Instamojo + Salesforce Integration

Integrate Instamojo to Salesforce in one click, or tell Integrately AI how you want each payment handled. Track incoming payments, create contacts or leads in Salesforce, update account records, and alert your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Instamojo
    Payment is added in Instamojo
  • Instamojo
    Payment request is added in Instamojo
  • Instamojo
    Refund is issued in Instamojo
  • 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
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2.
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Create record 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 Instamojo + Salesforce Integration

Capture payments, create Salesforce contacts, update leads, record opportunities, and manage customer accounts, all in just one click.

Most popular automationsmost-popular-automations
Instamojo + Salesforce Integration

Create Salesforce record for new Instamojo payment

With the help of this Instamojo - Salesforce integration, whenever a new payment is created in Instamojo, a corresponding record will be created in Salesforce. This record will include the data from the payment, including the payment amount, the date of the payment, and the name of the person who made the payment.

This information can be used to track payments and payments over time, and to make sure that all payments are accounted for. Thus. this Instamojo - Salesforce integration can be helpful for keeping track of expenses, or for monitoring a budget.
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Instamojo + Salesforce Integration

Create Salesforce opportunity from new Instamojo payment

If you use Instamojo to process payments, you can now use this integration to create opportunity in Salesforce right from the payment screen.

This will save you time by automatically creating a opportunity for each payment made through Instamojo. Plus, it's a great way to keep track of your sales activity and remind yourself of any payment deadlines.
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Instamojo + Salesforce Integration

Create Salesforce contact from new Instamojo payment

If you've been using Instamojo to power your online payments, you'll be happy to know that integration with Salesforce will make it even easier for you to keep track of your payments and contact.

With this integration, when a payment is added in Instamojo, a contact will automatically be created in Salesforce. This makes it easy to keep track of your payments and contact data all in one place.

So if you're already using Instamojo and Salesforce, be sure to check it out!
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Instamojo + Salesforce Integration

Create Salesforce task for new Instamojo payment

If you're using Instamojo to process your payments, you can easily create task in Salesforce for each payment. This will help you keep track of what needs to be done with each payment and ensure that everything is completed in a timely manner.

Creating a task for each payment will also allow you to more easily track your payments and budget. To get started, simply click activate and connect your Instamojo and Salesforce accounts, and we'll take care of the rest!
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Instamojo + Salesforce Integration

Create Salesforce record for new Instamojo payment

With the help of this Instamojo - Salesforce integration, whenever a new payment is created in Instamojo, a corresponding record will be created in Salesforce. This record will include the data from the payment, including the payment amount, the date of the payment, and the name of the person who made the payment.

This information can be used to track payments and payments over time, and to make sure that all payments are accounted for. Thus. this Instamojo - Salesforce integration can be helpful for keeping track of expenses, or for monitoring a budget.
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Connect more apps to your Instamojo + Salesforce flow

Connect your payment and CRM data with messaging tools, spreadsheets, email campaigns, and accounting platforms. Pick a combination and activate it in one click.

Instamojo
Salesforce
+
RazorpayRazorpay (3)
+
MailchimpMailchimp (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
GmailGmail (3)
I
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Add every Instamojo payment to Salesforce, and create a customer profile in Razorpay
New Instamojo payments instantly create Salesforce records while setting up customer profiles in Razorpay without manual entry.
I
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Create a Salesforce lead from Instamojo payments, and generate a payment link in Razorpay
Turn Instamojo transactions into Salesforce leads while generating follow-up payment links in Razorpay instantly.
I
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When an Instamojo refund is issued, update the Salesforce record and fetch payment details in Razorpay
Keep Salesforce and Razorpay updated automatically whenever a refund is processed in Instamojo.

Supported triggers and actions for Instamojo and Salesforce

Mix and match to build the exact automation you need

Instamojo
Instamojo Triggers & Actions
Payment is added in Instamojo
Triggers the automation when a new payment is added
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Payment request is added in Instamojo
Triggers the automation when a payment request is created
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Refund is issued in Instamojo
Triggers the automation when a refund is issued
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No action is available
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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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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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
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What can you automate with Instamojo + Salesforce? playroom

Streamline your payment operations and CRM management with ready-made workflows designed for Instamojo and Salesforce.

