Skip to content

MoonClerk + Salesforce Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between MoonClerk and Salesforce.


Get started with workflows like: Add new opportunities on Salesforce for new payments on MoonClerk. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Popular Ways to Connect MoonClerk and Salesforce

  • Add new opportunities on Salesforce for new payments on MoonClerk

    MoonClerk + Salesforce

    Try It

Connect MoonClerk + Salesforce in Minutes

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

All Triggers & Actions

New Recurring Plan

Triggers when a payer checks out and creates a Recurring Plan in MoonClerk.

InstantNew Outbound Message

Triggers when a new outbound message is received in Salesforce.

Updated Field on Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Add Contact to Campaign

Adds an existing contact to an existing campaign.

Create Attachment

Creates a new attachment (max 25MB).

New Payment

Triggers when a payment has been made on MoonClerk.

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

Add Lead to Campaign

Adds an existing lead to an existing campaign.

Create Record

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

How MoonClerk + Salesforce Integrations Work

  1. Step 1: Authenticate MoonClerk + Salesforce.
    (30 seconds)

  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)

  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)

  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)

  5. That’s it! More time to work on other things.

Connect MoonClerk + Salesforce