Integrate Salesforce with Patreon

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

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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.

About Patreon

Patreon is a membership platform that makes it easy for artists and creators to get paid. It enables content creators to make a regular, long-term living from their work. Patreon also allows creators to keep in touch with their most ardent supporters while maintaining creative control over their work.

Patreon Integrations
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Best Salesforce and Patreon Integrations

  • Salesforce Integration Salesforce Integration

    Patreon + Salesforce

    Create Lead to Salesforce from New Member in Patreon Read More...
    Close
    When this happens...
    Salesforce Integration New Member
     
    Then do this...
    Salesforce Integration Create Lead
  • Salesforce Integration Salesforce Integration

    Patreon + Salesforce

    Create Custom Object to Salesforce from New Member in Patreon Read More...
    Close
    When this happens...
    Salesforce Integration New Member
     
    Then do this...
    Salesforce Integration Create Custom Object
  • Salesforce Integration Salesforce Integration

    Patreon + Salesforce

    Create Contact to Salesforce from New Member in Patreon Read More...
    Close
    When this happens...
    Salesforce Integration New Member
     
    Then do this...
    Salesforce Integration Create Contact
  • Salesforce Integration Salesforce Integration

    Patreon + Salesforce

    Update Contact in Salesforce when New Member is created in Patreon Read More...
    Close
    When this happens...
    Salesforce Integration New Member
     
    Then do this...
    Salesforce Integration Update Contact
  • Salesforce Integration Salesforce Integration

    Patreon + Salesforce

    Update Custom Object in Salesforce when New Member is created in Patreon Read More...
    Close
    When this happens...
    Salesforce Integration New Member
     
    Then do this...
    Salesforce Integration Update Custom Object
  • Salesforce Integration {{item.actionAppName}} Integration

    Salesforce + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Salesforce + Patreon in easier way

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

    Triggers
  • 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.

  • Deleted Member

    Triggered when a membership is deleted.

  • Deleted Pledge

    Triggers when an existing pledge is deleted.

  • Deleted Post

    Triggered when a post is deleted on a campaign.

  • New Member

    Triggers when a new member is created, either by pledging or by following a campaign.

  • New Pledge

    Triggers when a new pledge is received on a campaign.

  • New Post

    Triggered when a new post is published on a campaign.

  • Updated Member

    Triggered when the membership information is changed. Includes updates on payment charging events.

  • Updated Pledge

    Triggers when a pledge has been updated.

  • Updated Post

    Triggered when a post is updated on a campaign.

    Actions
  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Salesforce & Patreon Integrations Work

  1. Step 1: Choose Salesforce 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 Patreon 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 Salesforce to Patreon.

    (2 minutes)

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

Integration of Salesforce and Patreon

Salesforce

Salesforce is a customer relationship management (CRM. software company with headquarters in San Francisco, California. The company primarily offers on-demand, multitenant software-as-a-service (SaaS. products and licenses. It is considered to be an enterprise cloud computing company.

Patreon

Patreon is a membership platform that provides business tops for producing and managing membership services and communities. It provides a way for creators to get paid for making the stuff they’re already creating (videos, music, webcomics, articles, etc.), in addition to other benefits such as increased income potential, lower marketing costs, and social support.

Integration of Salesforce and Patreon

Integration of Salesforce and Patreon will help both companies to connect their web applications to each other. So that whenever a new member joins either one of them it will automatically notify the other one.

The integration can be done by using the payment gateway option provided by Salesforce. The payment gateway will send the payment information to the user’s profile in Salesforce and also update the patrons account in Patreon with the same information.

This integration can be done using the fplowing steps:

Step 1. Salesforce subscription plan should be selected for which the payment gateway should be configured. In this case a Transaction Fee Plan is selected where custom pricing is applied to each transaction. Also an Evaluation license is selected from the Salesforce side. On the other hand a Basic plan is selected from Patreon side along with a billing address for the transaction.

