes. Gravity Software's native multi-entity accounting capabilities allow organizations managing multiple companies, locations, or business units to integrate Salesforce CRM with a centralized financial management system. Sales teams can continue working within Salesforce while finance teams consolidate financial data, automate intercompany processes, and produce organization-wide reporting from a single platform. This approach improves visibility across the business, reduces complexity, and supports scalable growth without requiring separate accounting systems for each entity.

Is the integration secure?

Yes. Gravity Software is built natively on the Microsoft Power Platform and leverages Microsoft's enterprise-grade security, identity management, and cloud infrastructure. Integrations using Microsoft Power Automate benefit from secure authentication, encrypted data transmission, role-based access controls, and Microsoft's ongoing compliance and security investments. Organizations can confidently automate financial and operational workflows while maintaining strong governance over sensitive business information. This secure foundation helps businesses scale integrations while protecting customer, financial, and operational data across connected systems.

Salesforce CRM Integration with Gravity Software

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