🗂️ Navigation
🔧 DBSync Cloud Workflow

DBSync Cloud Workflow

iPaaS for Business Application Integration.

Visit Website →

Overview

DBSync Cloud Workflow is an Integration Platform as a Service (iPaaS) that helps businesses connect their cloud applications. It is particularly well-known for its integrations between CRM systems like Salesforce and accounting software like QuickBooks and Microsoft Dynamics GP. The platform allows users to automate workflows and synchronize data, helping to streamline business processes.

✨ Key Features

  • Pre-built templates and connectors
  • Visual workflow designer
  • Data mapping and transformation
  • Error handling and alerts
  • Batch and real-time integration
  • Database and file integration

🎯 Key Differentiators

  • Strong focus on CRM and accounting/ERP integration
  • Plug-and-play nature with many pre-built templates for common pairs
  • Cost-effective solution for small to medium-sized businesses

Unique Value: Provides an easy and affordable way to connect popular CRM and accounting applications, automating key financial workflows for small and medium-sized businesses.

🎯 Use Cases (4)

Integrating Salesforce with QuickBooks for automated invoicing Syncing customer and order data between a CRM and an accounting system Automating the quote-to-cash process Migrating data between different CRM or accounting systems

✅ Best For

  • Automatically creating an invoice in QuickBooks when an opportunity is marked 'Closed Won' in Salesforce.
  • Syncing customer account information between Microsoft Dynamics 365 CRM and Microsoft Dynamics GP.
  • Integrating Shopify orders into a backend accounting system for financial reconciliation.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Complex, API-led enterprise integration strategies
  • Building embedded, customer-facing integrations
  • Users needing a very broad library of modern SaaS connectors

🏆 Alternatives

Celigo Boomi Workato

DBSync offers deep, pre-configured templates for specific CRM-accounting pairs (like Salesforce-QuickBooks) that can be faster to set up than building the same logic from scratch on a general-purpose platform.

💻 Platforms

Web

🔌 Integrations

Salesforce QuickBooks Microsoft Dynamics 365 NetSuite Shopify Sage

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Varies by plan tier)

🔒 Compliance & Security

✓ SOC 2 ✓ HIPAA ✓ BAA Available ✓ GDPR ✓ SSO ✓ SOC 2

💰 Pricing

Contact for pricing
Free Tier Available

✓ 14-day free trial

Free tier: Basic features, limited support

Visit DBSync Cloud Workflow Website →