Integrations · Salesforce

Salesforce for CRM. Azotte for the subscription.

Azotte holds subscription state, entitlements, and lifecycle. Salesforce shows it. Every account carries live renewal, plan, and access state, and closed deals provision subscriptions without manual handoff.

One subscription record, visible inside the CRM.

A CRM is built to manage relationships, not to be the source of truth for entitlements and renewals. Azotte keeps the subscription record and feeds Salesforce, so sales and customer success act on what the customer actually has.

Azotte owns the subscription. Salesforce stays the CRM.
Who Does What

Two systems, one subscription truth.

What Salesforce handles

  • Accounts, contacts, and opportunity pipeline
  • Quoting and CPQ for new and expansion deals
  • Cases, customer success, and account history
  • Forecasting and CRM reporting

What Azotte handles

  • Subscription state and entitlements as the single record
  • Lifecycle events across web, app stores, and partners
  • Plans, bundles, trials, renewals, and upgrades
  • Recovery, dunning rules, and churn-risk signals
  • Multi-storefront and multi-region operations
How The Data Flows

Events in. Records updated. No drift.

Azotte emits a trusted event on every subscription change. Those events update the matching Salesforce account and opportunity, and deals closed in Salesforce call back into Azotte to provision the subscription.

  • Closed deal in Salesforce provisions the subscription in Azotte
  • Plan, entitlement, and renewal changes update the account
  • Churn-risk and payment-health signals reach customer success
  • Standard or custom objects, mapped to your model
Deal closed
Provision in Azotte
Subscription change
Account updated
Churn-risk signal
CS sees live state
Why This Split

Keep the CRM for relationships. Keep subscriptions in Azotte.

Sales sees the real subscription

Live plan, entitlement, and renewal state on the account, not a closed-won snapshot from months ago.

No double source of truth

Subscriptions live in Azotte and flow to Salesforce, so the CRM and the subscription record never drift apart.

Change billing without touching the CRM

Swap PSPs or storefronts behind Azotte while Salesforce keeps showing one consistent subscription state.

Salesforce Integration FAQ

Questions teams ask, answered plainly.

Does Azotte replace Salesforce?

No. Salesforce stays your CRM. Azotte is the subscription system of record and pushes live lifecycle, entitlement, and renewal state onto Salesforce accounts and opportunities, so sales and customer success see the real subscription, not a stale snapshot.

What data syncs between Azotte and Salesforce?

Subscription status, plan and entitlements, renewal date, recurring revenue signals, and lifecycle events such as upgrade, downgrade, trial, churn risk, and cancellation map onto accounts and opportunities. Deals closed in Salesforce can provision subscriptions in Azotte.

Is the Salesforce integration real-time?

Yes. Azotte emits signed lifecycle events through its API and webhooks, so Salesforce records update as subscription state changes rather than on a nightly batch.

Can sales and CS see subscription state on the account?

Yes. Live entitlement, renewal, and payment state sit on the account record, so teams act on what the customer actually has, not what a closed-won opportunity said months ago.

Do I need custom objects in Salesforce?

Azotte maps to standard objects and to custom objects and fields you choose. You decide where subscription state lands in your Salesforce model.

Give Salesforce a subscription record it can trust.

Live state on every account. Deals that provision. One source of truth.