The Venn Blog

Explore our blog for tips, strategies, and industry best practices from integration experts to learn how to automate your most frustrating manual workflows between core business applications.

Venn at Work: Chad Buehrle, Senior Developer

As a Senior Developer at Venn, Chad's day is full of developing new integrations, peer reviews,...

Subscription Billing Models: A Guide for Growing SMBs

Subscription services are on the rise across all types of businesses. According to recent...

Predictions for AI in 2024

Artificial intelligence (AI) has been around for a while, but most people probably hadn’t...

Is there a place for AI in Sales?

Artificial Intelligence (AI) has the potential to transform the way sales teams operate. If your...

Acumatica Payments Integration with Stripe

A key part of any business is securely managing payments and financial information without manual...

Using AI to Simplify Your Company Knowledge Base

A company knowledge base is an organization’s single source of truth, consisting of important...

Venn at Work: Mike Terrano, Developer

As a Developer at Venn, Mike’s day is full of variety: building integrations, solutioning for...

AI Limitations: What Artificial Intelligence Can & Can’t Do (Yet)

From creative content generation to process automation, artificial intelligence (AI) is positioned...

Streamline HR Processes and Improve Recruiting With AI

If you’re an HR or recruiting leader, you know the struggles all too well. Manual processes that...

7 AI Podcasts for Tech Enthusiasts at All Levels

There’s been a lot of talk about artificial intelligence (AI) lately. Whether you’re on the...

Workato Automate 2023: Dubbed an era of 'Explosion of AI & Automation' by Workato CEO, Vijay Tella

Team Venn Technology attended Workato’s first in-person Automate Conference in Google...

Venn at Work: Randy King Jr, Salesforce Customer Advocate

If you are Randy, your day is full of interfacing with clients and resolving Salesforce support...

Venn Technology Ranks No. 3137 on the 2023 Inc. 5000 Annual List

For the 3rd Time, Venn Technology Makes the Inc. 5000, Ranking No. 3137 With Three-Year Revenue...

Optimizing Financial Performance with Accounting Software Integration

To scale a business and lead teams to success, finance leaders must understand that traditional...

5 CFO Podcasts for Finance Leaders in 2023

These days, CFOs and finance leaders do more than just financial management. Other departments...

Venn at Work: Ankur Kaushik, Salesforce Consultant

If you are Ankur, your day is full of learning how clients use Salesforce and delivering the right...

Sage Intacct Integrations: 5 Ways to Avoid Delays

As a longtime Sage Tech Partner, we’ve integrated hundreds of business tools and applications to...

Sage Intacct Salesforce Integration: Can you send data without a connector?

If your best-of-breed systems like Sage Intacct and Salesforce aren’t integrated, your team is...

Venn at Work: Brenna Stuart, Developer

As a Developer for Venn, Brenna's day is full of doing one of the things that she loves best:...

Insights from Sage Partner Summit: Embracing AI & Empowered Partners

The recent Sage Partner Summit provided valuable insights into the company's strategy, product...

The 6 Phases of a Salesforce CRM Implementation

Salesforce implementations are no joke. Seriously—according to a study from CIO magazine, around...

Venn at Work: Kylie Jones, Integration Consultant

If you are Kylie, your day is full of taking new challenges head-on, building integrations, and...

Avoid These 15 Things When Implementing Salesforce CRM

Any experienced Salesforce implementation partner follows a series of best practices, or things to

Who is Venn Technology?

In this sit-down interview, Melissa Bell, Director of Marketing, asks Scott Hollrah, Venn Founder...

HubSpot Integrations: HubSpot to Salesforce

For as long as your sales team can remember, Salesforce has been their daily driver for hunting...

Venn at Work: Karissa Sasser, Project Manager

If you are Karissa, your day is full of checklists, resource planning, and weekly project...

HubSpot Integrations: HubSpot & Shopify

If you’re using HubSpot to market your business, you’re likely using Shopify for ecommerce....

HubSpot Integrations: Acumatica & HubSpot

Your marketing team loves HubSpot. It’s the perfect CRM for managing your website’s outreach to...

