Salesforce CRM
By Cartly Team
On every paid order, add the buyer to Salesforce as a Contact and log the sale as a Closed-Won Opportunity — your storefront revenue in your CRM pipeline automatically.
About Salesforce CRM
Connect your Salesforce org to Cartly. When an order is paid, Cartly upserts the buyer as a Salesforce Contact (matched by email) and creates a Closed-Won Opportunity with the order total — no manual data entry, no duplicates.
## Setup
1. Open Settings → Integrations → Salesforce CRM.
2. Choose Production or Sandbox, then click Connect and authorize your Salesforce org.
3. Paid orders sync automatically as Contacts + Opportunities.
HIGHLIGHTS
- ✓contact_sync
- ✓opportunity_sync
- ✓oauth
- ✓closed_won