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How to connect Microsoft SQL Server + Salesforce CRM

Onlizer provides you with all required tools to setup connection and send info between Microsoft SQL Server and Salesforce CRM automatically. You can build and customize integrations fast using visual builder - no code required.

1

Connect

Securely connect Microsoft SQL Server and Salesforce CRM accounts

2

Integrate

Customize your Microsoft SQL Server to Salesforce CRM integration

3

Launch

Run automation Microsoft SQL Server + Salesforce CRM online in 1 click

4

Enjoy

Cost and time savings with endless no-code abilities

Onlizer Studio

Create customized individual integration of Microsoft SQL Server to Salesforce CRM with flexible, easy to use, no-code and low-code tools

Onlizer Studio integrates Microsoft SQL Server and Salesforce CRM with powerful visual API connectors and allows to build hi-customized individual automated solutions. With fast setup, secure services connection and cost-optimized runtime Onlizer Studio automations make your business more efficient and provide new level of business processes quality.

Onlizer Studio integration setup

Best Solutions Grow Your Business Value

Our integration technology not only generates industry-leading long-term results, but results that are immediately demonstrable. Digital transformation and processes automation grants our customers advantage in competitive market and drive companies growth.
Check out some of our customers amazing results in the case studies below.

Inventory management and orders processing for BigCommerce and Zoho Books

Our customer: Leading supplier of electric scooters and bicycles in Canada and USA
Task: Automate inventory management and products sync for multi-warehouse and multi-SKU supplier operating in countries and regions with specific taxation and delivery rules
Solution: Implemented near-real-time custom solution for automated products, stocks, orders and invoices sync for Microsoft SQL Server, BigCommerce and Zoho CRM

  • 20%

    Increased monthly revenue due to better stocks management

  • 300%

    Increased customers satisfaction due to better orders processing

  • x3

    Reduced cost of software and infrastructure

  • x60

    Reduced delay for inventory and orders sync

Read more about integration case

Microsoft SQL Server + Salesforce CRM integration ideas

Support or submit Microsoft SQL Server and Salesforce CRM integration idea and we'll invite you to use it early for free! Our development team will reach you personally with estimation for this request. Also you can vote for most relevant suggestions below.

Сreate a ClickUp task from Salesforce
Upvote: 2

Explore Microsoft SQL Server and Salesforce CRM integration features

You can easy create integration for Microsoft SQL Server and Salesforce CRM using no-code builder and customize it to fit your needs with great amount of events and actions availalbe in API connectors

On item delete in Microsoft SQL Server

Activate event after item deleted from table

Try trigger Trigger
On item insert in Microsoft SQL Server

Activate event after new item inserted in table

Try trigger Trigger
On item update in Microsoft SQL Server

Activate event after existed item update in table

Try trigger Trigger
Account updated in Salesforce CRM

Trigger activates when existing account was updated in Salesforce

Try trigger Trigger
Object created in Salesforce CRM

Trigger activates when new object of selected type was created in Salesforce

Try trigger Trigger
Object updated in Salesforce CRM

Trigger activates when existing object of selected type was updated in Salesforce

Try trigger Trigger
Execute procedure with objects list return in Microsoft SQL Server

Execute procedure and returns array of results

Try action Action
Execute query with scalar return in Microsoft SQL Server

Execute query with scalar return

Try action Action
Execute query with data set return in Microsoft SQL Server

Execute query with data set return

Try action Action
Execute procedure without return in Microsoft SQL Server

Execute stored procedure without return value

Try action Action
Execute procedure with scalar return in Microsoft SQL Server

Execute stored procedure with single return value

Try action Action
Create record in Salesforce CRM

Creates new record of selected type in Salesforce

Try action Action
Get accounts in Salesforce CRM

Returns accounts list. Optionally can be filtered by field filter. Maximum 200 records per request

Try action Action
Get contacts in Salesforce CRM

Returns contacts list. Maximum 200 records per request

Try action Action
Create task for account in Salesforce CRM

Creates new task related to selected account

Try action Action
Create task for contact in Salesforce CRM

Creates new task related to selected contact

Try action Action

FAQ

Connect Microsoft SQL Server and Salesforce CRM in a few clicks and automate data exchange using no-code visual tools. Rich API connectors and optimized tools provide you with ability to fast setup integration for Microsoft SQL Server and Salesforce CRM to empower your workflow.
Integration usually is a very straight forward process that can be done in a few steps. First you need to connect Microsoft SQL Server and Salesforce CRM accounts. Then customize integration parameters using visual setup tools. Final step is to launch automation for Microsoft SQL Server to Salesforce CRM online with single click.
Onlizer no-code solutions make it feasible for users without programming expertise to connect Microsoft SQL Server and Salesforce CRM seamlessly, enabling synchronization between the two platforms with minimal effort.
Purpose of building integration is to automate actions in services like Salesforce CRM when event occured in Microsoft SQL Server or when data changed in Salesforce CRM to perform action in Microsoft SQL Server. Automated data exchange and custom actions allow reduce manual work and improve performance. Also, in most cases data exchange and sync can be implemented using event-driven or scheduled approach.
Yes, you can. Onlizer supports connection of multiple services like Microsoft SQL Server and Salesforce CRM to the same account. We do not limit count of connections but even encourage you to connect more services to make our solutions most useful at scale.
Using powerful API connectors modules and visual tools you can connect Microsoft SQL Server and Salesforce CRM with 300+ services like: