sevDesk integration for Salesforce

Now from €35per user/month on AppExchange

The all-round solution for all your business processes

Automate your accounting process in Salesforce by integrating sevDesk in your day-to-day

Realize faster revenue through a seamless process from lead to cash

Benefit from a fully elaborated and in Salesforce integrated accounting system

sevDesk for Salesforce

The integration allows you to generate financial documents such as orders, delivery notes,
invoices, credit notes and cancellation invoices directly from Salesforce and process them even
further in your back office using sevDesk. Your financial documents are stored in both systems and can be viewed again at any time. Synchronizing Salesforce and sevDesk without using any middleware, you can always access your revenue information from Salesforce. Data duplication and duplicate data entry are no longer part of your everyday life – your team can focus on more important tasks and functions. Integrated with Salesforce, you get a fully automated all-round solution for all your business processes – with excellent CRM, marketing, sales and service tools and one of the best cloud accounting systems.

Read more about the seamless integration of Salesforce and sevDesk.

Create and manage quotes in Salesforce

Generate professional quotations in Salesforce in just a few clicks. Our interface enables you efficient work and transparent communication within your team! Due to the versatility of the Salesforce automation, your employees can forward quotes to their supervisor for approval. The approval process adapts to your workflow.

  • Easy to use
  • Transparent communication
  • Integrable approval processes

Order management and invoicing

Automate the process of your sales transaction. Create and manage your key financial documents from within Salesforce. Take advantage of the numerous sevDesk templates for personalized invoice design. Access your generated documents from both systems.

  • Orders
  • Delivery notes
  • Invoices
  • Cancellation invoices

Credit notes

Create professional credit notes for your partner network based on your individual contract conditions. Commission settlement can be set up and designed very flexibly in Salesforce. No matter whether you invoice a fixed commission on a monthly basis or according to a percentage of your margin. sevDesk helps you to automatically fill in all legally required fields of your credit notes.

Recurring Revenue

Save yourself the work of sending invoices for your recurring sales every month and let our app do it for you. In the video, Marco shows you how to do this easily for many different billing intervals.

  • Trial period
  • Various billing intervals
  • Reduce manual labour

Search function

Benefit from global search in Salesforce. Your employees can find all sevDesk documents generated in Salesforce in a matter of seconds. As a result, your team collaborates better and your customers receive faster service.


Stay on top of your business performance, better analyze customer behavior, and improve your forecasting accuracy and communication between teams with our new reporting feature. See:

  • your monthly recurring revenue,
  • your monthly churned revenue,
  • a report on your contract subscriber lifetime value,
  • and much more

Simple, fast and flexible setup

With our documentation and step-by-step video instructions, the sevDesk for Salesforce solution can be set up in a short time and be started trouble-free. Of course our support team is still at your disposal and is happy to help you out.

Easy to set up, ready to use!

  • Automated Lead-to-Cash Process Close your deals faster and increase sales.
  • Transparency through all business processes of your company Benefit from a seamless integration of everyday financial tasks into your internal business processes.
  • All important financial documents in both systems Create professional financial documents in Salesforce using a variation of sevDesk templates
  • Better working environment, more efficient employees Avoid errors and duplicated data entry through an automated synchronization process.

Your Salesforce advantages

Salesforce is a leading global CRM provider that enables you to complete your business faster and smarter, whether you are looking to boost your sales or want to offer first-class customer support. Salesforce does not only manage your most important customer information, but also helps you build and maintain customer relationships. The CRM platform enables you to map the entire process of your customer communication – from lead generation to order creation. You can contact your customers via email or social media channels while managing internal tasks. Track and analyze your own performance and increase the sales productivity of your team.

More than 150.000 companies already benefit from the global market leader Salesforce – take the chance and become one of them!

More information about Salesforce

  • World’s leading CRM provider The perfect solution for sales, marketing, services and trade!
  • 360° customer profile for excellent customer care Get all relevant customer information at a glance and serve your customers with a first class service!
  • Sales and Marketing Automation Qualify high quality leads by lead nurturing and start targeted campaigns to acquire customers!
  • Reporting and Sales AnalyticsFlexible Reporting – Stay up-to-date with structured sales, streamlining your activities with modern analytics!
  • Workflow and approval processes Adapt the processes to your workflow and not vice versa!
  • Process automation and process flows PBenefit from faster and more efficient processes through operational support and centralized data management.
  • Integrations and AppExchange-Apps Take advantage of numerous applications that can be linked to your platform, according to your individual requirements and needs!

Your sevDesk advantages

sevDesk is a cloud-based service that combines all important functions for customer and business administration. You can manage your customers and documents, generate invoices and quotes, organize inventory, keep cash books and get real-time information. Developed and hosted in Germany, the software is ideal for startups and SMEs. With its connection to DATEV and an export function, sevDesk ensures a better cooperation between you and your accountant.sevDesk helps you save time and focus on your core business due to the seamless integration of external services, such as a post interface. Integrated with Salesforce, you get a fully automated all-round solution for your business processes-with great CRM, marketing, sales, and service tools and one of the best cloud accounting systems available.

More than 80.000 satisfied customers use sevDesk every day – get started today!

Integrate me now!

  • Professional invoices with integrated dunning Convince your customers with a stylish design and always keep an eye on your open bills! Automatically create reminders and duns for open items.
  • Always keep an eye on your cash flow Create your revenue-surplus bill and your VAT advance notice in just a few clicks!
  • Better cooperation with your tax advisor Benefit from the DATEV export function and a personal accountant access!
  • Third-party integrationsUse third-party integrations such as the POST interface and redefine your tasks!
  • Online Banking Compare your invoices automatically and make the payment process easier for your customers.
  • Warehouse Management Never lose track of your stocks and inventory management!
  • Accounting made easy Structure your accounting by creating different cost centers.

We turn our customers into heroes!

“With the integration of Salesforce and sevDesk, Cloudwharf has created a perfect solution for our team. This integration and the fast, smooth, high-quality support on the fly through Cloudwharf enables us to achieve our goals perfectly.”

Christoph Röck