Forte Payments
When this happens...
Forte PaymentsNew Sale
Then do this...
SalesforceCreate Lead

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

  1. A new sale transaction is created with Forte Payments
  2. Zapier automatically adds the customer as a lead in Salesforce

Apps involved

  • Forte Payments
  • Salesforce

Why Zapier?

Free

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Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Forte Payments + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Credit

Triggers when a new credit transaction has been created.

Create Lead

Create a new lead.

New Schedule

Triggers when a new schedule transaction has been created.

Add a Lead to a Campaign

Add a lead to a campaign.

New Sale

Triggers when a new sale transaction has been created.

Create Custom Object

Create a new custom object (of the type you choose).

New Customer

Triggers when a new customer has been created.

Add a Contact to a Campaign

Add a contact to a campaign.

New Lead

Triggers when a new lead is created.

Create Contact

Create a new contact.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

Become a Zapier Integration Partner

Forte Payment Systems is a leading provider of innovative electronic payment solutions.

Salesforce is a leading enterprise customer relationship manager (CRM) application.

See Salesforce Integrations