What you can automate?
💳
Sync Instamojo payments to Salesforce records automatically
Capture every successful transaction in Instamojo and create corresponding records or contacts in Salesforce without lifting a finger. Your revenue data flows into your CRM the moment a payment clears.
📋
Capture every submitted payment request field
Map all available customer details and payment request attributes from Instamojo into custom Salesforce fields. Ensure no crucial information gets lost during data transfers.
🔔
Alert your sales team the moment revenue arrives
Notify your team instantly in Slack or via email whenever a new payment or payment request is added in Instamojo, ensuring rapid customer follow-up.
🔀
Route records based on payment amounts or criteria
Distribute leads and opportunities differently in Salesforce depending on the transaction value or submitted details from Instamojo. Create personalized workflows for high-value clients.
🔄
Keep Salesforce records updated as transactions evolve
Automatically update customer accounts and deal stages in Salesforce whenever payment statuses change or new requests are logged in Instamojo.
👥
Match and update existing contacts instead of creating duplicates
Search for existing contact records in Salesforce before creating new ones when an Instamojo payment is received, keeping your CRM database clean and organized.
🔄
Handle refund events and update financial statuses
Trigger automated updates in Salesforce whenever a refund is issued in Instamojo, maintaining accurate records of customer account standing.
🔗
Extend payment workflows to your favorite communication tools
Connect Instamojo and Salesforce with Slack, Gmail, or Google Sheets to build comprehensive multi-step pipelines for your entire team.
And much more...

Who is Instamojo + Salesforce integration for?

Connect your payment gateway and CRM to eliminate manual data entry, streamline revenue tracking, and keep sales teams aligned across every transaction.

Data analysts and revenue leads
Data analysts and revenue leads
Sales development representatives
Sales development representatives
Account managers and client leads
Account managers and client leads
High-volume operations teams
High-volume operations teams
Billing and finance specialists
Billing and finance specialists
CRM administrators and data stewards
CRM administrators and data stewards
📈
Data analysts and revenue leads
You're pulling payment reports from Instamojo and pasting them into Salesforce, but the pipeline numbers are always lagging behind actual sales activity — this integration means every transaction record syncs instantly and your dashboards stay current.
Sales development representatives
You need to follow up with paying customers immediately, but leads sit unassigned until someone manually checks the payment gateway — with this integration, every new payment creates a contact in Salesforce instantly so you can reach out right away.
🤝
Account managers and client leads
You answer to stakeholders who want accurate account histories, but scattered payment records leave gaps in your client timelines — connecting these apps means every payment and request logs directly into Salesforce for a complete client view.
📊
High-volume operations teams
The volume of daily transactions in Instamojo is too high for anyone to keep up by hand, leading to missed CRM entries — automating both apps means every payment record creates a contact and updates accounts without manual effort.
💼
Billing and finance specialists
You depend on sales reps to log payment details in Salesforce after transactions occur, but manual handoffs cause delayed invoicing and tracking errors — this integration means payment data flows straight from Instamojo into your CRM without delays.
🗂️
CRM administrators and data stewards
You need a reliable customer history in Salesforce, but manual data entry results in duplicate records and missing payment details — connecting these apps means clean, standardized records populate automatically for every transaction.
Our team

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Why choose Integrately to automate Instamojo + Salesforce

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

1,500+ apps connected
1,500+ apps connected
Connect Instamojo + Salesforce 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 — 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.
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How Integrately Works?

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Automation is ready
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Frequently Asked Questions

How do I connect Instamojo to Salesforce?
Frequently Asked Questions
You can connect Instamojo to Salesforce in 1 click using ready workflows on Integrately, or use Integrately AI to build your custom pipeline with tools like Slack, Google Sheets, and Gmail.
Can I automatically create Salesforce contacts when an Instamojo payment is added?
Frequently Asked Questions
Can I connect Instamojo, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Instamojo and Salesforce?
Frequently Asked Questions
How are payments handled when connecting Instamojo and Salesforce?
Frequently Asked Questions
Can I update Salesforce records when a refund is issued in Instamojo?
Frequently Asked Questions
Do I need coding skills to integrate Instamojo and Salesforce?
Frequently Asked Questions
Is the Instamojo and Salesforce integration free?
Frequently Asked Questions
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You Can Also Connect Instamojo or Salesforce With 1500+ Other Apps

Instamojo
Popular Instamojo Integrations
Connect Instamojo to payment gateways, invoicing software, and analytics tools to manage financial data effectively.
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Salesforce
Popular Salesforce Integrations
Sync Salesforce with marketing platforms, customer support systems, and productivity suites to keep your business data unified.