Salesforce + AdvicePay

Integrate with Salesforce to easily manage client records in both systems and see AdvicePay invoice and subscription data in Salesforce.

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Requirements

Customer on Professional or Enterprise plan of AdvicePay
AdvicePay Account Owner or Account Owner’s Admin access
Salesforce account with one of the following: default B2B configuration, Person accounts, Financial Services Cloud, XLR8, or Practifi
Salesforce administrator access

Sync client records

Automatically create an AdvicePay client for new Salesforce client records or link an existing client’s records across platforms. Plus, client name changes in Salesforce are also applied in AdvicePay.

Access client invoices without switching apps

Easily reference a client’s recent invoices – including amount, due date, and payment status – right from their Salesforce record.

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How does it help?

Simplify Your Workflow

By integrating with Salesforce, you won’t need to enter client information into multiple systems

Boost Efficiency

Access all the details you need with AdvicePay invoices directly in your clients’ Salesforce records.

What you can do with AdvicePay + Salesforce

Speed up client onboarding and billing by automatically creating new client records in AdvicePay
Prevent data entry errors and ensure client records are always up-to-date across systems
Save time and avoid distractions by reducing the need to switch between apps to find information