Skip Navigation or Skip to Content
Inbound FinTech is now Evara. Same expertise, sharper focus. Discover what's next →
Search icon
Light mode icon
Dark mode icon
Search icon
Light mode icon
Dark mode icon
Book a Meeting

Salesforce Integrations

Salesforce integrations built for financial services.

Your revenue teams only trust Salesforce when it mirrors reality - and that means connecting it cleanly to the systems you already run. Evara builds configurable, two-way Salesforce integrations for financial services and fintech firms, mapping the objects and fields your teams depend on, with dedupe rules and compliance-aware data handling. From marketing and finance systems to telephony, support and data platforms, we make Salesforce your single source of truth - not another silo to reconcile.

Book a Consultation Browse integrations ↓

TRUSTED BY LEADING FINANCIAL SERVICES BUSINESSES

  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB
  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB

Salesforce Integrations

Find the integration you need

Search by tool or category, or browse the full list below. Each links to a detailed page on how we connect it to Salesforce.

Frequently asked questions

Common questions about Salesforce integrations

Evara connects Salesforce to the platforms financial services and fintech teams rely on - marketing automation, finance and ERP systems, plus telephony, support, e-commerce and data tools. Each is a configurable two-way sync with object and field mapping, dedupe rules and compliance-aware data handling. Browse the grid above, or explore our platforms migration and integration services.

We map the objects and fields your sales, marketing and service teams depend on, then sync them between Salesforce and your other system - one-way or two-way, in real time or on a schedule. Dedupe rules, error handling and monitoring keep the data clean, so Salesforce becomes a single source of truth rather than another silo. It is underpinned by sound CRM and technology architecture.

The grid covers the platforms we are asked for most, but it is not the limit. Where a native connector does not exist or cannot cover your logic, we build bespoke integrations against your tool's API - including custom objects and workflows - as part of our custom apps and development work. Tell us what you run and we will scope the right approach.

Yes. We design every integration around your regulatory perimeter - least-privilege access, encrypted transfer, controlled field mapping and clear audit trails - so sensitive data is handled appropriately. Compliance-aware data handling is built in from the start, not bolted on, drawing on our wider Salesforce services for financial services and fintech firms.

GET IN TOUCH

Start the Conversation.

Connecting Salesforce to the tools your teams already use - marketing, finance, telephony, support and more? As a Salesforce partner for financial services and fintech, Evara builds secure, reliable integrations for regulated firms. No obligation, no hard sell - just a clear, honest conversation. Book a consultation and we'll map the right approach.

Book a Consultation

No obligation. Response within 1 business day.