Integrating SalesForce

Written By Stefan S.

Last updated 1 day ago

In this tutorial, learn how to integrate with SalesForce’s CRM service using PayKickstart’s API integration.

PayKickstart integrates with SalesForce to automatically create and/or update deals based on customer action events in PayKickstart.

NOTE: You must first have an active PayKickstart vendor account and an active SalesForce account, which includes the possibility of using the REST API.

You can add multiple event triggers to the same product if needed. IE on trial and on subscription cancellation.

After saving the product settings, PayKickstart will now communicate with SalesForce and pass new customer events related to the triggers, which would then perform an action using the CRM integration to add customers to pipelines and stages, as well as move them around as needed, automatically.

Step 1: Access the Configure → Integrations section

Step 2: Adding the API Key and Authorizing the SalesForce integration

Step 3: Creating an Automation Trigger for your Product(s)