Salesforce integration to automate provisioning
Orb's sales automation integration brings the full power of Orb's APIs natively into Salesforce. This integration allows your sales operation team to build customizable, automated provisioning workflows via Salesforce Flow. Whereas Salesforce integrations are typically limited in scope and functionality to a rigid set of pre-determined fields, Orb's Salesforce integration allows you to configure all fields on a customer or subscription from within Salesforce.
With this integration, you can: Automatically create an Orb subscription when an opportunity is closed, also transferring the customer information and metadata as appropriate Use details from custom or native objects in Salesforce (e.g. an Order) to properly set pricing information in Orb. This integration enables incredibly powerful workflows, including those that create net-new plans corresponding to your customer's order structure.
Because your sales reps work directly in Salesforce, this automation minimizes the incidence of manual errors because it eliminates re-entry of billing details in Orb — once set up, information syncs between systems seamlessly.
This video explains how you can use the integration to automatically create an Orb customer and subscription with custom contract overrides when a Salesforce Opportunity is moved to the Closed/Won stage. Visit the docs for more detailed documentation.