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Salesforce integration connects your CRM opportunities to Measure contracts, enabling sales teams to create and track contracts directly from Salesforce.

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Key Capabilities

  • Contract creation from opportunities: Launch Measure contract creation directly from Salesforce opportunity pages via custom buttons
  • Two-way sync: Keep customer and opportunity data synchronized between Salesforce and Measure
  • Contract status visibility: Track contract progress, signature status, and payment collection from within Salesforce
  • Price catalog sync: Push your Measure product catalog to Salesforce for use in opportunity workflows

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Data Synchronization

Configure how data flows between Salesforce and Measure: Action mapping: Define what happens in Salesforce when actions occur in Measure. Automate status updates, field changes, and notifications based on contract events. Field mapping: Map customer and contract fields between systems to ensure data consistency. Support for standard and custom fields.

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Sales Workflow

The Salesforce integration streamlines the quote-to-cash process:
  1. Sales rep works an opportunity in Salesforce
  2. When ready, launches Measure contract creation from the opportunity page
  3. Contract status updates sync back to Salesforce automatically
  4. Opportunity closes when contract is signed and payment is collected

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Price Catalog

Products and pricing plans created in Measure sync to Salesforce. Your sales team can access the full pricing model within Salesforce while Measure remains the source of truth.
For complex pricing models (e.g., gradient pricing), pricing details are added to the description field in Salesforce.

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Custom Objects

Measure pushes custom objects to Salesforce for subscriptions and invoices, giving your team full visibility into billing data within the CRM. Subscription objects: View active subscriptions, plan details, billing frequency, and renewal dates directly on account and opportunity records. Track subscription changes over time without switching between systems. Invoice objects: Access invoice status, amounts, due dates, and payment history from within Salesforce. Identify overdue invoices and outstanding balances at a glance.

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Customer Success Workflows

Use Measure data in Salesforce to power CS automation:
  • Overdue account alerts: Trigger tasks or notifications when invoices become overdue, enabling proactive outreach before accounts fall further behind
  • Renewal workflows: Automatically create renewal opportunities based on subscription end dates
  • Health scoring: Incorporate payment history and invoice status into customer health scores
  • Revenue reporting: Build reports combining CRM pipeline data with actual invoiced and collected revenue from Measure for more accurate forecasting