- First, you need to register in ApiX-Drive
- Choose what data to transfer from Salesforce CRM to Finmap
- Turn on auto-update
- Now the data will be automatically transferred from Salesforce CRM to Finmap
Integration Salesforce CRM + Finmap
Connect Salesforce CRM and Finmap via web interface in 5 minutes, without programmers and special knowledge.
Create integration of Salesforce CRM and Finmap yourself, without programmers
Other available integrations
Salesforce CRM (245 available connectors)
Finmap (163 available connectors)
Without restrictions
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Automation capabilities of
Salesforce CRM and Finmap
Configure the rules once, according to which the systems will work.
Transmit data at specified intervals from Salesforce CRM to Finmap.
Transmit data at specified intervals from Salesforce CRM to Finmap.
Data source: Salesforce CRM, available actions:
- Get ACCOUNTS (modified)
- Get ACCOUNTS (new)
- Get POSSIBILITY (modified)
- Get POSSIBILITY (new)
- Get POSSIBILITY by stage (new)
- Get TASKS (modified)
- Get TASKS (new)
- Get ORDERS (modified)
- Get ORDERS (new)
- Get ORDERS by stage (new)
- Get COMPANIES (modified)
- Get COMPANIES (new)
- Get CONTACTS (modified)
- Get CONTACTS (new)
- Get LEADS (modified)
- Get LEADS (new)
- Get LEADS by stage (new)
Data receiver: Finmap, available actions:
- Add TRANSFER
- Add RECEIPT
- Add COST
F.A.Q. on integration of Salesforce CRM and Finmap
How is integration of Salesforce CRM and Finmap carried out?
How long does the integration take?
Depending on the system you want to integrate, the setup time may vary from 5 to 30 minutes. On average, it takes 10-15 minutes.
How much does it cost to integrate Salesforce CRM with Finmap?
You don't need to pay for the integration, as all the functionality is available at all plans. You pay only for the amount of data transferred from one of your systems to another through our service. If you have a small amount of data per month, you can use a free plan and switch to a paid one, if necessary. More information about plans .
How many integrations are available in Apix-Drive?
At the moment, we have 268+ integrations beside Salesforce CRM and Finmap
Information about Salesforce CRM
The Salesforce CRM CRM platform offers users a range of solutions for customer relationship management, team customization, as well as marketing automation, analytics, customer service, and self-service application development. The company, which was founded in the United States in 1999, estimates that more than 150,000 companies worldwide are using its capabilities, including retailers, the financial sector, transportation companies, government and charitable organizations, and more. More
Information about Finmap
Finmap service specializes in the automation of management accounting and financial management of client companies. Users can choose between several tariff plans, and a seven-day free trial period is also available. Finmap offers tools for conducting transactions, filling out documents, building reports, planning and budget control, etc. Operations in multiple currencies are supported. The service offers ready-made API integrations with 1C, Bitrix24 and amoCRM, integrations with other systems are also available. More
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