When this happens...
MoonClerkNew Payment
Then do this...
SalesforceCreate Opportunity

Want to make sure your sales pipeline is addressing all those MoonClerk customers without fail? Put this Moonclerk Salesforce integration to work and you won't have to worry about that management again, since it will create a new opportunity on Salesforce with all of the details from every new payment logged on MoonClerk after you set it up.

How It Works

  1. A new payment is made on MoonClerk
  2. Zapier automatically creates a new opportunity on Salesforce

What You Need

  • MoonClerk account
  • Salesforce account
Premium
Salesforce is a Premium integration on Zapier.

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
MoonClerk
New Recurring Plan

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

Salesforce
Create Lead

Create a new lead.

MoonClerk
New Payment

Triggers when a payment has been made on MoonClerk.

Salesforce
Add a Lead to a Campaign

Add a lead to a campaign.

Salesforce
New Lead

Triggers when a new lead is created.

Salesforce
Create Custom Object

Create a new custom object (of the type you choose).

Salesforce
New Custom Object

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

Salesforce
Add a Contact to a Campaign

Add a contact to a campaign.

Salesforce
New Contact

Triggers when a new contact is created.

Salesforce
Create Contact

Create a new contact.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

MoonClerk lets anyone accept recurring payments and one-time payments quickly and easily without any coding.

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