How does a payment link get created from Salesforce?

A Flow or Apex trigger calls the gateway's order API from the Opportunity or Quote, which returns a hosted checkout link sent to the customer instantly.

How does Salesforce know when a payment is successful?

Gateways fire a signed webhook the moment a payment is captured. Salesforce validates the signature and updates the related record within seconds.

Can we generate invoices automatically after payment?

Yes — invoice generation is triggered from the payment-confirmed webhook, producing a GST-compliant PDF attached to the record automatically.

Is payment data PCI DSS compliant?

Yes — card data is tokenized by the gateway and never stored in Salesforce, keeping the integration PCI DSS Level 1 compliant.

Finance Integrations

Turn every Salesforce deal into a reconciled payment

Connect Razorpay, Stripe, Cashfree, CCAvenue, PayU, and ICICI Payment Gateway directly into Salesforce — collect payments, generate invoices, and reconcile settlements without leaving your CRM.

Supported Payment Gateways

Every major gateway, one Salesforce integration layer

Six payment gateways, one unified sync architecture — swap or run them in parallel without rebuilding your CRM workflows.

RZP

Razorpay

India's leading full-stack payments platform with instant settlement options.

STR

Stripe

Global payments infrastructure for subscriptions, marketplaces, and multi-currency billing.

Cashfree

High-throughput payment gateway with instant refunds and payout automation.

CCA

CCAvenue

Enterprise-grade gateway with 200+ payment options across India's banking network.

PayU

Smart checkout with adaptive routing to maximize transaction success rates.

ICICI

ICICI Payment Gateway

Direct bank-backed gateway with enterprise settlement and reconciliation tools.

Why Integrate Payments With Salesforce

Finance operations move at the speed of your pipeline

When payment status lives inside Salesforce, finance and sales stop chasing spreadsheets. Every collection, invoice, and refund is visible the moment it happens.

Eliminate manual reconciliation between finance and sales teams
Auto-generate invoices and receipts the moment a payment clears
Give reps real-time visibility into payment status on every Opportunity
Reduce days-sales-outstanding with instant payment links from Salesforce

Live Finance Dashboard

Payments Today1,284+12.4%

Revenue Collected₹42.8L+8.1%

Success Rate98.6%+0.4%

Pending Payments₹3.1L-5.2%

Settlement TimeT+1Stable

Avg. Transaction Value₹6,420+2.9%

Why Finance Integrations

Payment operations, automated end to end

Online Payment Collection

Accept UPI, cards, and netbanking directly from Salesforce records.

Every payment collected is instantly tied back to the originating Lead, Opportunity, or Case — no manual matching required.

Invoice Automation

Auto-generate GST-compliant invoices on successful payment.

Invoice numbers, tax breakdowns, and PDF generation are triggered automatically the moment a gateway confirms payment.

Payment Links

Generate and send secure payment links in one click.

Reps create a gateway-hosted payment link from any Salesforce record and share it via email, SMS, or WhatsApp instantly.

Subscription Billing

Automate recurring billing cycles for retainers and plans.

Salesforce triggers renewal charges on schedule and updates subscription status without finance team intervention.

Refund Automation

Initiate and track refunds without leaving Salesforce.

Refund requests raised on a Case or Opportunity are pushed to the gateway API and status is synced back automatically.

Real-Time Status Updates

Webhooks push live payment status into every record.

Pending, authorized, captured, and failed states update Salesforce within seconds of the gateway event firing.

Security & Compliance

Enterprise-grade payment security

PCI DSS

Level 1 compliant infrastructure for handling card data.

Tokenization

Card and bank details are tokenized, never stored raw.

SSL Encryption

TLS 1.2+ enforced across every gateway connection.

OAuth

Scoped, expiring tokens for every integration surface.

API Authentication

Signed API keys with IP allow-listing support.

Webhook Validation

HMAC signature verification on every inbound event.

Audit Logs

Every payment action is logged with a full audit trail.

Secure Storage

Encrypted at rest with role-based Salesforce access.

Before vs After

What changes when payments connect

Without Payment Integration

Manual payment tracking across spreadsheets

Finance and sales working from disconnected data

Delayed invoice generation after payment

No visibility into pending or failed payments

Reconciliation takes days at month-end

Payments

Sync

Status

Ledger

With Payment Integration

Payments tracked automatically inside Salesforce

One shared source of truth for finance and sales

Invoices generated instantly on confirmed payment

Real-time dashboard of every payment status

Reconciliation completed same-day with settlement APIs

Industry Solutions

Built around how your industry gets paid

Tap on any node to explore

Salesforce

Real Estate

Real Estate Payments

Razorpay / CCAvenue

Booking amount → milestone payments → possession

Key Benefits

Automated milestone billing
Booking-to-payment tracking

Typical Implementation

4-6 weeks with milestone Flow automation

Frequently Asked Questions

Payment integration, answered

We build Salesforce integrations for Razorpay, Stripe, Cashfree, CCAvenue, PayU, and ICICI Payment Gateway, along with any gateway that exposes a REST API.

Finance operations move at the speed of your pipeline

When payment status lives inside Salesforce, finance and sales stop chasing spreadsheets. Every collection, invoice, and refund is visible the moment it happens.

Eliminate manual reconciliation between finance and sales teams

Auto-generate invoices and receipts the moment a payment clears

Give reps real-time visibility into payment status on every Opportunity

Reduce days-sales-outstanding with instant payment links from Salesforce