Applied Epic to Salesforce Integration
Break free from per-user licensing and API limitations. A custom integration gives you full control over your data, your sandboxes, and your costs.
Get StartedThe Applied Epic Connector Problem
The AppExchange connector from Applied Systems works, but it comes with real limitations.
Per-User Licensing Fees
Applied charges $49 per Salesforce user, per month. A 100-person team costs $58,800/year just for the connector. Scale through acquisition and watch that number climb.
Lead Conversion Their Way
The connector's workflow is designed to push data into Epic, not optimize your sales process. You're locked into Applied's conversion logic instead of building what works for your team.
Limited Data Coverage
The standard connector syncs Accounts, Contacts, Policies, Activities, and Attachments. Need claims data? Commission details? Custom fields? You're on your own.
No Downstream Integration
Want Epic data in your data warehouse, marketing automation, or client portal? The connector only talks to Salesforce. Everything else requires another solution.
Sandbox Refresh Costs
When you refresh a Salesforce sandbox, the connector breaks. Applied charges to reconnect it.
Vendor Controls the Roadmap
Applied decides what features get built and when. If your needs don't align with their priorities, you wait. Or work around it yourself.
Why Build a Custom Integration?
A purpose-built integration costs more upfront but eliminates recurring fees and gives you full control.
Fixed Cost, Unlimited Users
No per-user licensing. Whether you have 50 users or 500, the integration cost stays the same. Grow through M&A without licensing surprises eating into the deal economics.
Sync Any Data You Need
Policies, claims, commissions, invoices, producer data, suspenses, remarks. If it's in Epic, we can sync it. No artificial limits on what objects or fields flow to Salesforce.
You Control Sandbox Refreshes
Refresh your Salesforce sandbox whenever you need to. Reconnect the integration yourself in minutes, not weeks. No vendor tickets, no surprise invoices.
Feed Other Systems
Push policy data to your data warehouse, marketing automation, accounting system, or client portal. One integration layer, multiple destinations. Salesforce doesn't have to be the only endpoint.
You Own the Code
No vendor lock-in. If Applied changes direction, raises prices, or you switch consulting partners, the integration keeps running. Your intellectual property, your control.
When the API Isn't Enough
Applied Epic's API has limitations. We have a backup plan.
What's RPA?
RPA stands for Robotic Process Automation. It's software that mimics human actions in an application, like clicking buttons, entering data, and navigating screens.
Think of it as a digital worker that can log into Applied Epic and perform tasks just like a person would, but faster and without getting tired.
When the Epic API doesn't expose certain data, an RPA bot can step in and get the job done through the user interface.
When We Use RPA
- Data that's visible in Epic but not exposed via API
- Writing data back to Epic when API endpoints don't exist
- Complex workflows that span multiple screens
- Extracting reports or documents from Epic
The result: you get complete data coverage regardless of what Applied's API supports. API-first where possible, RPA where necessary.
Works With Your Salesforce Setup
Whether you're on Sales Cloud, Service Cloud, or Financial Services Cloud, the integration adapts to your environment.
Applied's connector uses its own custom objects. A custom integration gives you the flexibility to use whatever data model makes sense for your org.
Take Control of Your Sandboxes
With a custom integration, sandbox refreshes are a routine operation you handle yourself. No vendor involvement, no surprise quotes, no waiting weeks for reconnection. Refresh when you need to, reconnect in minutes, and keep your development cycles moving.
How We Build It
A proven process from discovery to production.
Map Your Data Flows
We document which Epic data needs to flow where, when it should sync, what triggers automation, and what edge cases exist in your specific setup.
Design the Architecture
API-first where Epic supports it, RPA for gaps. We use MuleSoft, Workato, or custom middleware depending on your existing tech stack and preferences.
Build and Validate
Staging tables, data validation rules, duplicate handling, error logging. We build the pipeline with full visibility into what's syncing and what's not.
Go Live and Monitor
Deploy to production with alerting, retry logic, and dashboards. You see exactly what's happening with your data at all times.
Applied Epic Connector vs. Custom Integration
See how a custom build compares to the AppExchange connector.
What Can You Sync?
With API access plus RPA capabilities, you can sync any data your business needs from Applied Epic.
Plus custom fields and data specific to your Applied Epic configuration.
We Know Insurance + Salesforce
HipTen works exclusively with insurance organizations. Carriers, MGAs, brokerages, agencies. We understand your data, your workflows, and the systems you rely on. Applied Epic integrations are part of what we do.
Ready to Take Control of Your Integration?
Let's map out your Applied Epic to Salesforce data flows. We'll scope the integration and show you what's possible beyond the standard connector.
Schedule a Consultation