Automate workflows, sync data, and unlock insights for improved business efficiency
Streamlined data synchroization
Keep your accounting and CRM systems perfectly aligned with automated workflows.
Enhanced reporting and analytics
Unlock powerful insights by combining financial and customer data.
Customizable workflows
Tailor integrations to fit your unique business needs with Power Automate.
Simplify operations with seamless integration
Managing financial and customer data across different platforms can be a challenge for growing businesses. Gravity Software's integration with Salesforce, powered by Microsoft Power Automate, bridges the gap between your accounting and CRM systems. This seamless connection enables businesses to streamline operations, improve decision-making, and reduce manual tasks.
With Power Automate, users can create workflows that automatically sync critical data like invoices, payments, and customer information between Gravity Software and Salesforce. This ensures your teams always have access to accurate, up-to-date information in both systems. Whether you're tracking sales, managing accounts receivable, or running multi-entity operations, this integration simplifies the process and saves time.
The integration also empowers businesses with actionable insights. By uniting your financial and customer data, you can generate dynamic reports that reveal trends, opportunities, and areas for growth. Plus, with customizable workflows, the integration is flexible enough to adapt to the unique needs of any business, enabling better collaboration and efficiency across teams.
Take control of your financial and CRM data with Gravity Software's Salesforce integration. It's the smart solution for businesses ready to scale.
More great features you'll love
Multi-Entity
Manage your company’s entities or subsidiaries in one system without logging in and out of other databases.
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Bank Book Management
Effortlessly match and reconcile transactions across all your bank accounts.
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Reporting
Discover how Gravity Software's Advanced Financial Reporting can empower your decision-making with real-time insights and customized reports.