Integration · CRM

DynamxMFG + Salesforce

An enterprise CRM to MES bridge for manufacturers running Salesforce at scale. Deals, orders and production status in step.

What it does

Sales and production, finally in sync

Quotes become jobs

When a deal closes in Salesforce, production knows. Quotes turn into jobs without re-keying, so nothing is lost in the handoff between sales and the shop floor.

Built for Salesforce scale

For manufacturers running Salesforce across sales teams, the connector bridges enterprise CRM and shop floor MES without custom middleware.

Order status back in your CRM

Sales sees live production status against each order without walking the floor. Fewer chasing calls, and delivery promises customers can rely on.

What you can do

12 Salesforce operations built into your workflows

DynamxMFG connects to Salesforce through our Make automation layer. Make exposes 17 Salesforce operations in total; these are the ones that do real work in a factory. Each can be triggered by a live event on the shop floor.

TriggerWatch RecordsTriggers when a record is created or updated in an object.
TriggerWatch Record FieldsTriggers when a field has changed in an object.
TriggerWatch JobsTriggers when a bulk data job is created.
ActionCreate a RecordCreates a new record in an object.
ActionUpdate a RecordUpdates an existing record in an object.
ActionUpsert a RecordUpserts a record.
ActionDelete a RecordDeletes a record.
ActionGet a RecordGets a specified record in an object.
See all 12 operationsShow fewer
ActionCreate a JobCreates a new bulk data job.
ActionComplete/Abort a JobCompletes or aborts a job.
SearchSearch Records (SOQL)Lists or searches for records in an object using a filter or SOQL query.
SearchSearch Records (SOSL)Searches for records in an object using a SOSL query.

How it works

Set up with you, not left to you

Your Salesforce connection is configured during your 90 day onboarding.

1

Map your pipeline

We map your Salesforce pipeline stages, customers and orders to DynamxMFG together.

2

We configure and test

Our team sets up the sync and tests it against your real data before anything goes live.

3

Run one source of truth

Sales and the shop floor reflect the same real-time state. Delivery promises are based on facts, not guesswork.

“With DynamxMFG’s integration and automation capabilities, the possibilities are endless.”

Philippos F, Head of Digital Transformation, CPL / KLUBB Group

Read customer reviews

Questions

Salesforce integration FAQs

How long does the Salesforce integration take to set up?

It is configured and tested during your 90 day onboarding. Our team sets up the connection against your real Salesforce data, so you are not left to figure it out alone.

Is the Salesforce sync one-way or two-way?

Two-way. Data flows in both directions between DynamxMFG and Salesforce, so there is no single point of entry and no stale records sitting in either system.

Does DynamxMFG replace Salesforce?

No, and that is deliberate. Salesforce stays as your CRM and your sales team keeps the tools they know. DynamxMFG adds live production control alongside it.

We use HubSpot, Zoho or Pipedrive instead. Is that supported?

Yes. DynamxMFG also connects to HubSpot, Zoho CRM and Pipedrive. See the full list on our integrations page, or book a demo and tell us what you run.

Does the Salesforce integration cost extra?

It depends on the connector and your chosen platform licence. Book a demo and we will give you exact pricing for your stack.

Is my customer data secure during sync?

Yes. Connections use secure, authenticated APIs and your data stays within your own accounts. Nothing is shared beyond the systems you choose to connect.

See Salesforce and your shop floor in sync

Book a 15 minute walkthrough and we will show you the connection running against a factory like yours.

Book a Demo