Originally, the Cirrus Insight team was looking for an integration solution to have automation between various systems, such as Salesforce, QuickBooks, NetSuite, SQL Server, Stripe, and others. Overall, it was about making sure that the data was correct, where and when it needed to be. The Cirrus Insight team started looking for integration solutions available on the market, but in the end, it was a lot of extra weight and a lot of customization that would require implementation time and consulting.
The goal was to make day-to-day data-related tasks automated and stop spending so much money and time on complex integration cases. The major integration scenarios were:
- Merging two Salesforce accounts
- Synchronizing data from Stripe (QuickBooks, NetSuite, SQL Server, and others) with Salesforce customer records and subscriptions
The main challenge was to be able to get the data integrated the way that we need, so we don’t require help from a developer or a long implementation cycle to get things moving.