Create Salesforce leads for new Forte Payment transactions
When this happensStep 1: New Sale
Then do thisStep 2: Create 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
- A new sale transaction is created with Forte Payments
- Zapier automatically adds the customer as a lead in Salesforce
- Forte Payments