CRM Integrations

[krishnasurangi]

Can Canvas be integrated with CRM systems like Zoho and Salesforce? Can the student details be mutually transmitted between the 2 systems?

[nr2522 · Accepted solution]

Hello,  @krishnasurangi .

C‌anvas has a robust API (Canvas LMS REST API Documentation), so it can integrate with many applications. We did some integrations here with Salesforce. There's nothing out of the box on either end, so you'll have to program the integrations in-house or hire a service provider to build them for you.

Best,

Nelson

[chris18]

Hey Nelson!

thanks for your answer here.

do you have any opinion on this company that seems to offer an integration layer to connect Canvas with SalesForce?

LingkSync for Canvas and Salesforce — Lingk 

best regards 

Chris Hall 

[nr2522]

Sorry, Chris, but I am not familiar with this company or its products.

[ThomasDrieam]

Hi everyone,

At Drieam, we have developed an eCommerce platform called Eduframe that can function as a middleware between Canvas, your CRM system, and any other software you'd like to integrate. 

We work exclusively with Canvas LMS, particularly for continuing education.

Hope this helps!

Thomas

[AnissaThompson]

(Good to see you here, @ThomasDrieam ! We met at UPCEA Convergence, and I'll be contacting you soon to get a demo going!")

[ThomasDrieam]

Hi Anissa, 

Yes, I definitely remember. Good to see you here too! 

Looking forward to the demo. Happy holidays!

Thomas

[jlubkinchavez]

We built a Canvas-Salesforce integration using Cyclr, a no/low-code integration platform as a service (iPaaS) solution. They have the connectors to the APIs, and you build the flow visually, with boxes and arrows. You do still need a deep understanding of the structure in Canvas and in Salesforce, but you don't need a lot of technical knowledge. And it is an option to hire them to build your flows. We looked at LingkSync but, at the time anyway as I recall, it was more technical. (On a scale of Zapier to Workato, Lingksync seemed more Workato and Cyclr seemed right in the middle). Unfortunately, Eduframe (mentioned above) was not on our radar, so I haven't looked at it (though it also sounds like potentially overkill for my particular context.) There were a few other no-code iPaaS option we identified, but Cyclr already had some endpoints for Canvas built (and now they have more!). Our experience has been that the documentation is a little lacking and the tool could be more intuitive, but the support has been great.