Integrate Paymo with Salesforce

Appy Pie Connect allows you to automate multiple workflows between Paymo and Salesforce

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  • Lightning Fast Setup
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About Paymo

Paymo is a full-featured online project management software for small and medium businesses that allows them to track the entire life cycle of a project, from initiating to completion.

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.

Want to explore Paymo + Salesforce quick connects for faster integration? Here’s our list of the best Paymo + Salesforce quick connects.

Explore quick connects

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Connect Paymo + Salesforce in easier way

It's easy to connect Paymo + Salesforce without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Client

    Triggers when a new client is created.

  • New Client Contact

    Triggers when a new client contact is created

  • New Invoice

    Triggers when a new invoice is created.

  • New Project

    Triggers when a new project is created.

  • New Report

    Triggers when a new report is created.

  • New Task

    Triggers when a new task is created.

  • New Task List

    Triggers when a new task list is created.

  • New Time Entry

    Triggers when a new time entry is created.

  • Updated Task

    Triggers when a task is updated.

  • Updated Time Entry

    Triggers when a time entry is updated.

  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • Actions
  • Create Client

    Creates a client.

  • Create Expense

    Creates a expense.

  • Create Invoice

    Creates an invoice.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a task.

  • Create Task List

    Creates a task list.

  • Create Time Entry

    Creates a time entry.

  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Paymo & Salesforce Integrations Work

  1. Step 1: Choose Paymo as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Paymo to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Paymo and Salesforce

Paymo is the first software that allows small businesses to manage all employees’ activity on one platform. Salesforce is a cloud computing company that provides business applications for sales, service, marketing, and more. Paymo integrates with Salesforce. Sales reps can now easily track potential customers and prospects with Salesforce, while sales management can view sales activity on one screen. With the integration of Paymo and Salesforce, sales teams will be more productive and efficient.

Integration of Paymo and Salesforce

Sales reps can now easily keep track of potential customer or prospect with Salesforce, while sales management can view all sales activity on one screen.

Sales reps can now easily keep track of potential customer or prospect with Salesforce, while sales management can view all sales activity on one screen.

Benefits of Integration of Paymo and Salesforce

  • Easier for Sales Reps to Track Prospects/Clients/Customers

Before the integration of Paymo and Salesforce, reps have to manually update their data in both platforms to track their prospects or leads. If a leads is not updated in either system, it can be easily missed. With the integration, reps only need to update the leads in Paymo and Salesforce will automatically update the leads’ status. Sales management can also view all leads in a simple list without having to log into two separate systems.

  • More Time Spent Closing Deals

In this digital age, the majority of business is no longer done face-to-face. If you want to close a deal, you must be prepared to provide a detailed analysis of your product. The only way to do this is to use analytics from Salesforce. Reps can now spend more time analyzing their leads and closing deals rather than updating information manually.

  • Less Time Managing Leads

Again, the integration of Paymo and Salesforce means less time spent managing leads and more time spent closing deals and analyzing data.

To conclude, integrating Paymo and Salesforce will help small businesses improve productivity and efficiency. It allows sales reps to remain organized and gives them more time to analyze data and close deals as well as less time managing leads as they are already updated in one platform. On top of that, businesses can also see all sales data on one screen – no need to log into two separate systems.

The process to integrate Paymo 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm