Salesforce

Webgility provides accurate accounting, eliminated manual data entry, and automated operations for Salesforce users.

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No software installations or credit card required.

Integrate Salesforce with Webgility

How Webgility integrates with Salesforce

Simplify your Salesforce accounting processes

Simplify your Salesforce accounting processes

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

Optimize your operations workflow

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

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.

Key benefits

Up-to-date business financials
Up-to-date business financials

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

No more manual data entry
No more manual data entry

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

Cash flow is visualized and optimized
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.

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
Requirements
Salesforce account
(multiple options based on business needs)

ACCOUNTING PLATFORM

QuickBooks, Xero, or Netsuite

Put your ecommerce accounting on autopilot?
Are you ready to put your ecommerce accounting with
Salesforce on autopilot?

Take Webgility for a spin FREE for 15 days.
No software installations or credit card required.

GET STARTED

or Request a Demo

“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
“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

Webgility integrates with major ecommerce platforms,
marketplaces, payment processors and shipping solutions.

VIEW ALL INTEGRATIONS
Webgility Ecommerce Integrations