We're excited to announce a powerful new integration that automates your sales process and keeps your CRM up-to-date. You can now connect PayKickstart with Salesforce, ensuring every customer event is automatically captured and managed in your sales pipeline.

This integration automatically creates and updates deals in Salesforce based on customer actions in PayKickstart. This means less manual data entry and a more efficient sales team.

What the Integration Does:

• Automate Deals: Automatically creates and updates deals in Salesforce based on customer events like a new purchase or trial.

• Pipeline & Stage Management: Assign new deals to a specific pipeline and stage in Salesforce, keeping your sales process organized.

• Flexible Triggers: Set up multiple event triggers for a single product—for example, when a customer starts a trial or cancels a subscription.

• Sales Owner Assignment: Automatically assign new deals to the right sales owner in Salesforce for quick follow-up.

How to Get Started:

1. Connect Your Accounts: Go to Configure > Integrations in your PayKickstart dashboard, and select Salesforce from the CRM menu.

2. Enable Per-Product: Navigate to Campaigns and enable the CRM integration for the specific products you want to sync.

3. Create Event Triggers: Set up custom triggers to define exactly which customer actions will create or update a deal in Salesforce.

This integration is built to help you close more deals and manage your customer relationships with ease. Log in to your PayKickstart account and set up the Salesforce integration today!