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Unify Payments & CRM: BridgePay & Salesforce Integration

Automate financial workflows, streamline reconciliation, and empower your sales and service teams with a unified view of customer payments – driven by intelligent iPaaS.

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The Challenge

The Disconnect Between Payments and Customer Relationships

Managing payments and customer data in siloed systems creates significant operational inefficiencies, data discrepancies, and a fragmented customer experience. Without a robust integration between BridgePay and Salesforce, businesses face a myriad of challenges that impact their bottom line and customer satisfaction.

  • Manual data entry of payment details into CRM, leading to errors and delays.
  • Lack of real-time visibility into payment status within Salesforce for sales and service teams.
  • Complex and time-consuming manual financial reconciliation processes.
  • Delayed handling of refunds and chargebacks, impacting customer satisfaction and increasing financial risk.
  • Inconsistent customer data across payment and CRM platforms.
  • Compliance risks from handling sensitive payment data outside of secure, tokenized environments.
  • Difficulty in tracking recurring revenue and subscription payments accurately.
Integration Diagram
Solution Illustration
The Solution

Streamlined Payment & CRM Management with Intelligent iPaaS

Our iPaaS-powered integration solution bridges the gap between BridgePay and Salesforce, creating a unified, automated ecosystem for all your payment and customer data. Leverage our low-code platform and AI capabilities to transform your financial operations and customer engagement.

  • Real-time payment capture and status updates in Salesforce.
  • Automated refund and chargeback workflows.
  • Unified customer profiles with complete payment history.
  • PCI DSS compliant tokenization of sensitive payment data.
  • Dynamic GL account mapping for accurate financial posting.
Implementation Timeline

Go live with BridgePay + Salesforce in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both BridgePay and Salesforce, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most BridgePay + Salesforce deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Real-time payment capture and status updates in Salesforce.
  • Automated refund and chargeback workflows.
  • Unified customer profiles with complete payment history.
  • PCI DSS compliant tokenization of sensitive payment data.
  • Dynamic GL account mapping for accurate financial posting.
  • AI-driven fraud detection and reconciliation anomaly alerts.
  • Comprehensive monitoring and error handling for financial transactions.

BridgePay & Salesforce Integration: The Technical Blueprint

Our iPaaS solution orchestrates a robust and secure integration between BridgePay and Salesforce, leveraging event-driven architecture, API-first principles, and low-code tooling. This ensures real-time data flow, high data integrity, and compliance with industry standards.

Data Flow Steps

Secure Connection Setup: Establish authenticated connections to BridgePay and Salesforce using their respective APIs. For BridgePay, API keys and OAuth 2.0. For Salesforce, OAuth 2.0 with JWT Bearer flows for server-to-server security.

Event Listener Configuration: Configure iPaaS to listen for critical events from both systems. This includes BridgePay webhooks (e.g., `payment.captured`, `refund.processed`, `chargeback.received`) and Salesforce Platform Events or Change Data Capture (CDC) for `Opportunity`, `Order`, `Case`, and `Payment` objects.

Data Extraction & Transformation: Upon an event trigger, extract relevant data from the source system. The iPaaS's visual mapping canvas is used to transform and normalize data schemas to fit the target system's requirements (e.g., BridgePay's `customerId` to Salesforce's `Account.ExternalID_c`).

Business Logic & Routing: Apply conditional logic and business rules (e.g., routing failed payments to a specific queue, dynamically mapping GL accounts based on transaction type) using low-code components.

Target System Update: Invoke the appropriate API endpoint in the target system (e.g., Salesforce `/sobjects/Paymentc` for payment status updates, BridgePay `/v1/payments/{transactionId}/refunds` for refunds).

Error Handling & Monitoring: Implement robust error handling with automated retries, dead-letter queues, and real-time alerts. Monitor integration health and data flow through centralized dashboards.

Reconciliation & Audit: Log all transactions and changes for audit trails. Implement automated reconciliation processes for BridgePay settlement data against Salesforce records and ERP entries.

Data Touchpoints

BridgePay: Payment Transaction, Customer Account, Order, Refund, Chargeback, Settlement Batch, Payment Method Token
Salesforce: Account, Contact, Opportunity, Order, Case, Payment (Custom Object/Standard), Product2, User

"BridgePay <--> iPaaS (Event Bus, Data Transformation, Workflow Engine) <--> Salesforce. BridgePay sends webhooks for payment events. Salesforce sends Platform Events/CDC for CRM updates. iPaaS orchestrates bi-directional data flow, applying business logic and ensuring data integrity."

Pricing

Simple, transparent pricing for BridgePay + Salesforce.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating BridgePay

Integrating BridgePay fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Key Entities & Data Mapping for BridgePay and Salesforce

Seamless data flow relies on accurate mapping of critical entities between BridgePay and Salesforce. Our iPaaS provides a visual mapping canvas to connect corresponding fields, ensuring data integrity and consistency across your payment and CRM operations.

