Introduction

A subscription-first approach helps businesses in maintaining long-lasting customer relationships. However, overseeing new orders, regular payments, cancellations, promotion activities, upgrades and downgrades, and all invoicing activities can be burdensome. Growing a subscription business becomes exponentially challenging with an expanding amount of subscribers. Many companies also employ Salesforce for streamlining their customer-facing processes, as it is currently the #1 CRM (Customer Relationship Management) systems in the world.

Zuora provides world-class invoicing and payment management solutions for subscription companies. Many companies use Zuora for their subscription needs and require a great integration with Salesforce. An integration between Zuora and Salesforce can streamline the managing of subscribers for sales, customer service and customer success teams, enabling businesses to grow without creating a lot of extra work.

Salesforce also allows businesses to integrate applications they use into their platform to provide a 360 view to agents. Zuora can be integrated into Salesforce in multiple ways, to allow for agents to action changes to subscriptions. This article will cover details about Zuora and Salesforce, including instructions on how to implement Limio for Salesforce to have a Zuora Salesforce Integration for the purpose of teams operating in high velocity environments.

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Introduction to Zuora

Zuora is a leading cloud-based software company that specializes in subscription billing, revenue, and finance solutions. It caters to businesses transitioning to subscription-based models, offering a robust platform to manage recurring billing, payment processing, and automated subscription services.  

Zuora's comprehensive suite includes tools for pricing, quoting, revenue recognition, and analytics, enabling companies to efficiently manage the entire customer lifecycle from acquisition to renewal. As a business-critical platform, Zuora is designed to integrate seamlessly with other business systems such as CRM, providing flexibility and scalability to businesses of various sizes and industries.

Zuora's focus on innovation in the subscription economy has made it a key player for companies looking to adopt and thrive in the evolving landscape of recurring revenue models. Its solutions empower businesses to streamline operations, gain insightful data-driven decisions, and enhance customer relationships through tailored subscription experiences.

Key features of Zuora Billing

Zuora Billing is a leader in SaaS Billing solutions.

• Flexible Subscription Pricing and Packaging: Zuora Billing offers a highly versatile pricing and packaging system, allowing businesses to tailor their subscription offerings with a variety of pricing models. This includes one-time charges, recurring fees, usage-based pricing, and tiered rates, enabling companies to meet diverse customer needs and market demands.
• Automated Billing Operations: Zuora streamlines the billing process through automation, efficiently managing recurring billing cycles, invoice generation, and payment collections. This automation reduces manual efforts and errors, ensuring accuracy and consistency in billing operations, which is crucial for maintaining customer trust and satisfaction.
• Diverse Payment Methods and Gateways: Zuora supports a wide range of payment methods, including credit and debit cards, bank transfers, PayPal, and other electronic payment methods. It also integrates with multiple payment gateways, facilitating global transactions and enabling businesses to offer their customers preferred payment options for recurring payments.

To learn more about Zuora, click here.

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Introduction to Salesforce

Salesforce, widely recognised for its comprehensive Customer Relationship Management (CRM) solutions, provides powerful tools tailored to two of the most critical business functions: driving revenue through sales and delivering exceptional customer support. These are embodied in Sales Cloud and Service Cloud, both running on the same Salesforce platform and leveraging a shared data model built around Accounts and Contacts. This shared foundation ensures that sales teams and service agents work with a consistent, 360-degree view of customers, reducing silos and enabling more connected experiences.

Sales Cloud: Empowering Sales Teams

Sales Cloud is designed to help organisations sell smarter and faster. It centralises all customer information in one place, giving salespeople a single source of truth for leads, opportunities, accounts, and activities. By using Sales Cloud, companies can manage the entire sales lifecycle from prospecting to closing deals.

Key features of Sales Cloud include:

• Lead and Opportunity Management: Track leads as they progress through the pipeline and convert them into opportunities with a clear view of potential revenue.
• Forecasting and Reporting: Deliver accurate sales forecasts and gain real-time insights into performance with dashboards and reports.
• AI-Powered Insights: Leverage Einstein AI to prioritise leads, recommend next best actions, and identify upsell or cross-sell opportunities.
• Collaboration Tools: Integrate with Slack and other collaboration apps so sales teams can align quickly and act on opportunities.
• Mobile Productivity: Enable sales reps to access CRM data on the go, ensuring they stay productive whether in the office or the field.

Sales Cloud helps teams close more deals, improve win rates, and build stronger customer relationships. When integrated with Zuora, sales teams can seamlessly create quotes and orders for new subscription purchases, renewals, and upgrades.

