Integrate weclapp with Salesforce Sales Cloud: simple, fast, secure

Would you like to have consistent and accurate customer data in weclapp and Salesforce Sales Cloud at all times without any IT projects? That’s exactly what MARINI is for.

Data integration made simple

With MARINI, the integration of weclapp and Salesforce Sales Cloud is ready to use in just a few days and grows flexibly with your requirements.

HubSpot Logo – CRM Platform Integration
SAP C4C Logo – CRM Integration
  • Simple: The intelligent no code interface makes integrations immediately transparent and controllable and includes logs, monitoring, and alerts.
  • Fast: Changes are synchronized in real time between weclapp and Salesforce Sales Cloud. Your company benefits right away from consistent data.
  • Secure: EU based GDPR compliant hosting, ISO certified data centers, and governance mechanisms provide maximum reliability.

And the best part: we handle the integration for you. Our experts set up your weclapp Salesforce Sales Cloud interface on your behalf or together with your team.

Important note: The video shows the integration of HubSpot with SAP C4C. Of course, connecting to weclapp with Salesforce Sales Cloud and many other systems is also possible.

Have you ever been in this situation: Your sales team works in Salesforce, your ERP runs in weclapp – and in between, there’s chaos?

weclapp is a cloud ERP for small and medium-sized businesses with integrated inventory management, accounting, and CRM. Salesforce Sales Cloud is the leading enterprise CRM platform for sales and pipeline management. Both systems have clear strengths, but without connection, data silos, manual work, and errors emerge.

The weclapp Salesforce Sales Cloud Integration connects ERP and CRM in real-time: customer master data, opportunities, orders, invoices, and products flow bidirectionally. Sales works in Salesforce with current prices and delivery status, Finance sees in the ERP what sales is selling. One system, one truth.

What does the integration deliver for you concretely?

When weclapp and Salesforce work together, more happens than just data exchange. Here are six use cases that show immediate impact:

Synchronize customer master data – bidirectionally. Accounts in Salesforce and customers in weclapp stay automatically in sync. Address changes, new contacts, payment terms: Everything updated in one place, available everywhere. No more duplicate maintenance.

Opportunities become orders – without copy-paste. A won opportunity in Salesforce automatically triggers an order in weclapp. Products, quantities, prices, discounts, delivery addresses: Everything transferred. Your sales team sells, your ERP processes, without media breaks.

Display invoice status in real-time in CRM. Your sales team sees directly in Salesforce whether a customer has open invoices, whether delivery has been made, whether there’s payment delay. Proactive customer communication instead of embarrassing inquiries to Finance.

Provide products and prices from ERP. Salesforce takes over article master data, price lists, and availability from weclapp. Your sales team creates quotes with real prices, not with Excel estimates. Fewer inquiries, fewer errors, faster quotes.

Synchronize inventory levels and delivery status. Sales knows what’s available, when reproduction happens, where an order stands. Customers receive reliable delivery dates, instead of “I’ll get back to you tomorrow”.

Align pipeline data with ERP numbers. Forecasts in Salesforce meet actual bookings in weclapp. You see where projection and reality diverge and can countersteer earlier.

From Integration to Results

The use cases on this page are not theoretical, but implementing them requires experience. You can set up integration and data management yourself through MARINI’s no-code interface, or have our team configure it for you. For implementation in your systems, we work collaboratively with you and your service providers. If you don’t yet have a suitable service provider, we’re happy to recommend an appropriate partner from our network.

Andreas Gozian, Chief Sales Officer at MARINI

Why the integration is strategically important

For: C-Level, Management, Business Development

Accelerate processes, reduce costs. Without integration, your employees spend time on data transfer, inquiries, and error correction. With the connection, this runs automatically. You invest this time in customer relationships, acquisition, or product development. ROI visible after just a few weeks.

Scale without additional headcount. Growth means more orders, more customers, more complexity. Manual processes don’t scale. An integrated ERP-CRM landscape does. You grow without building up staff linearly.

Make decisions based on real data. When sales and finance have different numbers, every strategic discussion becomes a matter of belief. With synchronized systems, you work with one data foundation: forecast, pipeline, actual revenue, open receivables. Clear control instead of gut feeling.

How the integration changes your daily work

For: Marketing, Sales, Customer Success, Operations

Sales works with real data. Imagine you open an account in Salesforce and see immediately: last invoice, open items, delivery status, previous revenue. You call the customer without having to ask three colleagues first. You’re prepared, you appear competent.

