Why you should automate with Salesforce CPQ

Quote to cash

Quote to cash
Revenue management
Order to cash
Human capital management

Why these integrations and automations matter:

Salesforce CPQ is a unified system that helps you move customers from quote to cash quickly. Integrate Salesforce CPQ with your other apps to accelerate quotes, approvals, and invoices.
Accelerate quotes

Use Salesforce CPQ’s guided selling, pricing engine, and solution configurator to pitch to and negotiate with customers. Then, quickly process the quote by integrating Salesforce CPQ with an ERP like NetSuite or SAP ERP.
Get approvals

Don’t let a deal get tied up in the approval stage. Integrate Salesforce CPQ with Workbot for Slack or Microsoft Teams to automatically request approvals from managers and send periodic reminders until the request is approved or denied.
Generate invoices

Integrate Salesforce CPQ with an accounting platform like Sage Intacct or Quickbooks Online to automatically create invoices for your closed deals.

Do everything in one place

Customize your Salesforce CPQ integration with the following triggers and actions.

Triggers

When this happens…

Salesforce CPQ

Object created
Object created in Salesforce CPQ
Daily object review
Daily Object review in Salesforce CPQ
Object created/updated
Object created/updated in Salesforce CPQ

Any other trigger you can think up

Actions

Do this…

Salesforce CPQ

Custom action
Custom action in Salesforce CPQ (Custom)
Create object
Create object in Salesforce CPQ
Get related objects
Get related object list in Salesforce CPQ
Search objects
Search for objects in Salesforce CPQ
Update object
Update object in Salesforce CPQ

Any other action you can think up

Let us tailor your Salesforce CPQ integrations

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About Salesforce CPQ Integrations

Salesforce CPQ helps your sales team close complex deals faster, while giving your customers a better buying experience. It provides a single source of truth for your revenue data by helping you manage customers and partners through the configure, price, and quote process.

How you can integrate Salesforce CPQ

Control parameters and pricing for complex product packages
Solidify your customer base through increased visibility of sales data
Automate downstream financial operations to save time and reduce errors
Speed Q2C by providing sales with intelligent customer insights

Salesforce CPQ integrations and automations

Why you should automate with Salesforce CPQ

Why these integrations and automations matter:

Accelerate quotes

Get approvals

Generate invoices