Quote-to-cash accuracy, pipeline-to-revenue reporting, and AI-powered outreach automation — built on Celigo by a team that understands how SaaS revenue operations actually work.
Talk to an integration expert →Opportunities close in Salesforce or HubSpot, then someone manually creates the Sales Order in NetSuite — matching line items, pricing, customer entity, and subsidiary by hand. That handoff is where deals get delayed, revenue gets misattributed, and finance can't trust the ERP. A Celigo flow that fires on stage change and creates the correct NetSuite record — with lookup logic to prevent duplicate customers — eliminates the manual step entirely.
New subscriptions get captured. Upgrades, downgrades, pauses, and cancellations often don't — or they arrive late, missing the right period. Billing systems like Stripe or Chargebee emit events for every state change; without an integration that handles each one with the correct NetSuite transaction type, your MRR in the ERP is always partially stale.
Pipeline summaries, renewal forecasts, account revenue history — any question that needs a specific field filter in Salesforce becomes a ticket to the admin queue. The data exists; it's just inaccessible without SOQL knowledge or admin access. A Celigo AI Agent configured against the Salesforce org lets RevOps and sales query live CRM data in plain language from Slack, with full audit logging and no admin involvement.
Generic template sequences underperform because they can't reflect real prospect context. Manual research and personalisation doesn't scale past a small team. AI outreach flows built on Celigo — pulling enrichment data from LinkedIn and Apollo, generating copy via Celigo AI Agent, deploying through Smartlead — remove the research-to-send bottleneck and run at volume without a human in the loop between prospect identification and sequence launch.
Closed-won opportunities in Salesforce or HubSpot creating Sales Orders in NetSuite automatically — with correct line items, customer entity, subsidiary, and revenue attribution. Invoice and payment status flows back to the CRM so account managers always have an accurate picture. Lookup logic prevents duplicate customer records across both systems.
AI-powered flows that identify high-value prospects, enrich them via LinkedIn and Apollo, generate personalised outreach via Celigo AI Agent, and deploy sequences through Smartlead or HubSpot — all without a human in the loop between research and send. Campaign configuration in a Google Sheet, AI execution on Celigo. Running in production at 10,000+ leads.
Sales pipeline data from your CRM and recognised revenue from NetSuite joined into a single reportable dataset. Natural-language querying of live Salesforce data from Slack — without SOQL knowledge, without an admin, fully governed and auditable in Celigo. The gap between what sales sees in the pipeline and what finance has recognised, closed.
Subscription events from Stripe, Chargebee, or Recurly — new subscriptions, upgrades, downgrades, cancellations, renewals — flowing into NetSuite as the correct transaction types with proper revenue recognition treatment. MRR and ARR visibility in the ERP without manual reconciliation. Dunning events and failed payments surfaced to the right system.
Customer success data from Gainsight, ChurnZero, or Totango synced with your CRM — health scores, renewal signals, and expansion opportunities visible to the sales team without context-switching. Support ticket data from Zendesk or Intercom linked to NetSuite customer records for support-billing visibility. The full customer lifecycle in one coherent dataset.
TwinsAI needed an outreach system that could operate at volume without the research-to-send cycle becoming a manual bottleneck. Generic template sequences weren't producing results, and the team couldn't scale the research and personalisation work required to do better.
Entech built a Celigo AI Agent flow that identifies high-value prospects via Apollo, enriches them with deep LinkedIn data via Phantombuster, stores structured properties in HubSpot, generates personalised copy using Claude and GPT-5 with length and tone guardrails, and deploys sequences through Smartlead automatically. Campaign managers configure intent in a Google Sheet — the AI handles everything from prospect identification to sequence launch. The live database holds over 10,000 contacts with zero manual data entry in the flow.
A fast-growing SaaS company's RevOps and sales teams were generating a constant stream of ad hoc data requests — pipeline summaries, account revenue history, renewal forecasts — that required Salesforce admin access to answer. Every question that needed a specific field or filter combination was a ticket to the admin queue.
Entech implemented a Celigo AI Agent configured against their Salesforce org. Team members now ask questions in plain language from a Slack slash command — account history, deal status, open renewal dates, custom filter combinations — and receive formatted responses within seconds. Dynamic JavaScript filter mapping handles relative dates, currency thresholds, and multi-condition queries. All queries are governed, rate-limited, read-only enforced, and auditable within Celigo's execution history.
SaaS businesses often operate across multiple currencies and legal entities before they've figured out their integration layer. A Salesforce opportunity in USD that needs to become a NetSuite Sales Order for a UK subsidiary — correctly converted, correctly attributed, correctly stamped for revenue recognition — is not a field map. It's conditional logic that needs to be designed before build begins.
An ecommerce order is created once and fulfilled. A subscription is created, upgraded, downgraded, paused, reactivated, and cancelled — sometimes multiple times in a year. Each state transition needs to flow correctly into the ERP with the right treatment. An integration that handles new subscriptions but not mid-cycle upgrades will produce billing errors within weeks of go-live.
The integration doesn't create duplicate records or inconsistent naming conventions — it exposes them. A Salesforce org that's been running for five years typically carries years of accumulated inconsistency. Syncing it to NetSuite without a data quality pass first guarantees duplicate customers and broken lookups. We audit the source data before build begins, not after the first sync run.
The value of an AI outreach or query flow is only realised if it stays within defined parameters — message tone, send cadence, read-only access to CRM data, audit trail for compliance. Flows that run without guardrails produce unpredictable results at scale. We design the governance layer — approval gates, rate limits, read-only enforcement, execution logging — as part of the initial build.
Every SaaS RevOps engagement starts with a data model review — not a requirements document. We map what record types exist in each system, how they relate to each other, which fields are required at the destination, and what happens when a source record changes. For CRM-to-ERP flows, that means understanding your opportunity structure, your product catalogue, your customer entity model, and your revenue recognition rules before writing a single Celigo flow.
For AI flows, it means defining the scope of what the agent can and cannot do before it's deployed — what data sources it can access, what actions it can take, what triggers human review, what gets logged and where. The governance architecture is part of the build specification, not an afterthought.
Most of the SaaS integrations we build involve custom JavaScript logic — dynamic field mapping, conditional routing, non-standard API response handling — that the standard Celigo connectors don't cover out of the box. We scope this explicitly upfront so timeline and cost reflect what's actually being built.
CRM, opportunity-to-order flows, AI Agent queries, and CS data visibility.
View page →ERP-level order management, revenue recognition, and subscription billing.
View page →Celigo AI Agent capability — outreach automation, CRM querying, and MCP Server.
View capability →We're happy to talk through the specific systems involved before any engagement — no sales pitch, just a technical conversation about what you're trying to connect and what's realistic.