Zuora is a popular and critical application for businesses that offers product/services as a subscription e.g. Box, HBO, Zoom, Clear, Prezi, BetterCloud, Zendesk, and more.
Configure Price Quote (CPQ) Integrations
For B2B companies with an existing CPQ can connect their CPQ (e.g. Salesforce, Microsoft CRM Dynamics, Apttus etc.) solution to the Zuora connector. By connecting to Zuora, they can sync the pricing, orders, subscription, usage, AR, and revenue data.
CRM Integrations
By connecting Zuora to CRM applications, users can provide sales and support teams instant access to billing data.
- Sales: Zuora’s pricing catalog can be exposed in sales system so pricing and transactional (i.e., invoices, payments, refunds) information can be used to automate creation of subscription quotes.
- Support / Service: By providing instant access to customer subscription, billing and payment history, renewal dates, and key subscriber metrics in the support / service system for complete visibility into the subscriber relationship allowing agents to resolve issues faster, and create better CX.
Connector features
- The connector currently supports OAuth2 connection. App registration needed.
- Triggers/Actions
- Documentation