IntelliPay-Salesforce Integration: Accept and Manage Payments in Salesforce
Integrating IntelliPay with Salesforce through Unaric Payments gives your business a seamless way to accept, track, and manage payments directly within Salesforce. Instead of switching between systems, you can connect your IntelliPay account with Salesforce in just a few clicks. The result is automation, cost savings, and a better experience for your customers.
Why Connect IntelliPay to Salesforce?
Without integration, payment data lives in silos, creating manual work and poor visibility. By connecting IntelliPay to Salesforce with Unaric Payments, you remove those silos.
Every payment, refund, and payout is automatically recorded in Salesforce - giving sales, service, and finance teams a single source of truth.
Deliver Seamless Payment Experiences
Customers expect frictionless ways to pay.
With IntelliPay integrated into Salesforce, you can send branded payment links, embed pay pages in your journeys, and give customers options - from cards to ACH. Everything is tracked automatically in Salesforce, ensuring every payment interaction is visible.
Gain Real-Time Financial Insights
All IntelliPay transactions flow into Salesforce reports and dashboards, allowing you to monitor volumes, settlement times, and revenue performance instantly. Finance teams can reconcile faster, spot cost-saving opportunities, and make better decisions with live data at their fingertips.
Optimize Costs and Compliance
IntelliPay’s surcharge and cash-discount programs help reduce processing fees, while PCI Level 1 security and fraud protection keep transactions safe. Unaric Payments brings these features into Salesforce, so you can control costs and stay compliant without extra complexity.
Key Benefits of IntelliPay + Salesforce Integration with Unaric
- Centralize all payments in Salesforce for complete visibility.
- Automate recurring billing and reduce late or missed collections.
- Improve customer journeys with branded pay pages and links.
- Track performance in real time with Salesforce-native dashboards.
- Control costs and stay secure with IntelliPay’s flexible pricing and compliance tools.
Automate Recurring Billing and Payment Plans
Recurring invoices, subscription fees, and installment schedules can all be managed automatically.
Unaric Payments lets you set up recurring collections through IntelliPay inside Salesforce, track payment statuses in real time, and cut down on late or missed payments.
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.
