Eliminate Manual Work Between Rev.io And Salesforce

Sales teams rely on Salesforce to manage leads, opportunities, and customer relationships, while finance and billing teams use Rev.io to manage subscriptions, invoicing, payments, and recurring revenue. Without an integration, customer and billing data quickly become disconnected, resulting in duplicate records, delayed invoicing, and limited visibility into the customer lifecycle.

ConnectorHub seamlessly connects Rev.io and Salesforce, automatically synchronizing customer accounts, subscriptions, invoices, payment status, products, and revenue data. Sales, finance, and customer success teams always work with accurate, real-time information, helping improve customer experiences while reducing administrative overhead.

Integration Features

Speed Up Services Operation With Smart Automation

Prebuilt Integration Templates

Shorten implementation timeframes by utilizing existing templates for frequently used CorrigoPro and Salesforce integration situations

No-Code Workflow Builder

Build your own business rules with our easy visual designer with no coding needed!

AI-Assisted Data Mapping

Automate data mapping and transformation can speed up implementation and decrease errors.

Intelligent Error Management

Avoid further data disruption by offering improved error tracking, handling, and alerting

Workflow Orchestration

Design enterprise-quality multistep workflows without code visual designer

Enterprise-Grade Security

End to end security including secure API connect, role based data access policy, data encryption and log the audit.

What You Can Automate

Streamline Revenue Management

Customer Synchronization

Automatically sync customer accounts, contacts, and company information between Rev.io and Salesforce to maintain a single source of truth.

Subscription Management

Keep subscription plans, renewals, upgrades, and cancellations synchronized so sales and customer success teams always have the latest account information.

Invoice Synchronization

Automatically sync invoices, billing status, and payment updates between Rev.io and Salesforce to improve financial visibility.

Opportunity-To-Billing

Convert closed Salesforce opportunities into Rev.io customer accounts and billing workflows without manual data entry.

Payment Tracking

Share payment status, outstanding balances, and account history across both platforms to help teams manage customer relationships more effectively.

Revenue Visibility

Combine CRM and subscription billing data to improve forecasting, renewal management, and revenue reporting across the business.

Supported Data Objects

Sync Business-Critical Data

  • Customers
  • Contacts
  • Service Requests
  • Cases
  • Work Orders
  • Assets
  • Technicians
  • Service Appointments
  • Labor
  • Parts
  • Invoices
  • Attachments
  • Notes
  • Status Updates
  • Custom Fields

Connect Rev.io And Salesforce with ConnectorHub

Schedule a personalized demo to discover how integrating Rev.io and Salesforce helps eliminate manual processes, improve revenue visibility, and keep your sales and finance teams perfectly aligned.