Turn closed deals into live billing schedules automatically
Enso connects to HubSpot and Salesforce so that when a deal closes, it triggers your order to cash process automatically. Contract terms flow directly into billing with no handoff email and no data entry.
Book a DemoFrom CRM deal to active billing, zero manual steps
Authenticate Enso with your HubSpot or Salesforce account. Enso reads your deal stage, product catalog, and custom fields.
Define which CRM fields map to billing terms, including ARR, contract start date, pricing model, discounts, and payment terms, once.
When a deal reaches your closed-won stage, Enso creates the customer account, extracts billing terms, and activates the billing schedule automatically.
Eliminate the handoff between sales and finance
- No More Deal Sheets
Sales reps stop emailing deal sheets to finance at close. The CRM is the system of record. Enso reads it directly.
- Billing Starts Immediately
The first invoice period begins the moment the deal is won. Order to cash automation starts at deal close, not days later when finance sets up the account manually.
- Single Source of Truth
Customer data, including name, address, tax ID, and contacts, flows from CRM to billing without manual entry or mismatches.
- Two-Way Status Sync
Invoice status and payment updates flow back to the CRM, giving sales reps visibility into which customers are current or overdue.
The gap between deal close and first invoice used to be 3–5 days while finance set everything up. Now it's instant — Enso reads the deal and billing starts automatically.
Common questions
- Yes. Enso reads Salesforce CPQ quote lines, product configurations, and discount schedules, not just the opportunity record, so complex CPQ deals are fully reflected in billing.
- Enso syncs contact details, company data, deal value, contract start/end dates, product line items, discount rates, and custom fields you define. The field mapping is fully configurable.
- Yes. Invoice status (sent, paid, overdue), payment amounts, and contract modification events can be written back to custom fields or activity records in HubSpot and Salesforce.
- Yes. US deals typically include annual or multi-year SaaS contracts with volume discounts and renewal terms, all of which Enso reads directly from Salesforce or HubSpot. EU deals often carry VAT registration numbers and specific payment terms required for compliant invoicing; Enso maps these CRM fields into billing automatically. Indian deals commonly include GSTIN and PAN details in the CRM, which Enso syncs into billing to ensure invoices meet GST compliance requirements from the first billing cycle.
Does Enso support Salesforce CPQ?
What CRM fields does Enso sync?
Can Enso write data back to the CRM?
Does Enso handle US, EU, and India deal structures from the CRM?
Related features
Ready to see it in action?
Book a 30-minute demo and see how Enso handles your specific billing and revenue workflows.
