KPL-1369
Salesforce Picqer

Keep Salesforce and Picqer updated automatically.

Today you keep your own track of new leads and deals and pass that on wherever it is needed. This connector fixes that, and we build it on request: what happens in Salesforce lands in Picqer by itself, in the shape Picqer expects. Tell us what you need and we agree exactly what should travel.

ShipmentsLabelsInventory
The problem

What this connector takes off your hands

  • Today you keep your own track of new leads and deals and pass that on wherever it is needed.

  • Today you copy the details over by hand, then paste the result back into the system it came from.

What you get out of it

What Salesforce to Picqer saves you

  • Queue every new lead in Salesforce up in Picqer for shipping.
  • Queue a deal changing stage in Salesforce up in Picqer for shipping.
  • Queue every deal won in Salesforce up in Picqer for shipping.
The link

What travels across the link

Everything this connector moves between Salesforce and Picqer, and how often.

  1. Shipments

    to Picqer automatically

    This is queued up in Picqer ready to ship, with address and contents already attached, so all that is left is a label.

  2. Labels

    to Picqer automatically

    A shipping label follows in Picqer once the details are complete, so there is nothing to retype.

  3. Inventory

    to Picqer automatically

    Stock levels travel along into Picqer, so warehouse and sales sit on the same count.

Both sides

What each side expects

Salesforce and Picqer do not describe the world the same way. This is what has to line up.

Picqer

An operational system wants complete data: an address that is right, a product that exists, and clarity on exactly what goes out the door.

In four steps

Setting it up

  1. 01

    Request the connector

    Let us know you want to link Salesforce to Picqer. We get in touch within 24 hours with a timeline.

  2. 02

    We agree what should travel

    Together we settle what should travel out of Salesforce. An operational system wants complete data: an address that is right, a product that exists, and clarity on exactly what goes out the door.

  3. 03

    We build and test

    You see the connector run on a few test records before anything becomes final.

What you need

  • An account you administer, with access to the data you want linked.
  • An account you administer, with API credentials from its settings.

Where it runs

On app.schakel.app, with your own Schakel account. No webshop required.

We build this connector on request. Tell us what you need and we reply within 24 hours.

Common questions

Can you connect Salesforce to Picqer?

Yes. Schakel connects through the official APIs of Salesforce and Picqer, so you install nothing on your own server and nothing travels outside those two parties.

Does Picqer need a complete address, and what if it is wrong?

Picqer needs a full delivery address to make a label. If the country and postcode do not match up, that shipment is held and shows in the log, rather than a wrong label coming out.

Can I choose the carrier in Picqer myself?

Yes. Which carrier and shipping method Picqer uses you set there; Schakel only hands the shipment over complete.

Which details of an Salesforce contact travel to Picqer?

The details you pick when setting it up, such as name, company, email and the fields you need, so Picqer has enough without needless noise.

What does connecting Salesforce and Picqer cost?

You start free and only pay once the connector is really running. After that the same tiers apply as for any other connector, based on how much runs through it each month.

How often does Salesforce sync with Picqer?

That depends on your tier: hourly on the free tier up to real time on the unlimited tier. You can always start a sync yourself as well.

What if Salesforce or Picqer is briefly unavailable?

Nothing gets lost. Schakel retries later and the log shows exactly what happened, so at most you notice something coming through a little later.

How do I connect Salesforce to Picqer?

You give Schakel access to Salesforce and Picqer once and pick what should travel. We set it up together with you, so no technical knowledge is needed, and after that it runs by itself.

Missing something you need?

Tell us what Salesforce and Picqer should do for you. If it is not in here yet, that is usually because nobody has asked. We build on request and we reply within 24 hours.