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
Get started for free—14 day trial of premium features and apps.
No coding required—automate any of 1,500+ apps in minutes.
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.
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.