Integrate Forte With Salesforce
Connect Forte to Salesforce and manage ACH, card, and recurring payments in one place. Accept a wide range of payment types, automate billing cycles, and streamline back-office processes, and keep your customer and payment data inside Salesforce.
Why Choose Forte + Salesforce Integration?
Forte is a trusted U.S. payments platform that supports credit cards, debit cards, and ACH/eCheck transactions, with built-in compliance and risk management. By integrating Forte with Salesforce through Unaric Payments, you can centralize all your payment workflows, reduce manual reconciliation, and deliver smoother customer payment experiences.
Accept ACH and Card Payments Seamlessly
Forte specializes in flexible payment options, from card-based transactions to ACH direct debits. With Unaric Payments, your sales, service, and finance teams can process these payments directly inside Salesforce. Each transaction is automatically linked to the right account, opportunity, or case, saving time and reducing errors.
Ensure Compliance and Security
Forte is PCI Level 1 compliant and provides advanced fraud detection tools. Combined with Unaric Payments’ Salesforce-native integration, you can confidently process payments while protecting sensitive customer data and meeting industry standards.
Enhance Operational Efficiency with Real-Time Reporting
Unaric Payments records all Forte payment activity inside Salesforce dashboards and reports. Monitor transaction volumes, success rates, and settlement timings to uncover cost savings and optimize financial performance, all from the CRM your teams already use.
Automate Recurring Billing and Subscriptions
Recurring invoices and subscription payments are simple with Forte + Salesforce. Unaric Payments enables you to schedule recurring ACH or card collections, send branded payment links, and track customer mandates without leaving Salesforce. This minimizes late payments and improves cash flow visibility.
The Benefits of Unaric's Forte + Salesforce Integration
- Accept ACH and card payments natively within Salesforce.
- Automate recurring collections for subscriptions or payment plans.
- Improve compliance with PCI Level 1 and fraud detection tools.
- Simplify reconciliation with real-time payment data inside Salesforce.
- Save costs and time by consolidating payment workflows on one platform.
See Unaric Payments in action
One of our payments experts will happily show you around. Your demo will include:
An overview of the core features and overall benefits.
A deeper dive into the payment challenges you’re facing now, and how Unaric Payments can help.
A follow up email with helpful details and documentation to help you make an informed decision.
