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4 advantages of the Salesforce add-on that you'll love.

Automation
Automatic creation of invoices & estimates.
Billomat automatically creates your invoices and estimates based on your opportunities. You can use triggers to determine when the invoices or estimates need to be created.
Modern UI
Easy handling thanks to the modern user interface.
When developing Billomat, we paid particular attention to giving you a great user experience. Connecting Billomat and Salesforce is very simple.
Personal support
Free help, whenever you need it.
Our customer service is TÜV certified! We can personally help you to set up the integration and connect your Salesforce account. We can do all of this free of charge.
Configuration
Individual configuration of the integration.
We are aware that the requirements for a Salesforce app sometimes differ considerably. Therefore, we offer you the chance to configure the integration according to your requirements.

What is Salesforce?

Salesforce - The cloud-based CRM system.

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.

Pricing

How much does the Billomat Salesforce app cost?

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.

Requirements

What are the requirements?

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.

Convince yourself

Try Salesforce 30 days for free

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

Do you still have questions?

Feel free to contact us at any time.
support@billomat.com

 

  • How does integration work?

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.

 

  • Where and how do I download the app?

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.

 

  • Can I create other document types with the app?

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.

 

  • Can I use the app even if I don’t use opportunities in Salesforce?

No, the app currently only supports the creation directly from opportunities. However, corresponding extensions are planned for the future.

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