Service Cloud: Elevating Customer Support

Service Cloud is purpose-built to streamline customer support operations, enabling agents to deliver efficient and personalised service. With the same platform and data model as Sales Cloud, Service Cloud ensures that customer service agents have full visibility into sales interactions, creating continuity across the customer journey.

Key features of Service Cloud include:

• Fast Case Handling: Automates case routing, provides quick access to knowledge bases, and streamlines workflows to resolve issues faster while meeting service-level agreements.
• 360-Degree Customer View: Equips agents with complete insight into customer histories, preferences, and transactions to offer empathetic, personalised support.
• Omnichannel Engagement: Allows seamless interactions across phone, email, chat, messaging, and social channels, ensuring consistent service quality everywhere.
• AI and Automation: Uses Einstein AI to surface insights, suggest responses, and automate repetitive tasks, freeing up agents to focus on complex issues.
• AppExchange Ecosystem: Extends capabilities through thousands of pre-built apps and integrations, making it easy to adapt Service Cloud to industry-specific needs.

Service Cloud enables support teams to resolve issues faster, deliver higher customer satisfaction, and build long-term loyalty. When connected with Zuora, agents can easily manage subscription-related inquiries such as billing questions, plan changes, or cancellations, ensuring smooth service experiences for customers.

How do you get Zuora and Salesforce working together:

You have broadly 3 options:

• Uni-directional sync from Zuora to Salesforce: The Zuora Connector for Salesforce CRM (New Salesforce Sync) is the latest integration for bringing Zuora billing data into Salesforce. It provides businesses with a complete view of customer accounts, including billing history, subscription details, and usage metrics, all accessible directly within Salesforce. The connector replaces Zuora 360 and Zuora 360+, offering improved speed, resilience, and ease of configuration. Importantly, it is uni-directional and read-only: Salesforce users can view subscriptions and billing data but cannot create or modify subscriptions from within Salesforce. This integration is available at no additional cost with Zuora and is delivered through a Salesforce Managed Package, ensuring straightforward deployment and ongoing support.
• ‍Bi-directional sync between Zuora and Salesforce for sales people, Zuora CPQ: Zuora CPQ X (Configure, Price, Quote) is Zuora’s latest Salesforce-native tool built on Lightning to support the full quote-to-cash process for subscription businesses. It provides bi-directional sync between Salesforce and Zuora, enabling sales teams to configure and customise subscription offerings, apply dynamic pricing, create and update quotes and subscriptions, and push them back into Zuora. Unlike the Zuora Connector, which is read-only, CPQ X empowers sales teams to manage approvals, structure complex deals, and reduce errors directly in Salesforce. It is a paid add-on delivered via a Salesforce Managed Package and is designed to help sales teams accelerate the sales cycle for subscription services.‍
• Bi-directional sync between Zuora and Salesforce for customer service with ecommerce integration, Limio for Salesforce: Limio for Salesforce is a specialised commerce solution that integrates seamlessly with Salesforce and Zuora to empower customer service, success, and sales teams—whether in B2C or B2B environments—to configure, price, quote, and manage subscriptions directly within the CRM. It streamlines pricing and packaging workflows, enabling rapid creation of quotes and offers, as well as management of renewals, upgrades, cancellations, and in-life changes. With its omnichannel architecture, sales agents can initiate a quote in Salesforce, apply a promotional offer, and hand it over to a customer to complete online via Limio Commerce’s storefront - while maintaining real-time sync across systems. Delivered as a paid Salesforce Managed Package, Limio for Salesforce offers a flexible, no‑code/low‑code platform designed to accelerate quote-to-cash cycles and unify commerce across all customer touch points.  Learn more here.

Stronger together

Limio for Salesforce can work together with Zuora Z360, serving different purposes.  

Zuora Z360:

• Data Synchronization: Utilizes a copy sync method to transfer data from Zuora into Salesforce.
• Data Structure: Relies on custom objects within Salesforce's data model for data storage and access.
• Data Depth: Provides comprehensive Zuora data, including subscriptions and invoices, but is granular in nature.
• Modification Restrictions: Data is read-only, meaning changes to subscriptions cannot be made.
• Synchronization Timing: There is a delay in synchronization, typically ranging from 10 to 15 minutes.

Limio for Salesforce:

• Data Synchronization: Features a live sync capability, pulling data 'on-the-fly' from Limio Commerce (which is in turn synchronized with Zuora).
• Data Access: Instead of residing within Salesforce's data model, data is accessed through API and managed via Flows.
• Data Relevance: Only contains data that is relevant to sales or customer service handling, providing a high-level overview.
• Interactivity: Data is actionable, allowing customer service agents to make changes to subscriptions instantly.
• Instant Updates: Any changes made to a subscription are immediately visible within the system.