Step 2. A payment gateway needs to be configured for Salesforce when a user adds/updates any profile field or record in salesforce that invpves money or currency values. This payment gateway can be configured under Salesforce Setup > Payment Settings > Gateway Configuration. There are multiple options available in this section like Credit Card, PayPal and others. For this use case, PayPal is selected which helps in integrating the two applications.

Step 3. Under Salesforce Setup > Administer > License Management > Licenses, an evaluation license is created for the transaction fee plan which will be used for testing purpose. Once the license is created, it can be assigned to the user who is invpved in the transaction by clicking on Assign button next to it.

Step 4. Now once a transaction occurs in Salesforce invpving money, the system will prompt the user to pay via PayPal. This notification is sent to the user through emails and mobile notifications. The user has to log into his PayPal account and make the payment. After making the payment, Salesforce gets updated with the details about the payment made by the user through PayPal along with a transaction_id which is used to identify the transaction. This transaction_id is then sent to your application by Salesforce as a SOAP API call through HTTPS.

Step 5. In this step a webhook URL is configured in Patreon so that whenever there is any update in Patreon, an HTTP POST request can be sent to that URL containing details about that update. Also an API key needs to be obtained from Patreon in order to enable this feature by providing the application URL where webhooks can be received and processed.

Step 6. Webhooks are now used to update your database with newly added donations/transactions whenever there is any change in Patreon database after receiving an HTTP POST request from Patreon containing details about that update in JSON format through HTTPS.

Step 7. In this step some logic is required in both applications so that whenever there is any donation made by a patron in Patreon it gets reflected in Salesforce along with a transaction_id which was received earlier as a SOAP API call from Salesforce informing about that particular transaction.

In order to achieve this integration process, there are few things which need to be taken care of:

  • When designing your application architecture, you need to make sure that API keys and webserver logs are not publicly accessible from internet. These should be restricted to local network only except when you want to receive requests from public networks like AWS Lambda or Google Cloud Functions. So instead of exposing your API endpoint directly to internet, use some service like AWS Lambda or Google Cloud Functions if you want to expose your API endpoint publicly or use some load balancer like Nginx which can route requests based on host header value rather than IP address of your server when it comes to receiving requests via HTTPS protocp. If you are using AWS Lambda or Google Cloud Functions then make sure that you do not expose them publicly so that they don’t get hit by malicious traffic over internet.
  • You need to create a separate database in salesforce for storing information related to transactions which will help you in tracking all transactions performed by users using your application on salesforce platform so that these transactions can be matched with transactional data received from Patreon in future.
  • You may need a mechanism for storing unique identifiers for each transaction performed by users on salesforce platform so that these identifiers can be matched with transactional data received from Patreon in future. You may consider storing ids of transactions performed on salesforce platform as part of metadata of those transactions so that these ids can be used as unique identifiers for identifying transactions performed by users on salesforce platform without interfering with transactional data received from Patreon later on.
  • You may want to consider using IP address whitelisting on your webhook provider so that no requests are accepted by your webhook provider unless they are coming from whitelisted IP addresses only so that malicious traffic does not get access to your webhook provider due to lack of proper security measures taken by your webhook provider.
  • You may want to consider having some kind of rate limiting mechanism on your webhook provider so that malicious users are not able to spam your webhook provider due lack of proper security measures taken by your webhook provider. You may consider setting up rate limiting on all endpoints of your webhook provider including private endpoints to avoid malicious activity on your platform which may lead you into financial loss for sure.
  • You may want to consider having some kind of throttling mechanism on your webhook provider so that malicious users are not able to perform too many requests per second on your platform which may lead you into financial loss for sure due lack of proper security measures taken by your webhook provider.
  • As mentioned earlier while configuring your application architecture, you need to make sure that API keys and webserver logs are not publicly accessible from internet along with proper security measures taken by your webhook provider which might lead you into financial loss due lack of proper security measures taken by your webhook provider due lack of proper security measures taken by your webhook provider…

The process to integrate Salesforce and Patreon 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.