Official Integration

Accounts Receivable Automation for Salesforce Users

Enteprises use Kolleno for collections, payments and reconciliation. On average, businesses that have used Kolleno and Salesforce's integration have reduced their overdue balances by 34% within the first three months of using Kolleno

  • Create flexible and robust AI collection workflows
  • Unify all your systems and data sources
  • Ensure no client query or dispute goes unnoticed
https://www.youtube.com/embed/P5b2MSCaZ8U?feature=oembed&autoplay=0&loop=1
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Why integrate Kolleno with Salesforce?

Unify Receivables & Salesforce Data Centralize collections work

Unify Receivables & Salesforce Data

The Kolleno-Salesforce integration enables a two-way data sync, automatically updating daily to keep financial and customer information aligned across systems. It pushes key billing and chasing data to Salesforce while pulling contract and account details into Kolleno. This allows teams to personalize communications using dynamic Salesforce fields and improve workflows through enriched insights.

Two-way sync: push data from Kolleno to Salesforce and pull from Salesforce to Kolleno
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Sync customer data like contract dates, CS contact, account info, financials, and chasing activity
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Enable dynamic filters and email templates using Salesforce fields
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Combine ERP and Salesforce data for deeper insights and better customer engagement
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Unify Receivables & Salesforce Data
Build custom workflows in minutes Drag & drop workflows automation

Build custom workflows in minutes

Kolleno specializes in accounts receivable automation, offering a variety of automation capabilities. With a broad range of tags and variables, create workflows which are custom to your credit control processes and systems.

Drag & Drop dunning workflows
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Branching paths for easy choices
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Multiple external app integrations (Slack, Teams etc)
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Third-party app integrations
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Build custom workflows in minutes
Multiple payment methods and auto-reconciliation Integrated payments portal

Multiple payment methods and auto-reconciliation

Integrating Kolleno with Salesforce provides you with a seamless payments portal that offers your customers various payment methods along with automatic reconciliation.

Automates operations across credit control, payment reconciliation & collections
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Increased efficiencies with 100+ pre-built workflows already setup
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Payment country supported
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Payment options available
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Multiple payment methods and auto-reconciliation
Official Salesforce Integration
AR Management Automation

For businesses with complex billing processes, Kolleno and Salesforce integration offers tailored solutions for accounts receivable management.

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Workflow capability
9.5 With Kolleno
7.8 G2 Average
AR Automation
9.8 With Kolleno
7.5 G2 Average
Payments Reconciliation
9 With Kolleno
7.3 G2 Average

Integrate with Salesforce in 3 easy steps

Integrate with Salesforce in 3 easy steps Official Integration
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Why clients love Kolleno

  • 38% Reduction in overdue payments in the first 5 months
  • 31% Improvement in cashflow in the first 3 months
  • 34% Decrease in time spent chasing in the first month
https://www.youtube.com/embed/bGI2tQsUfT0?feature=oembed&autoplay=0&loop=1
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Schedule a Call With Us Today

Get in touch with our team to discuss your business requirements and get a live demo of Kolleno product integrated with Salesforce

Take a tour of Kolleno platform now