Partners & Integrations
Partners & Integrations
Every tool promises to talk to your other tools. Cleanly? Rarely. We’re the team that makes the handoffs disappear — tax that calculates itself, contracts that sign and sync, payments that reconcile, ERP and CRM that finally agree on the number.
Salesforce PartnerHubSpot Solutions PartnerRCA specialists
Platforms
Platforms we know cold
Salesforce
A decade in the platform, from Sales and Service Cloud to the deep end — Revenue Cloud Advanced. We don’t dabble; we architect.
HubSpot
A HubSpot Solutions Partner across all four Hubs — with the native Salesforce sync built the way it should be, not the way the wizard leaves it.
Integrations
Integrations we build
The connective tissue of your quote-to-cash and support — wired into Salesforce and HubSpot the right way.
Avalara — Tax
Rates, exemptions, and jurisdictions calculated at the line level inside quote-to-cash — including within Revenue Cloud Advanced, where almost no one else can.
Stripe — Payments
Payments capture and reconcile against the right invoice and revenue schedule — no spreadsheet standing in the middle.
DocuSign — E-Signature
E-signature and CLM tied to the quote and opportunity, so a signed document updates the record, not someone’s inbox.
NetSuite — ERP
Bi-directional NetSuite–Salesforce sync for accounts, orders, and invoices, so finance and sales agree on the number.
Fin by Intercom — AI Support
Fin answers with real account context pulled from your CRM — resolving more on its own, escalating less.
Rare skill
The connection most partners won’t touch
Avalara, Stripe, DocuSign, and NetSuite, all wired into Salesforce Revenue Cloud Advanced — Salesforce’s newest billing engine. It’s genuinely rare expertise, and it’s why complex revenue teams call us.
FAQ
Frequently asked questions
What software does CRMD integrate with Salesforce and HubSpot?
Tax (Avalara), payments (Stripe), e-signature and CLM (DocuSign), ERP (NetSuite), and AI support (Fin by Intercom), including advanced integrations into Salesforce Revenue Cloud Advanced, which few partners can deliver.
Is CRMD a certified Salesforce and HubSpot partner?
Yes. CRMD is a Salesforce consulting partner and a HubSpot Solutions Partner, with hands-on depth in Revenue Cloud Advanced and the integrations that surround it.
Need your stack to actually connect?
One partner for your whole revenue tech ecosystem.