Salesforce - Brightpearl Integration
View ongoing sales accurately cross-platform
Our Salesforce integration with Brightpearl has been designed to ensure merchants are able to view their ongoing sales accurately on both platforms. Whether using Salesforce primarily as a CRM, or for post-purchase Marketing Automation, all sales opportunities are synced across Salesforce and Brightpearl.
Current and complete sales data is available to view on both platforms with customers, products, sales orders and sales order updates fully synchronised from your original point of data input. Order personalisation is also included and sales orders can be fed through at any point in the sales pipeline process, depending on your specific requirements.
Customer Record Creation
Product Creation & Linking
Sales Order & Payment
Sales Order Update
Order Status Update
Shipment tracking details
After shipment (sales credit creation)
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