Payment Transaction / Payment Record

The core financial event. BridgePay processes the transaction, and Salesforce tracks its status and details.

BridgePay Fields

transactionId amount currency status paymentMethodType cardLast4 customerId orderId timestamp fees

Salesforce Fields

PaymentID_c (External ID) OpportunityId OrderIdc Amountc Statusc TransactionDate_c PaymentMethod_c CardLast4c CustomerAccountIDc

Mapping Notes

BridgePay's `transactionId` maps to Salesforce's `PaymentIDc` (custom external ID). BridgePay's `customerId` maps to Salesforce `Account.ExternalIDc` or `Contact.ExternalID_c`. Status updates (e.g., 'captured', 'voided', 'failed') are critical for bi-directional sync.

Next Steps

See BridgePay + Salesforce integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

eCommerce Order-to-Payment-to-CRM Sync

When a customer places an order on your eCommerce platform and pays via BridgePay, automatically sync the order details, payment status, and customer information to Salesforce. This ensures sales and service teams have immediate visibility into new orders and their payment status.

Integration Steps:

  1. 0 Customer completes checkout on eCommerce platform, payment processed by BridgePay.
  2. 1 BridgePay sends 'payment.captured' webhook to iPaaS.
  3. 2 iPaaS extracts 'Payment Transaction' and 'Customer Account' data from BridgePay.
  4. 3 iPaaS creates/updates 'Account' and 'Contact' in Salesforce, using 'ExternalID_c' for matching.
  5. 4 iPaaS creates an 'Order' record in Salesforce, linking it to the Account and updating payment status based on BridgePay's response.
  6. 5 iPaaS updates the eCommerce platform with payment confirmation.

Business Outcome

Real-time order visibility, accurate customer data in CRM, streamlined order fulfillment, reduced manual data entry.

Frequency

Real-time, event-driven

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Accelerate Financial Reconciliation
Automate the matching of BridgePay settlement reports with bank statements and Salesforce payment records, using AI to detect and resolve discrepancies swiftly.
Enhance Customer 360 View
Provide sales and service teams with real-time access to complete payment history, statuses, and customer financial data directly within Salesforce.
Boost Operational Efficiency
Eliminate manual data entry, reduce human errors, and automate repetitive tasks across sales, finance, and customer service workflows.
Strengthen Fraud Detection
Leverage AI to analyze BridgePay transaction data in real-time, identifying suspicious patterns and proactively alerting your fraud prevention teams.
Improve Cash Flow & Revenue
Expedite payment capture, streamline subscription billing, and optimize chargeback dispute management to protect and accelerate your revenue streams.
Ensure PCI DSS Compliance
Securely handle sensitive payment data through tokenization and encrypted channels, maintaining strict adherence to PCI DSS standards.
Accelerate Time-to-Market
Utilize low-code iPaaS capabilities to rapidly deploy new integrations and adapt to evolving business needs or payment methods.
✨

Accelerate Financial Reconciliation

80% Reduction in manual reconciliation time

📋 What You Get

Automate the matching of BridgePay settlement reports with bank statements and Salesforce payment records, using AI to detect and resolve discrepancies swiftly.

💼 Business Impact

This benefit directly contributes to 80% improvement in Reduction in manual reconciliation time, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with BridgePay + Salesforce in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both BridgePay and Salesforce, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most BridgePay + Salesforce deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST /v1/payments Process new payment transactions (credit card, ACH). Triggered by Salesforce 'Closed Won' Opportunities or new Orders.
POST /v1/payments/{transactionId}/refunds Initiate a refund for a processed payment. Triggered by a Salesforce 'Case' with a refund request.
GET /v1/transactions/{transactionId} Retrieve detailed transaction information. Used to enrich Salesforce payment records or for reconciliation.
POST /v1/webhooks/subscriptions Manage webhook subscriptions for real-time event notifications (e.g., payment.captured, refund.processed, chargeback.received) to the iPaaS.
GET /v1/settlements/daily Retrieve daily settlement reports for reconciliation. Typically a scheduled call from iPaaS to pull aggregated financial data.
GET /v1/customers/{customerId}/payment_methods Retrieve tokenized payment methods for recurring billing. Used to ensure PCI compliance in subscription workflows.

⚡ Transformation Logic

  • Field Mapping: Direct 1:1 mapping for common fields (e.g., `amount`, `currency`).
  • Status Normalization: Map BridgePay specific statuses (e.g., 'Approved', 'Declined') to Salesforce picklist values (e.g., 'Captured', 'Failed').
  • Data Enrichment: Augment BridgePay transaction data with Salesforce `Account` or `Contact` details (e.g., `Industry`, `CustomerSegment_c`).
  • GL Account Derivation: Use low-code rules to dynamically determine the correct General Ledger accounts based on transaction type, product category, or customer segment for ERP posting.
  • Address Standardization: Cleanse and standardize billing/shipping addresses for consistency across systems.

