SALESFORCE ISV PARTNER
Salesforce + Limio, your way
From syncing online orders to full sales-assisted commerce—choose the integration that fits your motion. Start simple, add capabilities as you grow.
One platform, multiple integration options
imio connects to Salesforce in different ways depending on what you need. Pick one, or combine them.
Data sync
Every online order and self-service change flows into Salesforce automatically. Accounts and Contacts are created or matched. Your CRM stays current without manual data entry.
Push online orders into Salesforce
- Auto-create or reuse Account and Contact records
- Order details written to standard or custom objects
- Real-time sync—no batch jobs, no stale data
Track self-service changes
- Upgrades, downgrades, and plan changes
- Cancellations and reactivations
- Payment method and address updates
Trigger Flows from Limio platform events
- Custom platform events for every order and change
- Build automations: assign tasks, notify teams, update fields
- Connect to downstream systems via Salesforce Flows
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Order Management
Manage existing subscriptions directly in Salesforce. Service teams can switch plans, process cancellations, update payments, issue refunds, and more—without leaving the Case or Account record.
Manage subscriptions from any record
View all subscriptions for a customer and take action directly from a Case, Contact, or Account. Select a subscription, choose an action, and complete the change - all in one flow.
Handle common service requests
Switch plans, cancel or reactivate subscriptions, change payment methods, update delivery addresses, process renewals, and issue refunds or credit memos. Each action is a pre-built flow you can customise.
Full subscriber timeline
See the complete history of orders, changes, and events for every subscription. Filter by subscription, order type, or source (Salesforce, online, Zuora) to find what you need fast.
Full CPQ
Embed full commerce capabilities inside Salesforce. Sales and service teams create quotes, process orders, and manage the entire subscription lifecycle - natively, with no iFrames.
Sales reps quoting new subscriptions
Create quotes for subscriptions, one-offs, add-ons, and bundles directly in Salesforce. Prefill customer data automatically. Apply discounts and custom pricing with permission controls.
Guided selling with smart offer filtering
Surface the right offers automatically based on segment, subscription type, or scenario. Retention offers for cancel flows, upsells for expansion calls. Less guesswork, faster conversations.
Turn quotes into live online checkouts
Generate a checkout link from any Salesforce quote. Customers pay, accept terms, and self-activate—on their own time. Deals close at 2am without your team lifting a finger.
Everything agents need, inside Salesforce
From new quotes to renewals to cancel saves - all in one place.
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Quotes & Orders
Quote new subscription, one-offs, add-ons, bundles - and process approved orders.
Upgrade / Downgrade
Effortlessly manage subscription changes, whether customers upgrade or downgrade.
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Renewal
Simplify subscription renewals in Salesforce to drive retention and recurring revenue.
Manage Add-Ons
Make it easy for customers to purchase add-ons, seamlessly managed in Salesforce.
Cancel & Cancel/Save
Deliver personalised retention offers in Salesforce, ready for agents to pick and win back customers.
Credit & Refund
Generate a goodwill refund when required
Change address
Change a delivery address on the fly
Change payment
Update the payment method of customers
Part of your stack
Whether you use the data sync, order management, or full CPQ, Limio keeps everything connected. Orders placed online or by agents flow to Zuora or Stripe. Subscription data syncs back to Salesforce. One source of truth.
Built on Salesforce, not bolted on
No iFrames. No bloated Apex. Your admin stays in control.
Limio for Salesforce uses Lightning Flows and Lightning Web Components—the same tools your Salesforce team already knows. Deploy to any object, customise the UI with Page Builder, and extend with your own business logic.
"Thanks to the seamless integration of Limio for Salesforce with Zuora, our agents can efficiently handle new orders, modify existing ones, and process cancellations—all within the Salesforce platform."
- Julian Kalbermatten,Head of Marketing Technology & Analytics, CH Media