Create quotes in minutes instead of hours. You pull products from ERP directly into CRM, prices are current, discounts are rule-based. No copy-paste from Excel, no “I’ll send it to you tomorrow”. Customers get quotes during the conversation.

Communicate delivery status proactively. You see in Salesforce that a delivery is delayed. You call the customer before they call you. That’s the difference between “they have it under control” and “they have no clue”.

Upselling at the right time. You recognize when a customer reorders, which products they prefer, where their budget is. Marketing and sales pass the ball to each other instead of working past each other.

How the integration works technically

For: IT, Development, System Architects, Admins

REST APIs, bidirectional, no custom code needed. weclapp offers a REST API for customers, articles, orders, invoices, inventory levels. Salesforce delivers REST, SOAP, Bulk, and Streaming APIs. MARINI connects both sides with pre-configured adapters. You don’t need to develop anything, no need to write Apex Triggers.

Real-time or batch – you choose. Some data you need immediately (order status), others can be synchronized at night (product catalogs). MARINI supports both: event-based synchronization via webhooks or time-controlled batches.

Configure field mapping and transformations visually. Accounts in Salesforce are called customers in weclapp. Opportunity Stage must be mapped to weclapp status. Custom fields must be transformed. This happens in a no-code interface, without code deployment.

Detect and resolve conflicts. What happens when the same record is changed in parallel in both systems? MARINI detects conflicts, logs them, offers strategies (leading system, timestamp-based, manual). You maintain control without groping in the dark.

Maximum Security and Stability

Business-critical data deserves maximum reliability. At MARINI, security isn’t an add-on—it’s our lived standard. Our security architecture at a glance:

  • GDPR-compliant and legally secured (including Swiss revDPA)
  • ISO 27001-certified data centers
  • Multiple daily backups across multiple locations
  • Incident response and recovery plans
  • Continuous monitoring and personal tech support

This keeps your central data infrastructure stable, protected, and scalable at all times. Together, we’ll find the right integration and tailor it precisely to your requirements.

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Frequently asked questions about weclapp Salesforce Integration

Typically, customers (Accounts), contacts (Contacts), opportunities, orders (Sales Orders), invoices (Invoices), articles (Products), price lists (Price Books), and inventory levels are synchronized. Custom Attributes and Custom Objects can also be integrated, depending on your requirements.

The interface is fully configurable bidirectionally. You decide which data flows in which direction. Some objects are led by Salesforce (Opportunities), others by weclapp (Invoices). MARINI supports both directions simultaneously, with conflict resolution.

That depends on your process. Often Salesforce is leading for sales contacts and pipeline, while weclapp is leading for accounting, delivery addresses, and payment terms. MARINI allows you to define the leading system per object or even per field.

Yes. Salesforce Custom Objects and weclapp Custom Attributes can be synchronized via MARINI. You define the mapping visually, MARINI handles the technical implementation. No development needed.

That depends on your configuration. Real-time synchronization is possible via webhooks (changes are transmitted within seconds). Alternatively, you can use time-controlled synchronization (e.g., every 15 minutes or at night). MARINI supports both modes.

MuleSoft belongs to Salesforce and is a comprehensive enterprise iPaaS, often with high complexity and long implementation times. MARINI focuses on concrete use cases: faster implementation, simpler configuration, transparent monitoring. You get an integration that works without months-long projects.

The integration of our marketing automation (Evalanche) and Salesforce via MARINI takes our data quality to a new level and provides the basis for successful account-based marketing.

Tobias Henneke
Tobias Henneke
Marketing Data Analytics & Transformation Lead
Forvis Mazars

With MARINI, we use a reliable interface between our existing ERP system and HubSpot. The data exchange works seamlessly and delivers tangible added value in our day-to-day operations. We are particularly impressed by the platform’s clear structure as well as the direct and straightforward communication with the support team.

Bild von Shane Bauser, Performance Marketing Manager
Shane Bauser
Performance Marketing Manager
Alber GmbH

MARINI is our preferred partner for HubSpot integrations into complex system landscapes—technically strong, reliable, and ideal for joint projects.

Oliver Schneeberger
Oliver D. Schneeberger
CEO
itelligy - digital experts GmbH & Co. KG

From Data to Growth

We support you in integrating weclapp and Salesforce Sales Cloud. Personalized. Tailored to your goals.