🛡️ Error Handling

  • BridgePay API Timeout: iPaaS retries with exponential backoff.
  • Salesforce Data Validation Error: Message routed to dead-letter queue, alert sent for manual correction.
  • Duplicate Payment Attempt: Idempotency key prevents duplicate transaction; error logged.
  • Mismatched Customer IDs: iPaaS attempts fuzzy matching or flags for manual review.
  • Webhook Delivery Failure: BridgePay retries webhooks; iPaaS logs and alerts if not received after multiple attempts.
Pricing

Simple, transparent pricing for BridgePay + Salesforce.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General FAQs

▸ Why is integrating BridgePay with Salesforce crucial for my business?
Integrating BridgePay with Salesforce is crucial because it unifies your payment processing with your customer relationship management. This eliminates data silos, automates workflows from sales to payment capture, streamlines reconciliation, and provides your sales and service teams with a complete, real-time 360-degree view of your customer's financial interactions. It reduces manual effort, improves data accuracy, and accelerates cash flow.

Technology FAQs

▸ How does an iPaaS enhance BridgePay and Salesforce integration?
An iPaaS acts as the central orchestration layer. It provides pre-built connectors, low-code mapping tools, and workflow automation to seamlessly connect BridgePay and Salesforce. This enables real-time data sync, event-driven processes (like instant payment status updates), robust error handling, and dynamic data transformation, significantly improving efficiency, accuracy, and scalability compared to traditional integration methods.

Development FAQs

▸ Can I use low-code/no-code tools to build workflows with BridgePay and Salesforce?
Absolutely. Modern iPaaS platforms offer robust low-code/no-code environments, empowering business analysts and finance professionals to design, build, and manage sophisticated BridgePay and Salesforce integration workflows without extensive coding. This accelerates development, allows for rapid adaptation to changing business needs, and reduces reliance on IT.

AI FAQs

▸ How does AI augment BridgePay and Salesforce integrations for better financial outcomes?
AI significantly enhances these integrations by offering real-time fraud detection on BridgePay transactions, anomaly detection in reconciliation data, intelligent exception handling, and predictive insights into payment trends. For example, AI can automatically flag suspicious transactions, suggest optimal GL account mappings, or even auto-resolve common payment errors, leading to higher data quality and reduced manual effort.

Security & Compliance FAQs

▸ How do I ensure PCI DSS compliance when integrating BridgePay with Salesforce?
Ensuring PCI DSS compliance is critical. Always utilize BridgePay's tokenization features so that raw cardholder data is never stored or handled by your iPaaS or Salesforce. Encrypt all data in transit (TLS 1.2+) and at rest. Implement strict access controls, regularly audit integration points, and ensure your iPaaS provider is also PCI compliant. Salesforce itself is PCI compliant, but your integration design needs to respect these principles.

Data FAQs

▸ What common entities are synchronized between BridgePay and Salesforce?
Commonly synchronized entities include Payment Transactions (BridgePay) mapped to a custom Payment object in Salesforce, Customer Accounts (BridgePay) mapped to Salesforce Accounts and Contacts, Orders (BridgePay) linked to Salesforce Orders or Opportunities, and Refunds/Chargebacks (BridgePay) often creating or updating Salesforce Cases for dispute management and tracking.

Operations FAQs

▸ How should I handle errors and failed transactions in BridgePay-Salesforce integrations?
Implement robust error handling within the iPaaS: log all transaction failures with unique IDs, use automated retry mechanisms with exponential backoff for transient errors, and route persistent errors to a dead-letter queue for manual investigation. Configure real-time alerts for critical failures (e.g., payment processing failures) to relevant teams, and use reconciliation processes to identify any missed or failed transactions, ensuring financial data integrity.

Finance FAQs

▸ What are the benefits of automating financial reconciliation with BridgePay and iPaaS?
Automating financial reconciliation significantly reduces manual effort, accelerates the financial close process, and drastically improves data accuracy. By using an iPaaS to compare BridgePay settlement reports with bank statements and Salesforce payment entries, discrepancies can be automatically flagged (or even resolved by AI), ensuring that all transactions are accounted for and reconciled promptly, saving considerable time and reducing financial risk.
Implementation Timeline

Go live with BridgePay + Salesforce in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both BridgePay and Salesforce, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most BridgePay + Salesforce deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Pricing

Simple, transparent pricing for BridgePay + Salesforce.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See BridgePay + Salesforce integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo