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.

    ActionWrite
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Supported triggers and actions

  • 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
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
csg-forte-payments logo
csg-forte-payments logo

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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salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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