HubSpot
CRM & field service
Put live AR status on every HubSpot company and log each touchpoint.
CRM & field serviceSalesforce + Modern
Modern connects to Salesforce to show account owners live AR status and logs every collections touchpoint on the account, so sales and finance work from the same picture.
Capabilities
What Modern does with Salesforce
Show open balances, overdue invoices and payment promises on the Salesforce account.- Log every email, call and payment update as activity on the account.
- Read account owners and contacts, so escalations reach the right person.
- Give account teams a heads-up before they speak to a customer with overdue invoices.
Setup guide
How setup works
- 1
Connect Salesforce
Your admin authorizes Modern through Salesforce's API with OAuth or scoped API credentials, and can revoke access at any time.
- 2
Map your receivables
Modern maps accounts and contacts to the customers in your ERP, so AR status and activity land on the right record.
- 3
Go live in days
Modern starts working under the rules and approvals you set, with every action logged in the audit trail, and cash starts flowing soon after.
Security
Only the access it needs
Modern connects to Salesforce with scoped credentials, encrypts and tokenizes sensitive data, asks before doing anything new, and logs every action it takes in the audit trail.
FAQs
Salesforce integration FAQs
Can’t find what you’re looking for? Send us a message and a person on the team will answer.
Modern reads accounts and contacts from Salesforce and writes AR status, open balances and collection activity back, so the people who own the relationship see the same picture as finance.
No. Every email, call and payment update is logged in Salesforce, and you set the rules for who Modern contacts, how often and what needs approval first.
An admin authorizes Modern through Salesforce's API with credentials scoped to the records Modern needs. Mapping is quick, and Modern is live within days.
CRM & field service
Related integrations
ServiceTitan
CRM & field service
Read completed jobs and invoices from ServiceTitan and follow up until paid.
YOUR NEXT STEP
See Modern work with Salesforce
Walk through your receivables with our team and see how Modern would work with your Salesforce setup.
- Connects to Salesforce, nothing replaced
- Checks in before new steps
- Live in days, with cash flowing