Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
BillingPlatform - Enterprise Monetization
One Platform. Infinite Possibilities.
- Business Need
- Quotes & Orders
- Requires
- Sales Cloud
The integration between Salesforce and BillingPlatform connects billing and invoicing information directly with your CRM, giving sales the most accurate and up-to-date information about their customers.


Watch Video


Watch Video
Highlights
With the pre-built connector, data is seamlessly synchronized between Salesforce and BillingPlatform. With point-and-click configuration, adding or deleting fields directly within Salesforce is simple, synchronizing data between billing and your CRM.
Integration of BillingPlatform and Salesforce allows sales, executives and finance to see all revenue generated from each client and view revenue metrics across territories as soon as invoices and activity are rated, directly from Salesforce.
With this integration, invoices, products, and payments from BillingPlatform are synchronized with quotes, opportunities, and accounts in Salesforce, giving sales a complete picture of the revenue generated, automating the quote-to-cash process.
Provider Details
Pricing Details
Actual pricing will vary depending on company size and usage.
Default Plan
$1 USD/company/year