German Software Company, HERO Unified Its Accounting and CRM with Webkul

HERO Software is a German software company building an operating system for the skilled trades.

From electricians and roofers to carpenters, they help craft trade businesses across Germany run their entire operation in one place.

Their platform is built around a straightforward belief: that tradespeople deserve software that is as good at its job as they are at theirs.

But even a company that helps others fix their data problems can end up with its own. And that is exactly what happened.

Challenge: Accounting Data Spread Across Two Systems

HERO Software was managing its accounting data across two separate legacy tools. Both systems held pieces of the financial picture, but neither gave the full view.

On top of that, their Salesforce platform, where customer relationships were tracked, had no connection to any of it.

The gaps were subtle at first. But over time, they started adding up:

• Contract data in Salesforce had no connection to the accounting side of the business, so the two sides of the operation were always slightly out of step.
• Invoices created in the accounting system had to be tracked and updated manually. There was no automated way to bring them back into Salesforce.
• Customer and contact records lived in separate environments. It meant any update in one place had to be repeated on another platform.
• There was no single place where a team member could look and trust what they were seeing.

The decision was clear: consolidate the accounting data into Odoo, and then build a reliable, working connection between Odoo and Salesforce.

The Goal: One Clean Flow Between Odoo and Salesforce

HERO Software’s requirements were well-defined. They wanted a real, two-way integration that would let both platforms work together without any manual data pushing in between.

Specifically, they needed to:

• Export contracts from Salesforce into Odoo, both in real time and on a scheduled basis.
• Import invoices from Odoo back into Salesforce, including the actual PDF copies, so everything was in one place.
• Sync accounts and contacts automatically to keep customer data consistent on both sides.
• Give the team manual controls, buttons, and quick actions, so they are never locked out of managing data on their own terms.
• Handle contract upgrades and future-dated upsell items reliably, with automated scheduling.

Why HERO Software Chose Webkul

HERO Software knew exactly what they wanted. They needed a connector built for this specific integration: Salesforce on one side and Odoo on the other.

The Webkul Odoo Salesforce Connector was designed precisely for this setup.

Rather than building a custom integration from scratch, the connector gave them a purpose-built solution with the flexibility to handle their specific business logic.

For a company that builds software to help trade businesses run more efficiently, bringing in a messy or hard-to-maintain solution was never an option. Webkul’s approach fit the way they worked.

Solution: A Two-Way Integration That Bridged Their Data Gap

The Webkul team configured the Odoo Salesforce Connector to meet HERO Software’s specific requirements:

Contract Export — Scheduled and Real-Time

Contracts created or renewed in Salesforce are automatically pushed to Odoo. A nightly scheduler handles renewal contracts, while real-time triggers take care of new accounts, contacts, and products the moment they are created or updated.

Invoice Import — Scheduled and On-Demand

Every morning, a scheduler pulls all new invoices from Odoo into Salesforce — including the attached PDF for each one. If a team member needs the latest invoice status, a quick action on the record handles it immediately.

Upsell and Future Line Item Handling

When a contract is upgraded, or new line items are added with a future start date, a dedicated scheduler checks daily and exports those items to Odoo exactly when their start date arrives.

Follow-Up Activity Sync

A quick action on the Account page lets the team pull follow-up notes from Odoo directly into the Salesforce account chatter. This kept the full customer conversation in one place.

The Impact: After the Integration Went Live

HERO Software now has both platforms working as one connected system rather than two separate tools that happen to exist in the same company.

• Contracts move from Salesforce to Odoo automatically without any manual export.
• Invoices land in Salesforce on their own every morning, so the team always starts the day with an up-to-date picture of what has been billed.
• Customer and contact data stay consistent across both platforms in real time, so no one is working from a week-old record.
• The team has manual controls at their fingertips, so they are never waiting on a scheduler if they need something now.
• Future upsell items are handled without anyone having to remember to follow up.

Conclusion

HERO Software did not have an unusual problem. Many businesses find themselves in the same spot.

What they needed was not a complicated custom build. They needed the right connector, set up the right way, by a team that understood both platforms.

Webkul brought Odoo and Salesforce together for HERO Software — and the two systems have been working as one ever since.

Running Odoo and Salesforce side by side?

Get in touch with the Webkul team at [email protected] or raise a ticket. We will walk you through the right setup for your business — step by step.