AppExchange is the leading enterprise cloud marketplace with ready-to-install apps & solutions that let you extend Salesforce into every industry. We at Twopir are experts in the below Apps and will help you to integrate seamlessly: 64 apps across documents, e-signature, forms, payments, sales and integration.
Trusted by 500+ organizations — growing, mid-market and enterprise teams running their documents, signatures, forms and payments on Salesforce with Twopir Consulting.
Apps We Implement
An AppExchange app adds a capability to Salesforce, such as document generation, e-signature or payments, that you install instead of building. Twopir Consulting implements these apps and integrates them with your Salesforce data and the rest of your systems. We help growing and mid-market companies solve complex CRM, integration, and business system challenges, and enterprise organizations work with the same team.
Generate quotes, contracts, proposals, reports and invoices from the data already in Salesforce.
Conga Composer offers document generation capabilities to create virtually any important document, report, or presentation using Salesforce data. Placing a custom button or link on any object’s page layout gives you immediate access to all its fields. Salesforce reports or SOQL queries can retrieve any additional required data from as many as 50 other objects or lists.
Read More
Ushering in a new era of productivity and efficiency, Nintex Drawloop DocGen® for Salesforce eliminates the painstaking, manual document creation processes that slow your business down. Using advanced capabilities, our software automates the creation and delivery of repetitive documents.
Read More
Use Formstack Documents to eliminate paperwork and transform data into beautifully designed documents you can send anywhere. Whether you’re in finance, healthcare, education, or sales, our versatile document creator can help you generate countless custom documents. From proposals and applications to invoices and event tickets, Formstack Documents is flexible enough to meet the needs of your business.
Read More
S-Docs is the fastest, easiest, and most secure document generation and e-signature solution built on the Salesforce platform. It is an intuitive drag-and-drop interface. It allows Salesforce users to create quotes, contracts, emails, reports, and other documents directly on the Salesforce platform. It has the ability to add images and visual charts and also we can live edit documents during and after generation.
Read More
PandaDoc Empowers the sales teams to simplify the process of generating, negotiating, & eSign Proposals. Its out-of-the-box integration with your CRM allows you to create better proposals, get them out the door faster, and streamline the sales process by eliminating manual data entry errors, team quotes to get out the door faster and eliminate manual data entry errors and the same with Contracts, eSignatures, and Payments.
Read MoreSend, sign and track agreements without leaving the Salesforce record they belong to.
Formerly known as EchoSign the electronic document signature software is now Adobe Sign. Adobe purchased the company a few years ago and now integrates within its own products. Designed for enterprises, as well as small and medium businesses, EchoSign speeds up the signature process. Using the software you can sign, send, and track documents from within your browser or application. Adobe has been one of the global leaders in digital document management for more than 25 years, and EchoSign allows the company to continue dominating the market.
Read More
Easily gather electronic signatures for contracts, payments, releases, proposals, and more. Reduce paperwork by collecting signatures online. With Formstack Forms, you can easily add an electronic signature field to any of your online forms. All signatures are saved as image files and stored in your Formstack account. Simple, streamlined, and secure. Simplify your document workflows with Formstack Sign, a digital signature automation solution that lets you gather signatures on any device.
Read More
DocuSign Professional emails recipients an electronically signed document requesting a review of a document after it is uploaded. DocuSign released its mobile app & DocuSign Ink in November 2011. It is available free of charge and runs on Apple iOS, Google & Android, and Windows Phone operating systems.
Read MoreCollect data from customers, staff and partners on web forms that write straight to Salesforce objects.
Form Titan is a Zero code platform for Salesforce admins & professionals. From Titan is beyond forms, portals, and document generation.FormTitan enables to building of any Salesforce form and portals. Form Titan generates documents, Merge them, Automation and Bulk Creation, Approval process, and signatures.
Read More
An intuitive 123 drag & drop form builder that boosts data collection capabilities & increases productivity by connecting highly customizable forms & surveys to unlimited Salesforce objects. It helped us to save time and kept us organized. It helps to collect the right data within your organization, as well as from your clients, and publish your forms on any platform.
Read More
FormAssembly is an easy-to-use, yet powerful web form platform, built to help organizations streamline processes and drive business results across multiple industries and use cases. Organizations and brands rely on FormAssembly’s highly-rated platform, excellent customer service, and uncompromising stance on security and compliance.
