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CRM

Salesforce integration

Sync accounts and opportunities from Salesforce into Bunny, build the quote in Bunny's CPQ, and push the priced deal back onto the opportunity — so reps never leave the CRM and finance never rekeys a contract.

What the integration does

Accounts and opportunities flow in

Bunny mirrors your Salesforce accounts and opportunities, so the customer record a quote is built against is the one your reps already own.

Quote from the opportunity

Reps start a Bunny quote from a Salesforce opportunity. Ramps, tiered pricing, usage charges and multi-year terms are configured in Bunny's CPQ rather than a spreadsheet.

Deals sync back

Changes made to a deal in Bunny propagate back to Salesforce — amount, term and status stay accurate without anyone updating two systems.

Quotes visible in the CRM

Every quote on a deal is listed against the Salesforce record, so account owners, managers and finance all see the same document.

Most B2B SaaS companies end up with a seam right where the deal is agreed. The opportunity lives in Salesforce, the pricing gets worked out in a spreadsheet, the signed contract lands in a drive somewhere, and finance rebuilds the whole thing by hand in the billing system a week later.

The Bunny integration closes that seam. The opportunity stays in Salesforce where the sales team works. The pricing gets configured in Bunny, where the product catalog, price lists, discount rules and approval thresholds already live. And because the quote that the customer signs is the object that becomes the subscription, nothing has to be re-entered downstream.

What that changes in practice

  • No rekeying. The transaction price, the term, the ramp schedule and the usage rates are captured once, at quote time.
  • Renewals and expansions have a lineage. Because the subscription came from a quote which came from an opportunity, you can trace any line of ARR back to the deal that created it.
  • Reporting stops needing reconciliation. Pipeline in Salesforce and recognised revenue in Bunny are two views of the same underlying record rather than two numbers to be argued about.
FAQ

Frequently asked questions

Does the Salesforce integration replace Salesforce CPQ?
For most B2B SaaS companies, yes. Bunny handles the configure-price-quote step — including ramps, usage-based charges, discount approval and multi-year terms — and then carries that same quote through to subscription, invoice and revenue schedule. Salesforce CPQ stops at the quote; Bunny does not.
Which direction does data flow?
Both. Accounts and opportunities sync from Salesforce into Bunny, and deal updates made in Bunny sync back onto the Salesforce opportunity.
Do reps need a Bunny login?
Reps who build and send quotes need access to Bunny, but the quotes attached to a deal are visible from the Salesforce record itself, so anyone reading the opportunity can see them.
How is the connection authenticated?
Through OAuth. You authorise Bunny from the plugin settings in Bunny and Salesforce issues the token — there are no API keys to copy around.

Keep the stack you have

Bunny sits between your CRM, your tax engine, your payment processor and your ledger — so quoting, subscriptions, usage and invoicing share one system of record without anyone migrating off the tools they already use.