Connect Salesforce to Bill.com
Yes, Salesforce integrates natively with Bill.com.
You can connect Salesforce to Bill.com directly without using third-party automation tools. This is usually free and built-in.
How to Set Up
Since Salesforce has native integration with Bill.com, follow these steps:
- Log in to your Salesforce account
- Navigate to Integrations or Apps section
- Search for Bill.com
- Click Connect and authorize the integration
- Configure your data sync preferences
- Save and test the connection
âšī¸ Native integrations are free and typically sync instantly. Visit Salesforce's official documentation for detailed steps.
Common Use Cases
Sync Data
Automatically sync new records or updates from Salesforce to Bill.com.
Real-time Notifications
Get alerts in Bill.com when something happens in Salesforce.
Centralized Dashboard
Keep all data synchronized across your tools with automatic updates.
Automated Workflows
Build complex automations that trigger actions across both platforms.
FAQ
Is this integration secure?
Yes. Salesforce and Bill.com use OAuth 2.0 authentication, meaning you never share passwords. You can revoke access anytime.
How much does this cost?
Salesforce's native integration is free. Both Salesforce and Bill.com may have their own pricing.
How long does setup take?
Usually 5-15 minutes for native integrations.
How often does data sync?
Salesforce and Bill.com typically sync instantly or within minutes.