Salesforce
Measure supports a deep integration with Salesforce to support your sales workflows.
Setup
To get started with the Salesforce integration, select Integrations > Available Apps > Salesforce
Configuration
Measure allows for Action Mapping and Field Mapping with Salesforce for a highly customized integration. The Action Mapping determines what happens in Salesforce when actions happen in Measure.
Similarly, you can configure which fields are mapped on customers and contracts in Measure and Salesforce.
Contract Workflow from Salesforce
Salesforce can be configured to automatically launch Measure contracts through the use of custom buttons. Once set up, you can launch the creation of Measure contracts right from the Salesforce Opportunity Page.
Price Catalog
You can easily push your price catalogue created in Measure to Salesforce. This allows you to create your preferred pricing model in Measure and have access to it in your Salesforce deal flow.
⚠️ If your CRM does not support complex pricing (e.g., gradient pricing), the price (including the amounts) will be added to the description field of the price in your CRM.