We’re thrilled to announce our newest CRM integration: Alguna + Salesforce.
This integration creates a powerful real-time sync between your billing engine and your CRM—giving SalesOps and RevOps teams full visibility into customer billing status, deal value, subscription health, and renewal activity, all from within Salesforce.
Combined with our recently announced redesigned CPQ workflow (read more), this integration brings structure, automation, and data integrity to your entire quote-to-cash pipeline.
How the Alguna + Salesforce Integration Works
This two-way integration ensures Salesforce always reflects the latest customer billing data—eliminating the need to chase down spreadsheets or wait for end-of-month updates.
Sync key billing and subscription data into Salesforce
Automatically populate deal records in Salesforce with real-time data from Alguna—including contract value, billing status, renewal dates, product usage, and more.
Ensure alignment between sales and finance
With billing data flowing directly into Salesforce, Sales, Finance, and RevOps teams operate from the same source of truth—without context switching or manual updates.
Improve forecasting and customer visibility
Sales teams gain visibility into invoice status, contract start and end dates, and metered usage—all within the CRM they already use daily.
Why This Matters
For SaaS companies, disconnected quoting, billing, and CRM systems create blind spots, missed handoffs, and inaccurate forecasts. This integration closes that gap—bridging your deal pipeline and billing engine.
Benefits include:
- Real-time sync of customer billing data into Salesforce
- Improved renewal tracking and revenue forecasting
- Streamlined workflows between Sales, RevOps, and Finance
- Reduced errors in quoting and subscription management
Who This Is For
The Alguna + Salesforce integration is built for:
- SaaS companies using Salesforce as their system of record
- SalesOps and RevOps teams managing complex pricing and renewals
- Finance teams seeking tighter controls over subscription and billing data
- GTM teams aiming for unified visibility across the customer lifecycle
Get Started in Minutes
Connecting Alguna to Salesforce is secure, fast, and requires no custom development.
