Salesforce + SamCart Integration

Integrate Salesforce to SamCart in one click, or tell Integrately AI how you want each order handled. Create a contact in Salesforce, update your customer records, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
  • SamCart
    Order is placed in SamCart Instant
  • SamCart
    Prospect is created in SamCart Instant
  • SamCart
    Product is purchased in SamCart Instant
  • SamCart
    Upsell is purchased in SamCart Instant
  • SamCart
    Subscription is charged in SamCart Instant
  • SamCart
    Subscription is cancelled in SamCart Instant
  • SamCart
    Subscription charge is failed in SamCart Instant
  • SamCart
    Refund is completed in SamCart Instant
  • SamCart
    Partial refund is completed in SamCart Instant
  • SamCart
    Subscription charge is refunded in SamCart Instant
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2.
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

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Ready Workflows Ready Workflows for Salesforce + SamCart Integration

Capture orders, organise customer responses, keep records updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
SamCart + Salesforce Integration

Create Salesforce contact from new SamCart contact

If you're an ecommerce business owner who uses SamCart to power your online store, you'll be happy to know that when a new contact is created in Salesforce, this automation will automatically create a contact in SamCart.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Salesforce + SamCart flow

Streamline customer data and notify your team across your entire stack after your core automation runs. Pick a combination and activate it in one click.

Salesforce
SamCart
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StripeStripe (8)
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MailchimpMailchimp (8)
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QuickBooks OnlineQuickBooks Online (8)
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SlackSlack (8)
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GmailGmail (8)
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Google SheetsGoogle Sheets (8)
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When an order is placed in SamCart, create a contact in Salesforce and create a customer in Stripe.
SamCart orders instantly create Salesforce contacts and Stripe customers without manual data entry.
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S
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When a product is purchased in SamCart, update the matching contact in Salesforce and create an invoice in Stripe.
Product purchases update Salesforce contact details and generate corresponding Stripe invoices instantly.
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S
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When a subscription is charged in SamCart, update the opportunity in Salesforce and create a charge in Stripe.
Recurring subscription charges update Salesforce opportunities and log charges in Stripe automatically.
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S
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When an upsell is purchased in SamCart, create a lead in Salesforce and create a payment link in Stripe.
Upsell purchases generate new Salesforce leads and produce quick Stripe payment links for expansion revenue.
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S
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If a SamCart order includes a specific product, create an opportunity in Salesforce and create an invoice in Stripe.
Specific product orders trigger targeted Salesforce opportunity creation and custom Stripe invoicing.
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S
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When a subscription is cancelled in SamCart, update the account in Salesforce and cancel the subscription in Stripe.
Subscription cancellations automatically update Salesforce account records and cancel active Stripe billing.
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S
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Use Claude to analyse SamCart order risk, create a contact in Salesforce, and create a customer in Stripe.
Claude evaluates SamCart order risk before creating Salesforce contacts and Stripe customer profiles.
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When an order is placed in SamCart, create a contact in Salesforce, create a customer in Stripe, and notify your team in Slack.
New orders create Salesforce contacts, set up Stripe customers, and alert your sales team in Slack.

Supported triggers and actions for Salesforce and SamCart

Mix and match to build the exact automation you need

Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Create record in Salesforce
Generates a new record
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Get records by ID in Salesforce
Retrieves a record based on its id
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
Try it โ†’
SamCart
SamCart Triggers & Actions
Instant
Order is placed in SamCart
Triggers the automation when a new order is placed
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Instant
Prospect is created in SamCart
Triggers the automation when a new prospect is added
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Instant
Product is purchased in SamCart
Triggers the automation when a product is purchased
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Instant
Upsell is purchased in SamCart
Triggers the automation when a user purchases an Upsell product
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Instant
Subscription is charged in SamCart
Triggers the automation when a subscription is charged
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Instant
Subscription is cancelled in SamCart
Triggers the automation when a subscription is cancelled
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Instant
Subscription charge is failed in SamCart
Triggers the automation when a subscription charge fails
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Instant
Refund is completed in SamCart
Triggers the automation when a refund is processed successfully
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Instant
Partial refund is completed in SamCart
Triggers the automation when a refund is processed partially
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Instant
Subscription charge is refunded in SamCart
Triggers the automation when a subscription charge is refunded
Try it โ†’
No action is available

What can you automate with Salesforce + SamCart?

Streamline your customer data flow by connecting SamCart checkouts directly to Salesforce records and workflows.

