Why you should automate with Salesforce CPQ
Quote to cash
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
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 createdObject created in Salesforce CPQ
- Daily object reviewDaily Object review in Salesforce CPQ
- Object created/updatedObject created/updated in Salesforce CPQ
Any other trigger you can think up
Actions
Do this…
Salesforce CPQ
- Custom actionCustom action in Salesforce CPQ (Custom)
- Create objectCreate object in Salesforce CPQ
- Get related objects BatchGet related object list in Salesforce CPQ
- Search objects BatchSearch for objects in Salesforce CPQ
- Update objectUpdate object in Salesforce CPQ
Any other action you can think up
Let us tailor your Salesforce CPQ integrations
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Related Solutions & Content
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