Read More
Formstack for Salesforce is an all-in-one form, documents, and eSignature solution. It’s easy to connect Formstack + Salesforce and requires absolutely zero coding experience. The native Salesforce app lets you build, collect all of your data and publish forms directly on the Force.com platform.
Read More
Native form is a reflexive drag-and-drop form builder. It is simple and easy for users and customers to interface with salesforce.org. No coding is required. You can make links, that you can send to customers to fill out the form.
Read More
Jotform is an online form-building platform that allows users to create customized forms for various purposes without needing any coding knowledge. With JotForm, you can design forms for surveys, registrations, order forms, contact forms, and more, using an intuitive drag-and-drop interface.
Read MoreTake one-time and recurring card and ACH payments natively in Salesforce.
We aim to help companies manage their billing and payment process by providing well-designed and secure solutions. Kulturra Payment Center app is now widely used by hundreds of small, midsize and enterprise companies that are in the Salesforce platform.
Read More
Blackthorn Payments brings Stripe and Authorize.net to Salesforce, in a fully native package. They have built additional features to deliver the most advanced payment platform for Salesforce. Streamline simple, one-time, or recurring payments using the most affordable, up-to-date payment processing app on the Salesforce AppExchange
Read More
Brickwork by iATS is a fully integrated, native Salesforce app that helps you save time and money by reducing manual data entry costs and streamlining your payment processes. The installation is easy and immediate, and there’s no need for any technical skills to set up and manage Brickwork.
Ask About Brickwork by iATS
Chargent is a 100% Salesforce native, lightning-ready credit card / ACH payment solution for one-time or recurring billing. Chargent comes with pre-built integrations to 30+ payment gateways, with developer tools that make it easy to customize to fit any business process.
Read MoreSales engagement, email sync and fundraising tools that keep activity flowing into Salesforce.
Classy for Salesforce gives you the tools to optimize your fundraising data, nurture your donor relationships, & accelerate progress towards your mission. Start fundraising on Classy and allow your data to flow directly into Salesforce in near real-time.
Read More
SalesLoft is a Sales Engagement platform for creating better buying experiences and closing more revenue. It provides multiple functionalities and the best features that help your organization to let your teams focus on selling, your managers on coaching, and your operations and leaders on strategy.SalesLoft was built for the entire revenue organization.
Read More
Outreach is a sales engagement tool that works to engage leads and prospects across a broad set of interactions, with support to make your staff more efficient and effective. Outreach can help you manage tasks or automate elements related to every stage of the buyer’s journey and customer lifecycle. Control emails, social interactions, and voice solutions like an outbound call
Read More
Cirrus Insight is a customer relationship management application. It helps users track and sync emails, create and edit Salesforce records, log calls and create email campaigns. Instantly create new Salesforce records from your inbox. Avoid logging into Salesforce whenever you need to add a new Lead, assign a Task, or update an Opportunity.
Read MorePlatforms that connect Salesforce to the rest of your systems and automate the work between them.
Zapier is an online automation tool that connects your favourite apps, such as Gmail, Slack, Mailchimp, and more. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration.
Read More
MuleSoft is a platform that gives business tools to automate everything. This includes integrating data and systems, automating workflows and processes, and creating incredible digital experiences all on a single, easy-to-use platform. With our unique approach, It creates the digital building blocks that teams can use as they need, all with the right security, governance, and compliance measures built in
Read More
Workato is an integration and automation platform that enables businesses to connect and automate workflows across different applications and systems. It allows users to create automated processes, or “recipes,” that facilitate the flow of data and actions between various applications, databases, and services.
Read MoreEvents, project management, data quality, roll-ups, telephony, messaging, maps, surveys and email marketing.
It’s time to streamline your online, in-person and hybrid event management with our Salesforce-native Blackthorn events platform. Connect with your attendees, automate your engagement, and measure your impact all in one place, always in Salesforce. Meet your new favourite Event Management app.
Read More
TaskRay is a versatile project management application. This native Salesforce project management app is designed to empower your teams to be more productive, efficient, and collaborative. Plus, you can manage, support, and track business processes on all bases. It is built on the powerful Salesforce platform and offers consistently great onboarding for clients using built-in and cloneable project templates and powerful reports.
