Roller <-> Salesforce
Automated Products, Accounts and Booking Opportunities from Roller to Salesforce
See how IntelliPaaS connects Roller and Salesforce to sync products, customers and bookings creating Products, Accounts and Opportunities automatically for a complete sales picture.
Why Deploy This Use Case
- Monitor Roller for new products, customers and bookings via the Roller adapter.
- Create Salesforce Products from Roller product records with matching details.
- Generate Salesforce Accounts whenever new customers are added in Roller.
- Turn Roller bookings into Salesforce Opportunities linked to the correct Account and Products.
- Present sales teams with real-time pipeline and revenue data based on actual bookings.
- Eliminate duplicate entry and keep CRM data clean, current and revenue-ready.
Unify your operations and sales pipeline - automate Roller to Salesforce syncing with IntelliPaaS.
Use Case Highlights
Product catalog sync
Roller products automatically become Salesforce Products for quoting and deals
Customer-to-account mapping
New Roller customers create Accounts ready for sales engagement.
Booking-driven Opportunities
Each booking appears as a Salesforce Opportunity with full line items.
Real-time pipeline accuracy
Revenue and pipeline reflect the latest booking activity without delay.
Reduced admin overhead
Automation removes manual CRM updates and reduces errors.
End-to-end visibility
Sales and operations share a single, trusted view of customers and revenue.
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