Salesforce Payment Integration
Payment Intelligence, Right in Your CRM
Sync your transaction data, chargeback history, and account health directly into Salesforce. Your team gets full payment visibility inside the CRM they already use.
Payment Intelligence Inside Your CRM
What the Integration Delivers
Customer Payment History
Surface a customer's transaction history, dispute activity, and payment status directly in their Salesforce contact or account record, giving customer success teams the context they need to handle payment inquiries.
Revenue and Pipeline Reporting
Bring CorePay settlement and revenue data into Salesforce Reports and Dashboards for a unified view of revenue across sales pipeline and actual processed transactions.
Dispute Workflow Management
Log chargeback and dispute events from CorePay as Salesforce cases or tasks, enabling structured dispute response workflows within your existing customer support process.
Automated Data Sync
Payment events from CorePay sync to Salesforce automatically through API or scheduled imports, keeping customer records up to date without manual data entry.
How to Connect Salesforce
Apply Online
Start with our online application at no cost. Decisions typically arrive within 24 to 72 hours from our specialist underwriting team.
Account Approval
Our underwriting team reviews your business and processing needs. We approve specialty categories that standard processors decline.
Salesforce Integration Configuration
Your dedicated account manager discusses your Salesforce data requirements and works with your administrator to configure the data connection and field mapping.
Payment Data in Salesforce
Transaction data flows from CorePay to Salesforce automatically. Your team has payment context in every customer interaction from day one.
Processing Payments in 30+ Countries
United States
50 statesFull domestic processing with next-day funding and dedicated account management.
European Union
27 member statesPSD2 and SCA compliant processing across all EU member states with multi-currency settlement.
United Kingdom
England, Scotland, Wales, NIFCA-regulated payment processing with GBP settlement and local acquiring.
Australia
All territoriesAPRA-compliant processing with AUD settlement and Asia-Pacific connectivity.
Works With Your Existing Stack
Corepay connects to Salesforce and the other CRM, ERP, and eCommerce tools your team uses, so payment data flows where your business needs it.
Browse All Integrations