Read More
Duplicate Check is used to find, merge & prevent duplicates in Salesforce. This app finds out duplicate records for certain salesforce objects based on duplicate rules. For Example, we can find out duplicate records of Contacts in Salesforce & merge these duplicate records easily. You can prevent your salesforce from creating duplication of records.
Read More
DemandTools (recently bought by Validity) is the leading data quality and data cleansing toolset for Salesforce CRM customers. It’s a suite of 10+ individual modules to control, standardize, verify, deduplicate, import, and generally manipulate Salesforce and or Force.com data. Better yet, it has great compatibility and is designed to work in the Developer, Professional, Enterprise, and Unlimited versions of Salesforce.
Read More
Distribution Engine is an easily configurable, intelligent, rules-based lead assignment engine that ensures your Leads, Opportunities, and Contacts (any standard or custom SFDC object) are automatically distributed to the right team member at the right time.
Read More
DBSync’s Salesforce – QuickBooks Desktop Integration is an easy and fast way to synchronize Salesforce data such as Accounts, Products, and Opportunities with QuickBooks Desktop. Our uniquely customizable integration will optimize your Order-to-Cash and Procure-to-Pay processes, saving you time and money.
Read More
Chilipiper provides multiple functionalities and best features like Inbound lead conversion, scheduling software, inbound scheduling automation, events meeting automation, events booking software, and lead distribution software which can be used by organizations according to their needs. While Chili Piper is used by Fortune 100 mega-corporations, it has a price point that makes it accessible to lean budget-strapped startups, too. Unlike the traditional method of inbound lead management, Chili Piper uses smart rules to qualify and distribute leads to the right reps in real time.
Read More
Soapbox Engage is a suite of Salesforce apps designed to empower nonprofits and advocacy organizations by providing them with powerful tools to engage their supporters, manage events, and streamline their operations. With Soapbox- Engage, organizations can leverage the capabilities of Salesforce CRM to enhance their fundraising efforts, manage volunteers, and mobilize their communities more effectively.
Read More
Donorbox is a popular online fundraising software that helps nonprofit organizations and charities collect donations on their websites. It offers customizable donation forms that are easy to embed on websites, making it simple for donors to contribute. Donorbox supports various payment methods, including credit/debit cards, ACH bank transfers, and PayPal.
Read More
SharinPix is the images app that manages the images for Salesforce. SharinPix brings the power of the image to Salesforce. It is a business-oriented image toolbox to empower YOUR Salesforce with YOUR pictures and manage albums and photos efficiently and easily by offering automation and content recognition as well.
Read More
The Declarative Lookup Rollup Summaries (DLRS) tool allows you to do things that are impossible to do with standard roll-up summary fields. The standard rollup fields work only on Master-Details relations and cannot really handle any time-based calculations, but DLRS can handle any type of relations. You don’t have to write any code for the implementation. DLRS can run on schedule which means time-based calculations are possible, and can also roll up text fields.
Read More
Field Trip lets you analyze the fields of any object, giving you instant insight into what percentage of your records (or a subset) have that specific field populated. Run reports on the standard and custom fields you have in Salesforce for a better understanding of which fields are important to your organization.
Read More
GetFeedback is a valuable tool for companies to capture their customers’ feedback at every step of the customer journey. This helps organizations take action according to critical feedback received and introduce necessary changes to improve customer satisfaction. One of the best features of GetFeedback is the provision to be implemented across multiple channels, such as marketing and relationship management.
Read More
Rollup Helper brings real-time data to your fingertips. Whether your data is in a standard or custom object or is part of a Salesforce or AppExchange app, you now have the tool you need to get real-time, actionable data for your process- even for your most complex roll-up scenarios. Since Rollup Helper is not restricted to requiring a Master/Detail relationship between objects, roll-up summary fields in Salesforce are a breeze. Rollup Helper also doesn’t count against your Rollup-Summary Field limits.
Read More
Super Clone is a very straightforward app that has a clear bit of functionality. The package itself is relatively small and all the components can be well understood. Super Clone is a pack of three pages that help with cloning, editing, and copying standard or custom objects with their related lists.
Read More
CalendarAnything is one of the best Salesforce calendar apps. we can Schedule, manage marketing campaigns, plan projects, and more with the most customizable Salesforce calendar app. CalendarAnything is one of the most customizable calendar solutions for Salesforce. It empowers businesses to display any standard or custom Salesforce object on a calendar. Organizations now have one central location to track schedules, opportunities, projects, campaigns, and much more. Access the information from a desktop or mobile device.
