PayTrace + Salesforce integrationPayTrace payments recorded in Salesforce
Card payments are taken in PayTrace, but your team works in Salesforce. We bring one-time and recurring PayTrace payments into Salesforce and check that both systems match, so finance and front-line teams look at the same numbers.
- One-time and recurring PayTrace payments recorded in Salesforce
- PayTrace and Salesforce checked against each other
- Collections and outstanding balances in Salesforce dashboards
900+ integrations completed · Salesforce partner · We sign BAAs
- • One-time payments
- • Recurring payments
- • Payment history
Two sets of payment numbers
When payments live in PayTrace and the customer lives in Salesforce, someone has to copy them across. Totals drift apart, old recurring payments pile up, and nobody is sure which system is right.
What it does
What the PayTrace + Salesforce integration handles
Automated payment syncs
One-time and recurring PayTrace payments recorded in Salesforce, without manual entry.
Systems that match
PayTrace checked against Salesforce, so the payments in both systems agree.
Recurring payments kept clean
Old recurring payments cleaned up, and completed recurring payments detailed in Salesforce.
Customizable dashboards
Dashboards that track collections and outstanding balances in Salesforce.
Receipts
PayTrace email receipts set up with the details your customers need, such as your phone number.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect PayTrace to Salesforce.
AimingThe real thing
Payments and refunds, visible in Salesforce
Screenshots from a live Salesforce payments build. Here, payments and refunds sync in from the client’s case management system; the same idea applies to any payment platform. Every customer name is replaced.
- 1Payment data on the record
Payment status, last payment, initial payment, gross sale, total paid, percent paid and balance, synced onto the opportunity, including refunds.
- 2Refunds at a glance
A stage indicator on every opportunity: won, lost to a full refund, or won with a partial refund.
- 3Full refund, flagged
When a payment is fully refunded, the stage moves to Closed Lost – Full Refund and the record says so in a banner.
- 4Partial refund, flagged
A partial refund keeps the deal won, marked Closed Won – Partial Refund, so revenue reports stay accurate.
The real thing
Payment plans and card details, built into Salesforce
From the same live build: a payment plan builder and an optional card authorization on the engagement letter, with checks that catch bad card details before anything is sent.
- 1Auto scheduler
Pick a start date, weekly or monthly, and the number of payments (up to 40). The balance is split evenly, with the last payment absorbing the rounding.
- 2An editable payment schedule
Every scheduled payment listed with its date and amount. Add or remove payments, and the total scheduled is checked against the fee so the balance lands at zero.
- 3Card authorization, handled carefully
Credit card or bank deposit. Card details are optional, saved only on the engagement letter with access restricted, the CVV is never stored, and card data is erased with one click or automatically once the document is sent for signature.
- 4Errors caught as you type
Invalid card numbers, expired dates and a CVV with the wrong number of digits are flagged before anything is saved or sent.
Data that flows
PayTrace + Salesforce integration: what gets sent, field by field
- One-time payments
- Recurring paymentsIncluding completed payments
- Payment historyFor reconciliation and reporting
See your own PayTrace + Salesforce map
A free call maps your fields and data flow, so you see exactly what the integration would do before anything is built.
Built for real life
PayTrace + Salesforce integration: the hard parts, already solved
Mismatched totals
Payments compared between PayTrace and Salesforce, and differences fixed.
Authentication errors
PayTrace connection errors found and fixed, so payments keep syncing.
Old recurring payments
Stale recurring payments cleaned up so reports only show what is active.
What clients say
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
How the PayTrace + Salesforce integration goes live
- 1
Free call
We look at how leads come in today and what you need to see, and where.
- 2
Mapping
Which payment fields and records carry over, agreed before anything is set up.
- 3
Set up and test
Configured and tested with test payments before it touches real ones.
- 4
Go live
Running in the background, with support if anything changes.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Who the PayTrace + Salesforce integration is for
- Teams taking payments in PayTrace and managing customers in Salesforce
- Finance teams reconciling PayTrace against Salesforce by hand
- Teams running recurring payments through PayTrace
PayTrace + Salesforce integration FAQ
Does it handle recurring payments?
Yes. One-time and recurring PayTrace payments are recorded in Salesforce.
Our PayTrace numbers do not match Salesforce. Can you help?
Yes. We compare the two systems and fix the differences.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.