Braintree + Salesforce Integrations
Appy Pie Connect allows you to automate multiple workflows between Braintree and Salesforce
- No code
- No Credit Card
- Lightning Fast Setup
Braintree is a software solution that helps businesses process payments and manage financial relationships with merchants securely and reliably.
About Salesforce
Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
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Best ways to Integrate Braintree + Salesforce
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When this happens...
New Customer
Then do this...
Create Lead
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Braintree + Salesforce
Create Custom Object to Salesforce from New Customer in Braintree Read More...When this happens...
New Customer
Then do this...
Create Custom Object
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Braintree + Salesforce
Create Contact to Salesforce from New Customer in Braintree Read More...When this happens...
New Customer
Then do this...
Create Contact
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Braintree + Salesforce
Update Contact in Salesforce when New Customer is created in Braintree Read More...When this happens...
New Customer
Then do this...
Update Contact
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Braintree + Salesforce
Update Custom Object in Salesforce when New Customer is created in Braintree Read More...When this happens...
New Customer
Then do this...
Update Custom Object
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Braintree + Salesforce without coding knowledge. Start creating your own business flow.
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New Customer
Triggers when you add a new customer.
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New Transaction
Triggers when you add a new transaction.
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New Account
Triggers the moment a new account is created.
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New Case
Triggers whenever a new case is created in your account.
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New Contact
Triggers upon the creation of a new contact.
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New Event
Triggers upon the creation of a new event.
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New Lead
Triggers the moment there is a new lead in your account.
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New Opportunity
Triggers upon the creation of a new opportunity.
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New Product
Triggers upon the creation of a new product.
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New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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New Task
Triggers whenever a new task is created in your account.
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Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
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Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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Create Customer
Create a new customer.
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Create Attachment
Create a new attachment (max 25 mb)
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Create Contact
Create a new contact.
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Create Custom Object
Create a new custom object as per your choice.
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Create Event
Create a new event.
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Create Lead
Create a new lead.
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Create Opportunity
Create a new opportunity.
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Create Record
Creates a record.
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Update Contact
Update an existing contact.
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Update Custom Object
Modify an existing custom object (of the type you choose).
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Update Record
Updates a existing record.
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How Braintree & Salesforce Integrations Work
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Step 1: Choose Braintree as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Salesforce as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Braintree to Salesforce.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Braintree and Salesforce
Braintree
Braintree is a payment gateway for online businesses. It enables them to accept payments from their customers via various digital modes such as credit cards, debit cards, PayPal, Apple Pay and so on without the need for a merchant account. It uses a proprietary software called Braintree Payment Sputions (BPS.
Salesforce
Salesforce is the world’s leading CRM software provider. It was founded in 1999 by Marc Benioff and Parker Harris. It is one of the most dominant providers of cloud computing sputions. Salesforce is used by more than 100000 organizations in the world.
Integration of Braintree and Salesforce
Salesforce has always been looking for ways to integrate its services with other applications. Integrating Braintree with Salesforce will let the organizations use both services simultaneously. This integration will enhance the overall productivity of the organization. The integration can be done with the help of APIs (Application Programming Interface. provided by both the companies.
Benefits of Integration of Braintree and Salesforce
Integrating Braintree with Salesforce will help the organizations in many ways which are mentioned below:
- Improved Customer Service:
The organizations who have integrated these two applications will be able to provide better customer service to their customers. They will be able to view the information about their customers in real time. Their customers will also be able to make payments using online portals provided by Braintree. This will make it much easier for the organizations to handle queries from their customers regarding any product or services offered by them. Both Braintree and Salesforce offer great opportunity for quick scaling. If an organization requires more resources it can easily add them as per its requirements.
- Easy Management of Customers:
Integration of Braintree with Salesforce will allow the organizations to manage their customers in a better way and keep a track of their financial transactions. All the activities related to your customers will be managed and you can easily access all this information from one central place.
- Enhanced User Experience:
Integration of Braintree with Salesforce will enable the users to manage their accounts without having to leave the Salesforce application. The users will be able to make payments using their credit card, debit card or PayPal through the Salesforce application itself. They will also be able to check their transaction history and other details related to their accounts through Salesforce. This will give them a better user experience while they are working on Salesforce application.
The process to integrate Braintree and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.
