Forte Payments + Salesforce Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Forte Payments and Salesforce, with as many as 76 possible integrations. Are you ready to find your productivity superpowers?
Create Salesforce leads for new Forte Payment transactions
Create repeat customers for your business by efficiently managing their data in Salesforce. This Forte Payments-Salesforce integration automatically creates a new Salesforce lead when a new sale transaction is created with Forte Payments.
How this Forte Payments-Salesforce integration works
- A new sale transaction is created with Forte Payments
- Zapier automatically adds the customer as a lead in Salesforce
- Forte Payments
It's easy to connect Forte Payments + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new credit transaction has been created.
Create a new lead.
Triggers when a new schedule transaction has been created.
Add a lead to a campaign.
Triggers when a new sale transaction has been created.
Create a new custom object (of the type you choose).
Triggers when a new customer has been created.
Add a contact to a campaign.
Triggers when a new lead is created.
Create a new contact.
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