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Salesforce

Access and sync all contract-related data between Salesforce and Tabs.

Overview

The Salesforce integration with Tabs automates the flow of customer and deal data, bridging sales activities and financial operations. It syncs customer information, deals, and contracts to enable smooth billing and revenue management.

Integration with Tabs

  • Auto-syncs customer data from Salesforce to Tabs.
  • Automatically imports closed-won opportunities’ corresponding contracts into Tabs.
  • Syncs product and pricing details from Salesforce to Tabs.
  • Syncs payments from Tabs to Salesforce.

FAQs

Yes, Tabs can pull in key data fields at the Account level in Salesforce and populate them at the Customer and Invoice levels in Tabs.

Category
  • CRMs

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