CRM
Salesforce
Accounts, opportunities and closed-won deals synchronised with the G1 customer record, so credit position and pipeline sit together.
Where this actually stands
On requestOn request
Not built. We will build it for a business that needs it, usually alongside the work that made it necessary — and we will tell you what that costs before you commit.
Connection type
Two-way sync
Records are kept in step in both directions, with one side agreed as the system of record for each field so nothing fights.
What it would do
Salesforce, connected.
One customer identity across sales and finance.
G1 does not ask you to replace a system that works. Where a connection exists, the point of it is to remove the person in the middle — the weekly export, the re-key, the spreadsheet that reconciles two tools that should have agreed in the first place.
Sales and finance describing the same customer differently is a daily cost. Connecting the CRM keeps one identity across the business.
Every categoryModules it feeds
- CustomersIn developmentOne customer record, whichever part of the business is looking.
- CRMPlannedThe customer relationship, connected to the customer ledger.
- DealsPlannedPipeline with the numbers a finance team would recognise.
- Accounts receivableAvailableInvoices out, cash in, and a clear view of who owes what.
A connector is only as useful as the module reading it. Where the module is still in development, the connector waits for it.
CRM
Others in the same category.
- On requestExplore
Two-way sync
HubSpot
Keep HubSpot and the customer ledger in step.
- PlannedExplore
API
Pipedrive
Pipeline data into the revenue forecast.
- PlannedExplore
API
Zoho CRM
Customer and deal records aligned with the ledger.
Names listed here are trademarks of their respective owners and appear only to describe compatibility and connection plans. No partnership, endorsement or affiliation is implied, and no third-party logos are used anywhere on this site.
Connect what you already use
Tell us how Salesforce is used where you are.
What matters is not the connector — it is the work it removes. Describe the manual step and we will tell you whether a connection actually fixes it.