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Create Payment Rails recipients for new Salesforce contacts

  1. When this happensStep 1: New Record

  2. Then do thisStep 2: Create Recipient

Save time with this automation that will add your new Salesforce contacts into Payment Rails as recipients. With that work done for you, you're ready to send payments!

Connect Payment Rails + Salesforce in Minutes

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

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