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

Integration provides:

Scope Review

Customer Record Creation

Product Creation & Linking

Sales Order & Payment

Sales Order Update

Before shipment

Order Status Update

Shipment tracking details

Order Cancellation

Before shipment

Order Cancellation

After shipment (sales credit creation)

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For more comprehensive systems integrations, system architecture will guide your team through the evolution of your business system set-up.

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