Integrate Salesforce, QuickBooks, and Your Online Stores

Improve your e-commerce customer service by connecting all of your essential business systems, including Salesforce.

Run your business from one location and easily stay in touch with your customers. Now, with a click of a button, you can put your customer information to work and take action on promotions, coupons, discount offers, and repeat customer incentives by integrating Unify with Salesforce. You’ll know who’s buying what and when across all channels. We make it easy to communicate with the very people who’ve helped build your business.

Salesforce CMR Intergration

CRM Integration - Enterprise Edition

  • Automatically sync order data between multiple sales channels, QuickBooks or NetSuite accounting, and Salesforce CRM
  • Centralize customer information across all stores, marketplaces, and platforms, avoid duplication, and ensure an accurate purchase history is recorded in Salesforce
  • Track all your customer's information and order history in Salesforce to improve your services and marketing

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small business customer report

Customer Reports

  • See a report of your top performing customers and repeat buyers across all sales channels
  • Learn more about how, on what channels, when, and why your customers buy
  • Keep order-level notes—across all of your sales channels—about customer interactions, discounts and promotions, and other important details
  • Improve customer satisfaction

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Unify customer review
This nifty app is now saving me many hours of manual entry each month. Thanks to Unify, I get to spend more time
in my studio.
—LothLorien Stewart, Mostly Sweet Jewelry
Unify customer review
I am now able to spend more time focusing on growing my business than manually entering transactions from my sales channels. Unify is a great product.
—Chris K. Haley, NestedUniverse.com
Unify customer review
Easy as pie to use and super intuitive for eBay users of all sizes. A+ all the way!
—Scott Rodas, Socky & Jamie
Unify customer review
For the past 10 months we have been using Unify with three stores—the time we save with our books is remarkable.
—Edward Pittman, The Kershaw Store
Unify customer review
I love using Unify to integrate our Shopify sales
with QuickBooks!
—Louisa Kimble, Torchlight Jewelry

Get started with Unify

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