Announcing Sequence’s new Salesforce integration

The hardest challenges in the quote-to-revenue journey often arise at the boundaries between functional teams involved in the process – Sales, Finance and Engineering. Without a unified platform, translating contracts into accurate billing, feeding usage data into invoice charges, and maintaining visibility across the entire revenue lifecycle all end up involving manual, error-prone workflows. Sequence’s mission is to help businesses break down these barriers – and today, we're excited to announce the launch of our new Salesforce integration, the latest addition to Sequence’s toolkit to streamline revenue collection end-to-end.

Bridging the gap between Sales and Finance

The Sequence Salesforce integration gives Sales teams real-time visibility of billing and invoicing data. When a billing schedule or invoice is created in Sequence, it is automatically synced back into Salesforce. Sales representatives can monitor the billing history of a customer throughout their contract, informing upselling and renewal discussions. This is especially important for usage-based pricing contracts, where billing amounts and total contract values are not determined upfront. By providing a clear line of sight into billing and usage data, Sequence enables sales teams to engage more effectively with customers and make informed decisions.

Drive billing automation straight from the CRM

The integration enables two paths for automatically setting up pricing in Sequence for your new Salesforce deals:

• With Salesforce Flow: with the integration set up, you can leverage the full power of the native Salesforce workflow builder, Salesforce Flow, to automate the creation of customer and billing schedule objects in Sequence in line with your unique business logic. For instance, you can create a flow that automatically sets up a new customer and billing schedule in Sequence whenever an opportunity enters a target stage in Salesforce. Pricing details captured on the opportunity can be seamlessly transferred to Sequence, ensuring that the billing schedule is configured with the correct products and prices.

• With Sequence CPQ: if you use Sequence CPQ, your Sales reps can now launch the Sequence quote builder directly from an opportunity page in Salesforce. Sequence pulls customer details from the related Salesforce account straight on the quote, and syncs the quote back to the original opportunity when published. Once the customer signs, execute the quote in one-click to start billing.

A Salesforce-native experience

The integration brings Sequence data and functionality directly into Salesforce, allowing your Sales rep to interface with Sequence without leaving their primary work environment. The setup and configuration will feel familiar to teams used to working in Salesforce – just install the Sequence managed package in your Salesforce org, configure authorization credentials on both ends of the integration, and you are ready to go. To further streamline the process, we provide pre-built Flow templates for common workflows, such as setting up a new customer and billing schedule when an opportunity is closed-won.

The future of Sales-to-Finance automation

The Salesforce integration is just one of the many ways Sequence is helping businesses eliminate friction at the boundary between Sales and Finance. Alongside our CPQ tool, this integration is part of our broader goal of bringing Sales and Finance teams closer together, fostering collaboration and efficiency.

And with our upcoming AI contract ingestion feature, which will allow any contract PDF to be automatically translated into a billing schedule, we are continuing to push the boundaries of what’s possible in this space.

Learn more in our docs.