Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage their sales, marketing, customer service, and other related activities. It provides a suite of tools and services that enable companies to streamline their operations, automate tasks, and build stronger relationships with their customers.

How it works with PayKickstart:

Connect SalesForce with your PayKickstart account to communicate with ease by automatically creating contacts and deals after key actions (ie: free trial, new transaction, new subscription). Update stages on deals to ensure proper follow-up depending on a customer’s action or inaction.

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Sample Actions

Select pipeline, event and stage
Add customers to pipelines and stages