The essential difference is that Limio for Salesforce is designed for real-time, actionable customer service interaction, enabling immediate subscription changes, while Zuora Z360 offers a more detailed data set useful for in-depth analysis but with a read-only restriction.

Steps to Set Up Zuora Salesforce Integration with Limio for Salesforce

Now that you have learned about Zuora, Salesforce, and Limio, we’ll go through the steps to set up the Zuora Salesforce integration via Limio for Salesforce. For this Integration, you need to get the Limio for Salesforce package from the AppExchange. The steps to adopting the package are listed in the process. The following steps are listed below:

Step 1: Installing the Limio for Salesforce App in Salesforce

• Log in to your Salesforce account here.
• Now go to Limio for Salesforce AppExchange here.
• The new page will show the app listing for the Limio for Salesforce package on AppExchange.
• Now, click on the “Get it now” button to get in touch with Limio.
• Limio will then provide you with an install link.
• When prompted, make sure to check "Install for All Users"

Step 2: Configuring the Limio and Zuora Account

The next step is to connect Limio for Salesforce to your Limio Commerce application. This will involve setting up an Authentication Provider and Named Credentials in Salesforce. You will need to:

• Setting Up Authentication
• Creating Authentication Provider in Salesforce:
• Setting Up Named Credentials

These steps ensure a secure and efficient connection between Limio for Salesforce and Limio Commerce for omnichannel commerce. Full details are explained here.

Step 3: Integrating Zuora With Salesforce

To integrate with the Zuora application

• Start by heading to Setup in your Salesforce dashboard.
• In the Quick Find box, type in Named Credentials and click on it.
• Hit the New Named Credential button to create a new one.Name it ZuoraRestV2MI.
• For the URL field, pop in the endpoint URL you got from Zuora.
• Change the Identity Type to Named Principal
• Pick the right Authentication Protocol, like Password Authentication, that Zuora recommends.
• Enter the Username and Password details that Zuora provided you.
• Click Save to finish setting up your Named Credential.

If agents use Zuora to process credit/debit card details or direct debit payments, a hosted payment method (HPM) page must be created in Zuora. Then, copy the Page ID of the HPM page you've created in custom metadata.

Et voilà! You have connected Zuora and Salesforce via Limio for Salesforce.

Benefits of Zuora Salesforce Integration with Limio for Salesforce

Limio for Salesforce allows Zuora customers using Salesforce to empower their customer service and customer success teams to provide better service to their subscribers. Key benefits are:

• Omnichannel commerce that adapts your sales model
  Seamlessly blend online, service‑assisted, partner‑led, and AI‑powered journeys into one unified subscription commerce engine. Whether it’s B2C, B2B, or partner‑driven, agents in Salesforce can start or hand off orders and quotes to customers, while partners can self‑serve—all with real‑time sync and visibility across systems.
• Lightning-native, low-code workflows for any team
  Built using Lightning Flows and Lightning Web Components, Limio for Salesforce empowers teams to manage new orders, quotes, pricing, and subscription changes with intuitive flows—no engineering required. Deploy workflows where they matter most across any Salesforce object or record page.
• Configurable quoting, pricing and packaging
  Enable sales and customer teams to build and configure quotes, bundle offers, apply promotions or retention discounts, and manage packaging in real time. These tools ensure accurate pricing and streamlined quoting—whether for new business, upgrades, or save offers.
• Error-proof operations and unified visibility
  Provide agents with a guided, scripted UI that ensures correct data capture and tracking — from payments to provisioning and entitlements. Every change flows across Salesforce and is backed by real‑time order feedback, ensuring accuracy and full lifecycle traceability.
• Visual timeline of the subscriber journey
  Quickly see every touchpoint in a customer’s subscription lifecycle—quotes, changes, payments, cancellations—through a unified visual timeline embedded in Salesforce, enabling faster, more informed interactions

Conclusion

When it comes to integrating Zuora with Salesforce, you have several routes depending on your goals: free tools like Zuora 360 (and its successor, the Zuora Connector for Salesforce CRM) deliver read-only, one-way visibility into billing and subscriptions, while solutions like Zuora CPQ X offer sales-focused, bi-directional workflows for quoting and order creation. Yet, if you're looking for a truly native, omnichannel experience—one that works seamlessly across direct sales, customer service, partner channels, and self-serve journeys—then Limio for Salesforce is the clear choice. Built with bidirectional integration for both Salesforce and Zuora, it enables teams to initiate quotes, manage packaging and pricing, process orders, and handle in-life subscription changes across B2B and B2C contexts—all without coding or building separate integrations. Whether the transaction starts with a rep, a partner, a self-serve site, or an AI-assistant, Limio keeps everything unified and visible in Salesforce in real time, making it a powerful and flexible platform for modern subscription commerce.