What you can automate?
๐Ÿ”„
Sync every online order to your CRM
Turn every SamCart purchase into a new contact, lead, or opportunity in Salesforce automatically. Eliminate manual data entry and keep your sales pipeline updated in real time.
๐Ÿ“‹
Capture every submitted checkout field
Map all custom checkout questions, product selections, and customer notes from SamCart into detailed Salesforce fields. Your CRM records become a comprehensive source for customer insights.
๐Ÿ””
Alert your team the moment an order arrives
Notify your sales or support channels instantly whenever a high-value SamCart order or subscription charge occurs. Ensure your team responds to customers without delay.
๐Ÿ”€
Route records based on submitted products
Send buyers to different Salesforce account tiers or sales pipelines depending on which specific SamCart product or upsell they purchased.
๐Ÿ“Š
Keep customer records updated as purchases change
Automatically update existing Salesforce contacts and accounts whenever customers modify their orders, complete upsells, or adjust their profile details in SamCart.
๐Ÿ”
Prevent duplicate records with intelligent matching
Search existing Salesforce contacts before creating new entries, updating current records when returning SamCart buyers place another order.
๐Ÿ’ณ
Handle later subscription and refund events
Trigger automated Salesforce updates when SamCart subscriptions are charged, renewed, cancelled, or when refunds are completed successfully.
โšก
Extend your flow to Stripe, Slack, and Gmail
Connect your core Salesforce and SamCart workflow to Stripe for billing, Slack for team alerts, or Gmail for customer outreach in a single multi-step automation.
And much more...

Who is Salesforce + SamCart integration for?

Operations teams, marketers, and sales leaders connect Salesforce and SamCart to eliminate manual data entry and keep revenue pipelines instantly updated.

Revenue analysts and data managers
Revenue analysts and data managers
Sales managers
Sales managers
Client success executives
Client success executives
E-commerce operations teams
E-commerce operations teams
Fulfillment coordinators
Fulfillment coordinators
Billing specialists
Billing specialists
๐Ÿ“ˆ
Revenue analysts and data managers
You're reviewing sales reports and pipeline metrics, but your CRM records only update when someone manually exports orders, so the conversion counts you're optimising against are always a few hours behind โ€” with this integration, every new SamCart order lands in Salesforce instantly and your reporting stays current.
โšก
Sales managers
You need your team to follow up with high-value buyers immediately, but order details sit trapped in checkout systems until end-of-day reports run, so hot leads grow cold before reps can reach out โ€” with this integration, every new SamCart purchase triggers instant Salesforce lead creation and your reps engage prospects right away.
๐Ÿค
Client success executives
You answer to key clients who expect their accounts and order histories to reflect new purchases without delay, but manual syncing creates gaps and embarrassing errors โ€” with this integration, every subscription charge and product purchase updates Salesforce accounts automatically and your client records remain pristine.
๐Ÿ›’
E-commerce operations teams
The transaction volume from your online store is too high for anyone to keep up by hand, and manual copy-pasting between checkout and your CRM leads to missed customer data โ€” with this integration, every order and prospect flows straight into Salesforce without manual intervention.
๐Ÿ“ฆ
Fulfillment coordinators
You own the shipping and delivery step and depend on upstream sales data to trigger fulfillment tasks, but delayed manual handoffs stall your entire dispatch schedule โ€” with this integration, every SamCart order creates the necessary Salesforce records instantly so your fulfillment queue moves without friction.
๐Ÿงพ
Billing specialists
You need a reliable history of every financial transaction and keep finding gaps where failed charges or refunds were missed by manual entry โ€” with this integration, every SamCart billing event updates Salesforce opportunities and accounting records reliably with zero missing entries.
Our team

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Why choose Integrately to automate Salesforce + SamCart

Build and manage your Salesforce + SamCart automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Salesforce + SamCart with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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Frequently Asked Questions

How do I connect Salesforce to SamCart?
Frequently Asked Questions
You can connect Salesforce to SamCart in 1 click using ready-made templates on Integrately. With 42,000+ active users, you can also ask Integrately AI to build your automation or integrate with Stripe, Slack, and Gmail effortlessly.
Can I automatically create Salesforce contacts from SamCart orders?
Frequently Asked Questions
Can I connect Salesforce, SamCart, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesforce and SamCart?
Frequently Asked Questions
How does Salesforce handle incoming orders from SamCart?
Frequently Asked Questions
Can SamCart subscriptions update Salesforce opportunities?
Frequently Asked Questions
Do I need coding skills to connect Salesforce and SamCart?
Frequently Asked Questions
Is the Salesforce and SamCart integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Salesforce or SamCart With 1500+ Other Apps

Salesforce
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SamCart
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Sync SamCart with accounting, payment, and spreadsheet tools to keep store data working across your operational stack.
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