System Integration & API Services
Connect Salesforce with your entire business ecosystem. Expert integration services for HubSpot, financial planning tools, DocuSign, and any third-party system. Built for financial services compliance and scale.
Comprehensive Integration Capabilities
Full-spectrum integration expertise from simple point-to-point connections to complex enterprise orchestration
API Integration
RESTful and SOAP API connections with real-time or scheduled synchronization
Data Migration
Secure data transfer from legacy systems with validation and rollback capabilities
Real-Time Sync
Event-driven architecture for instant data updates across platforms
Security & Compliance
Enterprise-grade security meeting SEC, FINRA, and GDPR requirements
Middleware Solutions
iPaaS platforms like MuleSoft, Workato, and Boomi for complex integrations
Custom Development
Tailored integration solutions for unique business requirements
Specialized Integration Solutions
Pre-built integration patterns for common financial services technology stacks
Salesforce-HubSpot Integration
Bi-directional sync between Salesforce CRM and HubSpot Marketing Hub for unified lead management and marketing automation.
Financial Planning Integration
Connect Salesforce with portfolio management systems like Orion, eMoney, and MoneyGuidePro for comprehensive wealth management.
DocuSign Integration
Streamline document workflows with automated signature requests, status tracking, and document storage in Salesforce.
API Integration Services
Custom API development for connecting Salesforce with any third-party system or legacy application.
Middleware & iPaaS
Enterprise integration platforms for complex multi-system orchestration and business process automation.
Why Integrate Your Systems?
Transform your operations with seamless data flow across your technology ecosystem
Eliminate manual data entry across systems
Reduce errors from duplicate data maintenance
Enable real-time business insights and reporting
Accelerate business processes and workflows
Maintain regulatory compliance and audit trails
Improve data accuracy and consistency
Platforms We Integrate
Proven integration patterns for the most common financial services technology stacks
HubSpot Marketing/Sales/Service Hub
Orion Advisor Services
eMoney Advisor
MoneyGuidePro
DocuSign & Adobe Sign
QuickBooks & Xero
Slack & Microsoft Teams
Tableau & Power BI
AWS & Azure Services
Custom Legacy Systems
Don't see your platform? We integrate with virtually any system that has an API.
Discuss Your Custom IntegrationFrequently Asked Questions
Common questions about system integration and API services
What types of systems can you integrate with Salesforce?
We integrate Salesforce with virtually any system including CRM platforms (HubSpot, Marketing Cloud), financial planning software (Orion, eMoney, MoneyGuidePro), document management (DocuSign, Adobe Sign), accounting systems (QuickBooks, Xero), portfolio management platforms, communication tools (Slack, Teams), and custom legacy systems. Our expertise spans REST APIs, SOAP services, flat file integrations, and real-time event-driven architectures.
How do you ensure data security during integration?
We implement multiple security layers including encrypted data transmission (TLS 1.2+), field-level encryption for sensitive data, OAuth 2.0 authentication, IP whitelisting, audit logging of all data transfers, and compliance with SEC, FINRA, and GDPR requirements. All integrations undergo security audits and penetration testing before production deployment.
What is the typical timeline for a system integration project?
Timeline varies by complexity: Simple point-to-point integrations (single object sync) take 2-4 weeks. Medium complexity projects (multiple objects, basic transformations) require 6-8 weeks. Complex enterprise integrations (multiple systems, custom middleware, business logic) need 3-6 months. We provide detailed timelines during discovery after mapping requirements, data volumes, and technical constraints.
Do you use integration platforms like MuleSoft or custom code?
We recommend the best approach for each scenario. For enterprise-scale integrations, we use iPaaS platforms like MuleSoft, Workato, or Boomi for maintainability and monitoring. For simpler integrations, we use Salesforce native tools (Platform Events, External Services) or custom Apex code. Our recommendations balance total cost of ownership, scalability requirements, and technical complexity.
How do you handle data mapping and transformation?
We follow a structured 5-phase approach: (1) Data inventory and profiling to understand source/target structures, (2) Business rules documentation with stakeholders, (3) Mapping specification with field-level detail and transformation logic, (4) Validation rules and error handling design, (5) Testing with production-like data volumes. We document all mappings in shareable specifications for future maintenance.
What ongoing support do you provide after integration deployment?
All integrations include 30-day warranty support for adjustments and bug fixes. We offer three ongoing support tiers: Basic (quarterly health checks, monitoring), Standard (monthly reviews, proactive optimization, priority support), Enterprise (dedicated integration specialist, 24/7 monitoring, SLA-backed response times). Most clients opt for Standard support for predictable ongoing costs.
Ready to Connect Your Systems?
Let's discuss your integration requirements and design a solution that scales with your business