Salesforce + MoonClerk Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Salesforce and MoonClerk, with as many as 38 possible integrations. Are you ready to find your productivity superpowers?
Add new opportunities on Salesforce for new payments on MoonClerk
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
- A new payment is made on MoonClerk
- Zapier automatically creates a new opportunity on Salesforce
What You Need
- MoonClerk account
- Salesforce account
It's easy to connect Salesforce + MoonClerk and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new lead is created.
Create a new lead.
Triggers when a new custom object (of the type you choose) is created.
Add a lead to a campaign.
Triggers when a new contact is created.
Create a new custom object (of the type you choose).
Triggers when a new opportunity is created.
Add a contact to a campaign.
Triggers when a payer checks out and creates a Recurring Plan in MoonClerk.
Create a new contact.
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