HubSpot Integrations: Jira and Your CRM

Congratulations, you’ve done it! After successful marketing and sales efforts, you’ve converted a...

Venn at Work: Randle Haggerty, Digital Marketing Specialist

If you are Randle, your day is full of content creation and all things social media. Keep reading...

How to Parse a CSV String with a Salesforce Flow

About the Author: As Managing Director at Venn Technology, Chase Friedman has built our...

Integration Trailhead: Venn Technology Integration Project Methodology

Since 2015, we’ve worked with hundreds of organizations to build integrations that automate...

Stripe Integrations for HubSpot – HubSpot Payments and More

If HubSpot is your CRM of choice and you use Stripe to collect payments for your products and...

18 SaaS Integrations for Midsize Organizations

If you work for a midsize organization experiencing high growth, then you know how quickly apps...

Salesforce Flow Solutions: Using Screen Flows to Manage Related Records

About the Author: Jonathan Davis is a Salesforce Consultant at Venn Technology in...

HubSpot Integrations: Connecting Sage Intacct to HubSpot

Businesses looking to unleash the full potential of their sales and marketing teams use HubSpot as...

12 App Integrations for Small Businesses & Nonprofits in 2023

The way we work has changed—especially within recent years. Business leaders are now on the hunt...

HubSpot Integrations: Where to Find Them & When to Use Custom-Built Solutions

Your software is the lifeblood of your business. It automates those complicated tasks you would...

Venn Technology Named to the 18th Annual Aggie 100, Honored as Fastest Growing Company

COLLEGE STATION, TX, November 4, 2022 – Venn Technology of Grapevine is among the top 100 companies...

HubSpot Integrations: Connecting HubSpot to QuickBooks

If you’re like many businesses that use HubSpot as their CRM of choice, you enjoy the benefits of...

Venn Technology Ranks No. 2,516 on the 2022 Inc. 5000 Annual List

For the 2nd Time, Venn Technology Appears on the Inc. 5000, Ranking No. 2,516 With Three-Year...

Can you integrate Acumatica and Salesforce?

Yes! It’s important to keep teams in the systems they know best while getting them the data they...

Can you integrate Stripe and Sage Intacct?

Yes! Integrating a financial infrastructure platform to your accounting software is more important...

Venn at Work: Mikayla Gabaldon, Project Manager

If you are Mikayla, your day is full of client meetings, resource planning, and building out new...

6 Benefits of Integrating Acumatica ERP with Salesforce CRM

An Acumatica Salesforce integration has a number of advantages for businesses adopting a best of...

Sage Partner Summit 2022 Recap

In-person Sage events are back and the excitement is real! The 2022 Sage Partner Summit felt like...

Integrating Shopify + Sage Intacct for Small to Medium-sized Businesses

Did you know it’s estimated that 95% of all purchases will be through eCommerce by the year 2040?...

Venn at Work: Troy Rowden, Integration Customer Advocate

If you are Troy, your day is full of prioritizing support cases, advocating customer needs, and...

5 Reasons Why the Role of CFO Has Changed

The role of CFOs and finance leaders looks a lot different than it did ten years ago. Technology...

Using Slack Workflows to Manage Customer Support Requests

Companies manage support cases differently depending on the size and bandwidth of their teams....

Venn Open House Recap

On March 24, we celebrated two huge milestones for our company: (1) We entered our seventh year in...

7 Common Misconceptions About Integrations for Your Business

As a tech company that’s automation-obsessed, it might seem easy for us to tell you why your...

Venn Technology Earns a Spot on the 2022 Inc. 5000 Regionals List

With a Two-Year Revenue Growth of 149%, Venn Technology Ranks No. 75 on Inc. Magazine’s List of...

Using Formstack to Generate Invoice Documents

Tons of organizations out there are faced with double-work when it comes to invoicing. Without...

7 Podcasts for the Salesforce-Obsessed

Updated July 2023 If you’re an avid podcast listener, you’re not alone. According to Semrush, it’s...

Venn at Work: Omar Khalik, Integration Consultant

If you are Omar, your day is full of Red Bull, client meetings, and integration wizardry. Keep...

