Automate quote-to-cash with the ZoneBilling-Salesforce integration
85%+
Integrate Salesforce and ZoneBilling
There’s no need to compromise. Let sales use best-in-class Salesforce tools and accounting use ZoneBilling in NetSuite. The seamless integration automates every touchpoint.
Each time a contract is amended and quoted in Salesforce, ZoneBilling automatically updates the contract in NetSuite for accurate invoicing, revenue recognition and reporting. No manual rebooking, no manual rev rec updates, no arguments with sales.
Make complex sales deals possible. ZoneBilling provides standardization and automation to handle complicated deals with minimum human effort. Handle any type of bundling or proration, discounting or delays, subscriptions or services – our limitless monetization models offer limitless freedom.
Unlike other billing systems, ZoneBilling makes revenue recognition easy. When your Salesforce integration pushes a contract amendment to ZoneBilling, we can fully automate the quote-to-cash process, including recalculating total contract value (TCV) and revenue recognition. Plus, Zone Data Platform brings your Salesforce and ZoneBilling data together for unified quote-to-cash data visibility.
See how ZoneBilling and Salesforce enhance billing
Seamless integration for quote-to-cash automation
A powerful, ready-made API connection
Operations scale easily with the ZoneBilling-Salesforce integration. A powerful ZoneBilling API wrapper enhances the NetSuite endpoint, so the business can handle increasing transactions and complex billing situations without compromising performance.
Touchless billing from Salesforce to NetSuite
Reflect contract updates with 80% less effort from accounting. Based on Salesforce triggers, automatically create invoices, trigger renewals and manage proration directly within ZoneBilling, reducing manual effort and workarounds.
Auto-sync to revenue recognition
ZoneBilling makes revenue accounting easy – even for fair value allocation. When your Salesforce integration pushes a contract amendment to ZoneBilling, we update the revenue elements accordingly. Plus, we auto-merge and auto-reallocate when an upsell occurs midway through a contract.
Stay connected to the general ledger
Unlike competitors, ZoneBilling does not break your journal entries. Instead, the simple ZoneBilling-Saleforce integration keeps finance teams within NetSuite and provides a unified audit trail from journal entries back to contracts – for quick, compliant end-of-month close.
Frequently asked questions
ZoneBilling integrates to Salesforce through iPaaS (Integration Platform as a Service) providers like Workato and Celigo. These tools work together so you can build any integration needed.
For example, some customers use a Workato recipe to sync closed-won opportunities into ZoneBilling within your NetSuite account. Others use a Celigo template to bring over the Salesforce Opportunity, Salesforce Order, and/or Salesforce Contract into ZoneBilling within the NetSuite account.
Need more? Workato and Celigo can support nearly any integration you need. Contact sales for more info.
While the integration itself is quick, some customers may wish to take the opportunity to set up Salesforce RCA for the first time, or reconfigure CPQ, in which case the total integration timeline would be extended.
Yes – we can work with you whether you’ve implemented Salesforce, Salesforce CPQ, Salesforce RCA (formerly Salesforce RLM), or you haven’t fully implemented these yet.
Zone & Co works with many trusted partners who are experts in implementing Salesforce and ZoneBilling, not to mention NetSuite. Request a demo and we’ll connect you with the partner that best suits your needs.
No, this integration is available at no additional cost.
However, you will need an iPaaS (Integration Platform as a Service) such as Workato or Celigo. Additionally, we recommend either using a professional services partner to do the 1:1 mapping between Salesforce and ZoneBilling/NetSuite, or allocating a qualified internal resource to do so.
Yes, we recommend you choose the right setup and preferences for a bidirectional integration between ZoneBilling and Salesforce. This will improve visibility between sales, finance and customer invoicing.
For billing purposes, ZoneBilling ingests information from Salesforce like contract start/end date, customer name, address, bill-to, amount and items on the subscription.
For sales purposes, we recommend the ZoneBilling invoice in NetSuite can be shared back to Salesforce so sales can see the customer invoice and the state of the account (such as payment status).
Yes! ZoneBilling can be integrated with CRMs like Hubspot CRM, DealHub CRM and NetSuite CRM. For more information, please contact sales.
Yes, customers often integrate their proprietary system with ZoneBilling. The ZoneBilling API wrapper (ZAB API) supports these integrations with a highly-performant REST API. For more information, check out the ZoneBilling API documentation.
Zone Data Platform centralizes data from both Salesforce and ZoneBilling, enabling a unified view of quote-to-cash metrics. With ZoneReporting Power BI reports or Zone Data Warehouse, customers can analyze datasets for insights into sales performance, billing trends and revenue growth.