Read More
CallRail is a service that tracks and manages your phone leads, helping businesses to determine which marketing campaigns are driving quality leads. By integrating your CallRail account with your Salesforce instance, you will be able to push call data into your CRM. First-time callers can be added as new leads within Salesforce for your sales team to take action on. By integrating CallRail and Salesforce, you can eliminate the gaps in your Salesforce lead source data by tracking calls and texts back to their specific marketing campaign.
Read More
Skuid is a cloud-based, user-experience toolkit for rapidly creating and optimizing business applications across data repositories and services. With Skuid’s drag-and-drop App Composer, anyone (including non-developers) can create powerful applications with beautiful, consumer-grade user interfaces for any device—all in about 70% less time than it would take by traditional programming
Read More
SurveyMonkey is used to create surveys and to send them to the customers. If you have a business and rely on Salesforce data to inform your day-to-day customer operations, you should know what your customers are thinking. Data doesn’t talk. It’s hard to anticipate the opportunities to personalize your marketing.
Read More
Survey Force is a Free Salesforce Labs application that allows you to capture feedback in salesforce.com. Survey Force allows you to create 3 types of questions (single-select, multi-select and free-form text) and order your questions via drag and drop. Surveys are deployed via email templates and Sites.
Read More
PhoneBurner is a cloud-based power dialer designed to boost productivity for outbound sales teams. The platform offers more than standard capabilities of contact management and email tracking. PhoneBurner enables smart lead distribution and advanced reporting to give teams everything they need to achieve sales growth. Instantly leave voicemails and emails. Record Calls. Track Emails. Local ID and more.
Read More
Match My Email increases your sales productivity and gives your sales team better customer information by adding emails automatically to Salesforce. Match My Email’s vision was to create an email syncing app that would make sure that every email is logged from a variety of email applications to Salesforce. The app frees the user from the task and responsibility of syncing emails to Salesforce.
Read More
Map Plotter is a geocoding app, which helps to visualize the Salesforce data on a map. With this app, businesses can see where their objects are in relation to their physical location. It helps in planning the daily route, filtering the data based on business requirements and plotting the results on a map, filtering the map points and many such things.
Read More
CallTrackingMetrics’ Salesforce integration allows businesses to incorporate call tracking into their day-to-day sales and customer service processes. Sales and service agents don’t have to leave Salesforce to manage their calls and see the rich detail CallTrackingMetrics provides about each caller and each advertising campaign.
Read More
Constant Contact is one of the largest email marketing software providers in the world. It’s known for its versatility, attractive templates, and broad feature set. The platform’s strongest suits include easy navigation, plenty of templates, advanced analytics and tracking tools, email previewing capabilities, and convenient auto-responders.
Read More
What Is a Breadwinner? A breadwinner is a colloquial term for the primary or sole income earner in a household. Breadwinners, by contributing the largest portion of household income, generally cover most household expenses and financially support their dependents.
Read More
Jitterbit is a flexible and easy-to-use cloud-based integration platform that allows Salesforce users to quickly and easily integrate Salesforce with popular apps and data sources including AWS, SAP, Microsoft, NetSuite, Oracle, EDI, and more. Jitterbit is Salesforce integration made easy.
Read More
Mass Mailer is a native Mass email solution for Salesforce CRM that lets you send unlimited mail to standard or custom objects & more. MassMailer helps you bypass email limitations in Salesforce. You can send mass emails to any object using the MassMailer Email Wizard, Salesforce Campaign, or Salesforce List Views. You can view the statistics like opens, clicks, bounces, and opt-outs, etc.
Read More
Twilio provides functionality for receiving and sending automated messages to customers using virtual phone numbers and messaging services. Twilio for Salesforce is a managed package for Salesforce that brings programmable communications to your Salesforce environment.
Read More
If you’ve looked into mapping tools previously, you may have heard of the location intelligence tool MapAnything. In early 2019, MapAnything was acquired by Salesforce and became Salesforce Maps in late August 2019. This brought together the geospatial capabilities of MapAnything with a robust sales CRM that many people associate with Salesforce.
Read More
Salesforce Einstein leverages AI technology to augment its CRM capability in the Cloud Computing world. Salesforce Einstein is the result of the foresight of Salesforce which sees AI and cloud to be the frontrunners among the emerging technologies.
