Salesforce Integration
Flexprice pushes billing data directly into Salesforce custom objects and opportunity fields. Sales, RevOps, and Finance all work from the same billing truth.
Getting started
Push live billing data from Flexprice into Salesforce custom objects. Sales, RevOps, and Finance stop maintaining separate spreadsheets and work from a single billing source of truth.
Install the Flexprice Salesforce package
Download the managed package from the Flexprice dashboard under Settings > Integrations > Salesforce. Install into your Salesforce org (sandbox first, then production). The package creates custom objects for Subscriptions, Invoices, and Usage Summaries.
Configure API credentials
Generate a Salesforce Connected App client ID and secret. Enter these in the Flexprice integration settings. Flexprice uses OAuth 2.0 server-to-server flow — no user session required for sync.
Map accounts and contacts
Match Flexprice customers to Salesforce Accounts by email domain or custom external ID. Existing opportunity records are matched by CRM ID stored in Flexprice customer metadata.
Configure field mappings
Map Flexprice metrics (MRR, event volume, plan name) to standard or custom Salesforce fields. Sync frequency is configurable from hourly to real-time via webhooks for critical billing state changes.
CRM and billing in sync — no manual updates
Available on Growth and Enterprise plans. Contact us to request early access or book a demo of the Salesforce connector.