The Fusebill Salesforce integration provides a great amount of flexibility when using it. The integration is a two way communication which allows pertinent items to be synchronized.
You can use the Send to Fusebill button to send information in a one step process using the opportunity workflow. To use the Send to Fusebill button, see Salesforce to Fusebill Opportunity Workflow (Lightning).
In addition, you can manual enter data into Salesforce using iFrames which send data over to Fusebill. See the following for more information:
- Creating a Customer in Salesforce
- Adding a Subscription to a Customer in Salesforce
- Activating a Customer in Fusebill from Salesforce
You can also add payment methods to a customer as well as sync Salesforce and Fusebill data. See the following for additional details.