Are you a salesperson or account manager who kills it with Salesforce but wants easy access to data stored in your database? Maybe you rely on your tech team to do proper data pipelines to feed relevant data to Salesforce. Or maybe someone from another team sends you weekly excel reports and you then have to toggle between Salesforce and this excel report.
Simplify this process and do it all yourself with a codeless integration between MySQL and Salesforce
I’ve outlined my favorite 4 tools to help save you time!
Zapier is one of the leading tools in no-code and it’s very easy to set up a codeless integration between MySQL and Salesforce. You create triggers (When ‘abc’ happens..) and actions (then ‘xyz’ happens). This could look something like When a ‘New Row’ is created in MySQL then Create a ‘New Lead’ is created in Salesforce. You can do these triggers & actions (called zaps) in both directions (from MySQL to Salesforce and vice versa).
You’ll need to create a bunch of these zaps though. One for each specific trigger for specific objects and fields. You’d create one for “new leads” “updated leads” “new contact” “updated contact” or “new column” “updated column” “new row” “new column” etc.
This can be a bit tedious.
(disclaimer: the author of this post works at Actiondesk)
With Actiondesk you can skip all these triggers and replicate your MySQL data into Salesforce, edit or transform it and push it right back.
In Actiondesk’s spreadsheet interface, you can transform your data so it’s meaningful: You’ll be able to turn a massive amount of raw data (i.e. list of orders) into something meaningful for the sales team (i.e. the number of transactions in the past 30 days per customer).
(You can use your spreadsheet skills to also apply filters, functions, and expressions to Salesforce or SQL data before pushing it anywhere. Maybe you only want certain data moved to SQL or Salesforce or want to do some Lookups from MySQL before merging that and putting it into Salesforce)
Actiondesk integrates with other tools too; you can move MySQL data easily to Google Sheets and back, or Salesforce to Google Sheets. If you have another tool like Hubspot, Pipedrive, Stripe, Gmail, or MailChimp (or any other CRM) you can connect those tools too.
Actiondesk’s main priority is to save its customers time, so forget tediously switching between applications. Actiondesk lets you gather and control all your data in one place.
Skyvia allows you to create a bi-direction synchronization between your database and Salesforce. You can also use “complex mathematical and string operations and conditions for mapping data” as it notes on the website.
DB Sync’s main focus is creating a 2-way sync between your database and Salesforce so all the information is live and accurate on both platforms. If you’re a big SQL nerd and prefer using SQL to edit and search for things, then this is the tool for you. You can edit anything in your database and it will sync to Salesforce.
I hope you find one of these tools useful! If you’re interested in using Actiondesk as a solution, click here.
The original article was posted on Actiondesk’s blog here.