Read More
Service Cloud Digital Engagement Feature allows how companies engage with customers across all digital touchpoints while providing a consistent customer experience. Typically, a customer’s journey includes marketing, selling, and servicing in a way that lets them switch between multiple channels without interrupting a positive experience.
Read More
SMS-Magic Converse is a powerful CRM-based messaging platform for Salesforce. Twopir has done Several SMS-Magic integrations with Salesforce across a wide range of industries. The app provides advanced text messaging capabilities packaged as out-of-the-box solutions. Applying conversational messaging to increase the results from marketing, sales, and service.
Read More
Egnyte for Salesforce makes it easy to access and share business files in Salesforce with no limits to storage capacity or file size. You can easily upload files such as datasheets, videos, and presentations from within your agents’ Salesforce portals. Access rules are enforced consistently, whether users access files in Salesforce or directly through Egnyte.
Read More
When scheduling meetings with new prospects using Calendly, Salesforce automatically creates a new lead, contact or opportunity. If the prospect already exists, the event will simply be added to the existing record. It provides multiple functionalities and the best features With Calendly’s Salesforce integration, you can automatically create and/or update Salesforce records as meetings are scheduled through Calendly.
Read More
Integrating ActiveCampaign with Salesforce Essentials will create a seamless connection to Customer Experience Automation. CXA fuels business growth with automated one-to-one communications through the entire customer lifecycle by enabling businesses to create campaigns that extend across the company’s marketing, sales and service toolset – actually boosting the effectiveness of the existing toolset.
Read More
The Action plan is a run-time instance of the template that allows you to automate the sequence of the tasks you defined in the template. You generate an action plan from the template for each engagement. Action Plan is an Open Source software, and it is an unmanaged package. It helps to create a series of tasks on various objects. Since it is an unmanaged package, you can customize it according to the business needs.
Read More
Titan is a zero-code platform for Salesforce admins & professionals. Titan is beyond forms, portals, and document generation.FormTitan enables to building of any Salesforce form and portals. Titan generates documents, Merge them, Automation and Bulk Creation, Approval process, and signatures.
Read More
Easy Sync App revolutionizes sales workflows by seamlessly synchronizing custom fields between quotes, opportunities, and line items bidirectionally. Increase efficiency, accuracy, and collaboration with customizable mappings and real-time updates. Say hello to smoother sales processes today.
Read MoreAppExchange is the leading enterprise cloud marketplace with ready-to-install apps and solutions that let you extend Salesforce into every industry. Instead of building a capability from scratch, you install an app such as a document generator, an e-signature tool or a payment processor and configure it around your own Salesforce data and processes.
This page lists 64 apps in seven categories: document generation (Conga Composer, Nintex, Formstack Documents, S-Docs, PandaDoc), electronic signature (Adobe Sign, Formstack Sign, DocuSign), form creation (Form Titan, 123FormBuilder, FormAssembly, Formstack, Native Forms, Jotform), payments (Kulturra, Blackthorn Payments, Brickwork, Chargent), sales (Classy, SalesLoft, Outreach, Cirrus Insight), integration (Zapier, MuleSoft, Workato) and 39 other apps covering events, project management, data quality, roll-ups, telephony, messaging, maps and surveys.
A native app is built on the Salesforce platform and runs inside your org. Chargent, Blackthorn Payments, S-Docs, Brickwork and MassMailer are described that way on this page, so their data lives on Salesforce records from the start. A connected app runs on its own platform, as Jotform, SurveyMonkey and Constant Contact do, and syncs with Salesforce through its integration. Integration platforms such as Zapier, MuleSoft, Workato and Jitterbit sit between Salesforce and other systems when the connection needs automation of its own.
We help growing and mid-market companies solve complex CRM, integration and business system challenges, and we work with enterprise organizations too. AppExchange work usually starts when a team has outgrown manual documents, signatures, forms or payments and wants them to run on Salesforce data instead.
Book a discovery call. Tell us which app you are using or evaluating, what it needs to connect to, and where the process breaks today. From there we can say how the app fits your Salesforce org and what integrating it would involve.
Tell us which AppExchange app you use or are evaluating, what it has to connect to, and where the process breaks today. A first conversation is enough to say how it fits your Salesforce org and what integrating it would take. No obligation to proceed.
Or start with our Salesforce consulting services
