Salesforce integration for Billomat

Become a beta tester for our new Salesforce app!

Are you using Salesforce as a CRM system and do you want to automate your invoicing process? The new Salesforce integration (beta) by Billomat makes it possible! Thanks to the direct link between the CRM and the accounting software, Billomat automatically creates invoices and customers based on your opportunities.

Become a beta tester for the Salesforce app!

Try the new Salesforce app before everybody else!

What is Salesforce?

Salesforce is a leading solution in the area of the cloud-based CRM (that means customer relationship management). Thanks to the new Salesforce integration by Billomat, you can now synchronise your opportunities with your accounting system.
Instead of tediously typing out all your Salesforce contacts, the customer data are directly transferred to Billomat. Based on your opportunities, Billomat automatically creates invoices in a professional design. At the same time, your process stays entirely flexible – throughout the app settings, you can define all by yourself which information belongs on the invoice and when the invoicing shall be initiated.

For whom is the Salesforce integration suited?

The Salesforce integration by Billomat is ideal for all Salesforce customers and all those Billomat users who either wish to use Salesforce in the future or are looking for a CRM tool including an invoicing feature.

What does the Salesforce integration by Billomat cost?

Currently, we are in the beta phase. As a member of our beta group, you can try the Salesforce integration by Billomat entirely for free and to its full extent.

What advantages does the Salesforce integration offer?

Through the interface, you can directly transfer your customer contacts from Salesforce to Billomat. Billomat automatically creates invoices for you, based on your opportunities. During this process, you can determine quite flexibly with triggers at what time the invoicing shall be initiated. You can also configure the structure of your invoice individually throughout the app settings.

What are the prerequisites to use the add-on?

For the use of the Salesforce add-on for Billomat you need:

  • a Salesforce account
  • a Billomat account
  • activation as a beta tester
  • the Salesforce Billomat app

How do I become a beta tester?

Send an email to beta@billomat.com to sign up as a beta tester for the new Salesforce integration by Billomat. We will contact you shortly with all the details. Of course, the use of the Salesforce integration in the beta phase is entirely free of charge.

Any questions?

You will find further explanation in our FAQ.
In case you have a bigger problem, you can contact our support at any time.

FAQ Support

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