8 Slack Automations Every Team Needs

At some point or another, you’ve seen a commercial for a workplace communication app called...

12 App Integrations for Small Businesses in 2022

If there’s one thing we learned from 2021, it’s that many organizations are still missing out on...

2021 Sage Transform Conference Highlights

Our favorite moments from the week Our journey to Transform had us jumping for joy (no, seriously,...

Rightsizing Automation and Integration for Your Organization

Presented by Scott Hollrah at Sage Transform 2021

Seamless Integration—It's Like a Day at the Beach!

Presented by Scott Hollrah at Sage Transform 2021 Much like our team, your organization is likely...

3 Sage Intacct integrations for Nonprofits managing donations

Managing nonprofit donations without integrations between Sage Intacct and other core...

Venn Technology Named to the 17th Annual Aggie 100, Honored as Fastest Growing Company

COLLEGE STATION, TX, October 22, 2021 – Venn Technology of Grapevine is among the top 100 companies...

Can I use Salesforce to track Net Promoter Score?

“10/10 would recommend!” Who doesn’t want to get this kind of feedback from their customers?...

Webinar: From Purchase to Paid Optimizing Your Online Buying Process

Designing an automated P2P workflow that matches how your company currently manages requests and...

Can I add and share meeting recordings in Salesforce?

How integrating Zoom, Salesforce, Google Drive and Slack can adds value to any business: Is your...

Venn at Work: Nate Harden, Salesforce Customer Advocate

If you are Nate, your day is full of all things Salesforce. Keep reading to find out how Nate...

Using Configuration Parameters to Update Recipes in Workato

How to give business users the access they need to edit recipes in Workato: Venn Technology’s...

Venn at Work: Steve Micklewright, Integration Consultant

If you are Steve, your day is full of building custom integrations, drinking loads of coffee, and...

What is the best way to automate a web lead?

Avoid duplicate or manual entries. Here’s how Venn automates opportunities from web leads: A...

What is the best way to automate the handoff from sales to customer onboarding?

It really depends on your workflow. Here’s how Venn jumpstarts a project after closing a deal: ...

Venn at Work: Samantha Young, Executive Assistant

If you are Samantha, your day is full of building connections (not the Workato-kind) with team...

Five Senses of an Integration | Part 5: Taste

Need help with a less-than-satisfying integration (or implementing a new one) but not sure where to...

Five Senses of an Integration | Part 4: Sight

Need help with a sloppy integration (or implementing a new one) but not sure where to start?

Five Senses of an Integration | Part 3: Sound

Need help with a tone-deaf integration (or implementing a new one) but not sure where to start?

Five Senses of an Integration | Part 2: Touch

Need help fighting an unruly integration (or implementing a new one) but not sure where to start?

Five Senses of an Integration | Part 1: Smell

Need help cleaning up a stinky integration (or implementing a new one) but not sure where to start?

What is the best way to integrate Salesforce and Sage Intacct?

It really depends on your workflow. Here are three evaluation criteria to consider in...

14 Tips for Implementing Salesforce Like a Pro

A whopping 70 percent of enterprises struggle to integrate Salesforce with other applications and...

Dear Salesforce, It’s Me Again

You don’t get to be the #1 cloud-based CRM globally without establishing an enigmatic fanbase...

This Simple Oversight Will Break Your Integrations Mid-Project

True or false: Work nightmares are 10x scarier than ones with monsters. If you answered ‘True’ –...

How can non-profits generate year end giving statements from Salesforce?

We work with a lot of non-profits, and this task comes up every year. So, how do we get ‘er done?

How much does it cost to integrate Salesforce with Sage Intacct?

As with many great business questions, the answer is… it depends.

How to Set Up Einstein Search & Leverage Two of its Best Hidden Features

First off, if you don’t know what Einstein Search is, check it out.

How do I move from Salesforce Classic to Salesforce Lightning?

Continuing from our previous video, we discuss the process (and possible complications) of moving...

How much does it cost to go from Salesforce Classic to Salesforce Lightning?

Here’s our hot take on this hot topic, which we get asked about just about daily.

How do I start a career in the Salesforce ecosystem?

