Salesforce & Lexoffice Invoice Automation for Lead Generation Agency

Unitedleads runs lead generation campaigns across multiple channels, but creating invoices from Salesforce opportunity data was entirely manual — time-consuming, error-prone, and causing missed or miscounted leads. Metawork built an automated invoicing system that generates individual or bulk Lexoffice invoices directly from Salesforce opportunity data, with correct calculations and full audit trails, reducing monthly invoicing to just minutes.

Challenges

Lead generation company running campaigns across multiple channels

Creating invoices manually was very time-consuming and error-prone

Reporting and billing were prone to human error

Goals

Build functionality to invoice individually or in bulk

Fully automate invoicing based on Salesforce opportunity data

Ensure correct lead calculations and accounting

Results

Accurate accounting information with full audit trail

Monthly invoicing reduced to just a few minutes

No missed or unaccounted-for leads

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