Keep Lightspeed and Salesforce updated automatically.
Today you open your shop’s admin, look at which orders came in and carry them over. With this connector, what happens in Lightspeed lands in Salesforce by itself, in the shape Salesforce expects. Request it and you get access; you hear from us within 24 hours.
What this connector takes off your hands
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Today you open your shop’s admin, look at which orders came in and carry them over.
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Today you create contacts by hand and search first whether someone exists, so no duplicate customer appears.
What Lightspeed to Salesforce saves you
- Record every new Lightspeed order against the right customer in Salesforce.
- Record every refund in Lightspeed against the right customer in Salesforce.
- Record every new Lightspeed customer against the right customer in Salesforce.
- Record every stock change in Lightspeed against the right customer in Salesforce.
What travels across the link
Everything this connector moves between Lightspeed and Salesforce, and how often.
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Contacts
to Salesforce automaticallyThe person or company lands on the right contact in Salesforce, found by email, so you create nothing twice.
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Leads
to Salesforce automaticallyEvery new enquiry becomes a lead in Salesforce, so follow-up does not hang off a stray email.
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Notes
to Salesforce automaticallyThe details land as a note on the contact in Salesforce, so the picture of that contact stays complete.
What each side expects
Lightspeed and Salesforce do not describe the world the same way. This is what has to line up.
Salesforce
A CRM hangs everything off a contact, so that contact has to exist first and be recognisable, usually by email address.
Setting it up
- 01
Request the connector
Request the Lightspeed to Salesforce connector and get access. You hear from us within 24 hours.
- 02
We agree what should travel
Together we settle what should travel out of Lightspeed. A CRM hangs everything off a contact, so that contact has to exist first and be recognisable, usually by email address.
- 03
Test and switch on
You check the connector on a few test records before anything becomes final, then it runs by itself.
What you need
- A store you administer, with API access from its admin.
- An account you administer, with access to the data you want linked.
Where it runs
Inside your Shopify admin, as an app. You sign in through Shopify, no separate account.
Request this connector: tell us what you need and we reply within 24 hours.
Common questions
Can you connect Lightspeed to Salesforce?
Yes. Schakel connects through the official APIs of Lightspeed and Salesforce, so you install nothing on your own server and nothing travels outside those two parties.
Does the connector prevent duplicate contacts in Salesforce?
Yes. Contacts are matched by email, so an existing customer in Salesforce is updated rather than a second one appearing.
Which contact in Salesforce does the information from Lightspeed land on?
The contact that matches on email. If it does not exist yet, it is created with the details that come across from Lightspeed.
What happens on a refund or partial cancellation in Lightspeed?
It comes across, so Salesforce matches what was actually settled and you correct nothing by hand.
What does connecting Lightspeed and Salesforce 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 Lightspeed sync with Salesforce?
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 Lightspeed or Salesforce 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 Lightspeed to Salesforce?
You give Schakel access to Lightspeed and Salesforce 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.
Connect a different pair
Lightspeed and Salesforce is one of many. Pick two systems and see what travels between them.
Missing something you need?
Tell us what Lightspeed and Salesforce 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.