Want to start a stellar career in the Salesforce ecosystem? Don’t know where to start? Check out...

Can you integrate Shopify, Salesforce, and Sage Intacct?

In today’s sticky Venn in 60 Seconds, we answer the question, can Shopify, Salesforce, and Sage...

What’s the difference between Salesforce Lightning and Enterprise Edition?

On today’s Venn in 60 Seconds: what are the differences between Salesforce Lightning and Enterprise...

Can you integrate Procore with Sage Intacct?

In this episode of Venn in 60 Seconds: Is it possible to integrate Procore with Sage Intacct?

Can I do accounting in Salesforce?

In this episode of Venn in 60 Seconds: Can I use Salesforce for accounting as well as CRM?

What’s better: a global consulting or boutique firm — Part 2!

In this episode of Venn in 60 Seconds: We have a surprise second-part to our previous video where...

What’s better: a global consulting or boutique firm?

In this episode of Venn in 60 Seconds: We answer which is better, a global or boutique consulting...

Is Salesforce free for non-profit organizations?

In this episode of Venn in 60 Seconds: We answer and do a deep-dive on the question “is Salesforce...

Can I connect multiple Salesforce environments to a single Intacct environment?

In this episode of Venn in 60 Seconds: If I have multiple Salesforce environments, and I want to...

Can you collect payments in Intacct for orders from Salesforce?

In this episode of Venn in 60 Seconds, we answer the question: can you collect payments in Intacct...

10 Things Your Consultant Wishes You Knew to Make Your Project More Successful

For the bulk of my career, I’ve been in the technology field. And the past decade I’ve focused on...

Can you integrate Stripe with Sage Intacct and Salesforce?

In this episode of Venn in 60 Seconds, we answer the question: can I integrate Stripe with either...

What is Venn in 60 Seconds?

During the natural course of business, we get a lot of questions, ranging from big picture,...

Why Salesforce Optimization Is a Game Changer for Your Business

Salesforce is a cloud-based CRM platform that helps businesses streamline and enhance every...

5 Important Things to Know about Salesforce and Sage Intacct Integration for Your Business

You’re always looking for new ways of streamlining business operations while providing a superior...

Stripe to Sage Intacct Integration Base Install Guide

Stripe to Sage Intacct Integration Base Install Guide This guide will walk you through the...

How to use Group Mapping in Workato

If you’ve been a heavy user of Workato in the past (and of callable recipes) you know that mapping...

Disabling the multi-user selection in the Salesforce login screens.

I have just solved the world’s largest first world problem that very few people have. If you’re a...

Connecting Google Cloud to Workato

Google Cloud Platform is a platform for cloud computing services that very much looks like Amazon...

Using Workato Lists to Parse Objects & Compose a CSV to upload to Box

Before the recent addition of the Lists Utility in Workato, you had to find a way to get your...

Building Workato Recipes With Purpose

This is article #3 in Venn Technology’s 3 part Salesforce and Intacct Integration series. Read...

Planning for Your Salesforce to Intacct Integration – Questions for SMBs & Nonprofits

This is article #2 in Venn Technology’s 3 part Salesforce and Intacct Integration series. Read...

What is the new Salesforce?

The New Salesforce Unless you have been hiding under a rock you have probably heard at least...

Scheduled Actions in Salesforce Using Workato

Have you ever wanted to create scheduled actions in Salesforce?

Unwanted Email Attachments & Salesforce

How to handle unwanted email attachments in Salesforce

Salesforce 101 – Reconcile Salesforce Terminology with Your Company’s

While most often we will post on new features, advanced topics, and 3rd party apps for...

Automating Salesforce.com with Process Builder

Learn how to use Salesforce Process Builder to automatically create a new opportunity based on...

Salesforce Integration Made Easy with Workato Part 1

Part 1 of 2 – Salesforce Integration Made Easy with Workato Connect dozens of apps like...

Salesforce CRM Implementation: Everything you need to get started

As a seasoned Salesforce partner, we’ve tried and tested our process for implementing the world’s leading CRM. Our latest guide shares planning tips and costly mistakes to avoid before taking on an implementation project.

Salesforce CRM Implementation: Everything you need to get started

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