How We Built a Better Salesforce Integration for Umbraco

Salesforce and Umbraco are both powerful tools. But connecting them? That’s not so simple.

The standard "out-of-the-box" integrations often do the bare minimum. They send a form submission from your site into Salesforce. But if you're trying to do anything more advanced, like tracking campaigns properly or keeping your Salesforce data clean, you’ll quickly run into problems.

So we built our own integration. Custom-built from the ground up, flexible enough to adapt to any client need.

Why the Out-of-the-Box Options Weren’t Enough

Most plug-and-play solutions don’t give you what you really need.

• They don’t check if the same contact is already in Salesforce.
• They don’t handle data formatting issues like picklists or addresses.
• They don’t tell you when something fails.

We needed something better. So, we created a custom Salesforce integration using Umbraco Forms and their flexible workflow engine. It works across campaigns, contacts, opportunities, and cases. And it gives us full control over the data we send.

Because we built it ourselves, we can tailor the integration to any Salesforce setup or business process.

Clean Data, Clear Attribution

Our integration solves common headaches that cost teams time and lead to bad reporting.

• No duplicate contacts. We check Salesforce in real time before creating new records.
• Normalized data. Picklists, addresses, and campaign IDs are all validated before they’re sent.  
• Better attribution. We track both the original source and the most recent campaign so your marketing reports actually tell the full story.  

For marketing teams, this means accurate lead source data in Salesforce, automatically.

For technical teams, it means fewer sync issues and cleaner data downstream.

Built for Change and Customization

Salesforce changes. Business needs change. Your integration needs to keep up.

Our integration isn’t a one-size-fits-all plugin. It’s built to scale with your business. We can customize it to support any Salesforce object, workflow, or campaign model. Whether you’re managing petitions, lead capture, support cases, or ecommerce transactions, we’ve got it covered.

Need to sync data across custom fields? Trigger automation flows? Validate complex input structures? We can do that.

We also stay involved. Our system sends real-time alerts when something goes wrong. We work with your team to fix it fast and keep improving the system as your needs evolve.

We Don’t Just Connect. We Support.

Every integration includes:

• Real-time error alerts
• Shared reporting between teams
• The ability to fix and reprocess failed submissions directly in Umbraco
• Ongoing support and expansion as your business grows 

Why It Matters

Good data powers good decisions.

If your Salesforce integration isn’t built right, it’s hard to prove what’s working in marketing or follow up properly in sales. Our custom integration gives you reliable, accurate data that’s tailored to your process—every time.

Want to see how it works or how we can shape it around your needs? Let’s talk.