How Webgility integrates with Salesforce

Simplify your Salesforce accounting processes

Do less accounting busywork by integrating your Salesforce account with QuickBooks and watch your ecommerce transactions automatically post to your accounting platform.

Optimize your operations workflow

Automating your accounting boosts accuracy and saves time, so you’ll eliminate the errors and inefficiencies that are holding your business back from reaching its full potential.

Automate your other business processes

Webgility isn’t limited to automated accounting. Purchasing, fulfillment, returns, refunds, and shipping workflows can be enabled so you can spend your time focused on growth.

About Salesforce

Salesforce is the world’s #1 customer relationship management (CRM) platform. It helps your marketing, sales, commerce, service and IT teams work as one from anywhere — so you can keep your customers happy everywhere.

Category
  • CRM
Compatibilities
Salesforce account
(multiple options based on business needs)
ACCOUNTING PLATFORM

QuickBooks

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GetApp
Magento
Quickbooks
Shopify
Trust Radius

Up-to-date business financials

Webgility posts Salesforce fees and other ecommerce
expenses in near-real time so your books stay current.

Up-to date business financials

No more manual data entry

Data is captured securely from Salesforce and your sales channels
and flows into your accounting platform without manual effort.

No more manual data entry

Cash flow is visualized and optimized

Income and expenses are tracked automatically so you have
better visibility into your cash flow for each sales channel.

dashboard

More than 5000 customers trust Webgility to navigate the ecommerce fastlane

  • $8.25B+

    GMV processed
    annually

  • 100M+

    Orders processed
    annually

  • 50+

    Integrations
    available

  • 99%

    Customer support
    satisfaction score

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“We’ve been able to pinpoint areas of improvement internally by seeing the number of orders, knowing who processed them and glean live insights on our KPIs.”

— Marc Vasquez Ecommerce Manager, Discount Hydraulic Hose

Discount Hydraulic Hose
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“Before Webgility, it took at least ten minutes per order to manually process everything. Now it all happens instantly, and we never touch the data, eliminating human error

— Taggart Spenst, Marketing & Ecommerce Sales Manager, Club Ride Apparel

Club Ride Apparel

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