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Create Salesforce leads for new Forte Payment transactions

  1. When this happensStep 1: New Sale

  2. 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

  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
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Connect Forte Payments + Salesforce in Minutes

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

All Triggers & Actions

New Credit

Triggers when a new credit transaction has been created.

New Sale

Triggers when a new sale transaction has been created.

New Account

Triggers when a new account is created.

New Case

Triggers when a new case is created.

New Contact

Triggers when a new contact is created.

New Customer

Triggers when a new customer has been created.

New Schedule

Triggers when a new schedule transaction has been created.

New Campaign

Triggers when a new campaign is created.

Closed Opportunity

Triggers when an opportunity is closed.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

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