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Salesforce integration

Metronome's out-of-the-box Salesforce integration allows you to easily link Metronome data to existing accounts in Salesforce. This integration gives customer-facing teams up-to-date data to turn self-serve customers into sales opportunities, drive upsell and cross-sell conversations, and understand customer engagement and adoption.

Salesforce integration early access program

To set up a Salesforce integration, please contact your Metronome representative.

Data Sync

After installing the integration into your Salesforce environment, the following customer data is updated each day:

  • Finalized invoices
  • Current draft invoice
  • Current and historical plan(s)
  • Daily usage by billable metric
  • Credit grants and remaining balances

Integrate with your existing sales process

Send your contracts directly to Metronome and provision customer plans using Metronome and Salesforce Flow.

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