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CSG Forte Payments + Salesforce

Create Salesforce leads for new CSG Forte Payments transactions

Create repeat customers for your business by efficiently managing their data in Salesforce. This CSG Forte Payments-Salesforce integration automatically creates a new Salesforce lead when a new sale transaction is created with CSG Forte Payments.

Create repeat customers for your business by efficiently managing their data in Salesforce. This CSG Forte Payments-Salesforce integration automatically creates a new Salesforce lead when a new sale transaction is created with CSG Forte Payments.

  1. When this happens...
    CSG Forte PaymentsCSG Forte Payments
    New Sale

    Triggers when a new sale transaction has been created.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • CSG Forte Payments triggers, actions, and search

    New Credit

    Triggers when a new credit transaction has been created.

    Trigger
    Instant
    Try It
  • CSG Forte Payments triggers, actions, and search

    New Sale

    Triggers when a new sale transaction has been created.

    Trigger
    Instant
    Try It
  • CSG Forte Payments triggers, actions, and search

    New Customer

    Triggers when a new customer has been created.

    Trigger
    Instant
    Try It
  • CSG Forte Payments triggers, actions, and search

    New Schedule

    Triggers when a new schedule transaction has been created.

    Trigger
    Instant
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
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About CSG Forte Payments

CSG Forte Payments is a single platform to accept card and echeck/ACH payments, online, in-person or via IVR.

Related categories

  • Payment Processing
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About Salesforce

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