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Salesforce is a leading solution in cloud-based CRM systems (i.e. Customer Relationship Management). Through the new Salesforce integration offered by Billomat, you can now synchronize your opportunities with your accounting software.
Instead of typing out your Salesforce contacts manually, the customer data is transmitted directly to Billomat. Based on your opportunities, Billomat automatically creates invoices with a professional design. The entire process is flexible – via the app settings, you can define which information belongs on the invoices and when the invoicing process is triggered.
You can try the Salesforce app for 30 days free of charge. Afterwards, the use of the add-on costs 39€ per month per Salesforce user. A free Billomat account is included in the business plan. You can also specify exactly which users of your Salesforce account the add-on should be installed for. This way, you have the costs under control at all times.
To use the Salesforce add-on, you need to have a Salesforce account with API access. This is available when using the Enterprise, Professional (with additional costs), and Unlimited licenses, as well as a Billomat account and the Salesforce Billomat app.
Simply navigate to Salesforce AppExchange and download the extension for Billomat to connect your accounting software directly to the CRM solution. In a short picture gallery you will learn exactly how the connection process works.
Go to Salesforce AppExchange
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The app enables you to create invoices and estimates in Billomat directly from your opportunities in Salesforce. In the opportunity, both products and individual custom fields can be used for this, and, depending on the settings, the whole process can also be automated. The documents created in Billomat can then be sent back to Salesforce as a PDF and attached to the opportunity.
To download the app, go to the Salesforce AppExchange store and download the app using the “Get it now” button. Now all you have to do is log in with your Salesforce data and install the app in your account. Here you also have the choice of where to install the app, You can also choose whether you want to install the app in the sandbox or directly on Live. Please note that the sandbox is, unfortunately, not yet supported.
No. Currently, you can create only estimates and invoices. Other document types such as payment reminders, recurring invoices, and credit notes will be included in the future.
No, the app currently only supports the creation directly from opportunities. However, corresponding extensions are planned for the future.