Razorpay and Salesforce Integration
Deliver seamless payment experiences inside Salesforce, schedule Razorpay transactions, reduce friction, and personalize customer touchpoints in real time.
What is Razorpay?
Razorpay is a popular and trusted payment gateway solution in India, designed to simplify how businesses accept, process, and disburse payments online. Supporting both card and bank payments, Razorpay offers a secure, fast, and developer-friendly API integration that fits businesses of all sizes. With advanced features like payment link generation, automated payouts, and multi-layered security, it has become the go-to choice for eCommerce and SaaS companies.
Razorpay Salesforce Integration
Seamlessly integrate Razorpay with Salesforce for real-time transaction visibility, and convert every payment touchpoint into a growth opportunity.
Scheduled Payments with Smart Notifications
Secure, Global Transactions Made Easy
Use tokenization to securely process sensitive payment data
Why Integrate Razorpay and Salesforce?
Enhance your payment ecosystem by connecting Razorpay and Salesforce, enabling automation, accuracy, and real-time financial visibility.
Efficient Payment Management
- Gain real-time visibility into payment confirmation right from Salesforce. No more switching tabs or exporting files. Your sales, support and finance teams stay aligned automatically.
- Automate the sync of transactional data from RazorPay to Salesforce, eliminating error-prone manual updates and giving your team back hours of productivity.
- Enable direct payments inside Salesforce records, such as Opportunities or Orders, reducing friction in the payment process and accelerating deal closures.
Utilizes Payment Insights
- Leverage Razorpay payment data within Salesforce to segment customers, trigger dynamic campaigns, and offer contextual incentives based on purchase behavior.
- Foster more personalized interactions by leveraging real-time insights into customer purchasing behavior obtained from Razorpay and Salesforce data.
Optimize Business Process
- Surface at-risk accounts by analyzing payment patterns, delays, and refund activity to proactively support retention efforts.
- Empower leadership with unified dashboards that merge Razorpay and Salesforce data, fueling strategic decisions across sales, finance, and customer success.
Ready to Simplify Payments and Accelerate Growth?
Connect Razorpay with Salesforce to streamline your payment workflows, reduce manual effort, and enhance customer satisfaction. Submit your details and let our experts show you how ChargeOn can transform your business operations.
How can ChargeOn help?
Your Trusted Partner for Seamless Payment Gateway Integration.
ChargeOn is a 100% native Salesforce AppExchange application that streamlines payment processing, automates collections, and securely manages transactions, all within Salesforce. It empowers businesses with tokenization, multi-currency support, and seamless payment experiences tailored to their operations.
Streamline Payment Process
Offers an uninterrupted way to accept payments directly into the Salesforce ecosystem through a smooth checkout experience.
Enhanced Customer Experience
Utilize payment data and behavior analysis to deliver personalized offerings that enhance customer experience.
Supports Multi-Currency Feature
Accepts global currencies seamlessly offering businesses compatibility with different currencies, making it an ideal choice.
Secure Customer Sensitive Data
Keep the confidential information through tokenization allowing businesses to accept payments without compromising the PCI compliance.
Streamline Payment Process
Offers an uninterrupted way to accept payments directly into the Salesforce ecosystem through a smooth checkout experience.
Enhanced Customer Experience
Utilize payment data and behavior analysis to deliver personalized offerings that enhance customer experience.
Supports Multi-Currency Feature
Accepts global currencies seamlessly offering businesses compatibility with different currencies, making it an ideal choice.
Secure Customer Sensitive Data
Keep the confidential information through tokenization allowing businesses to accept payments without compromising the PCI compliance.
How ChargeOn Works?
Implementing Razorpay with Salesforce requires thoughtful planning to ensure security, accuracy, and maximum business impact. Here are key best practices to guide your integration:
Best Practices for Razorpay Salesforce Integration
Implementing Razorpay with Salesforce requires thoughtful planning to ensure security, accuracy, and maximum business impact. Here are key best practices to guide your integration:
Start Your Integration Today!Clearly Define Your Goals
Identify specific outcomes, whether it’s improving customer visibility, or reducing payment failures.
Choose the Right Integration Tool
Select from native connectors, custom APIs, or third-party solutions based on your technical capacity, scalability needs, and long-term goals.
Carefully Maps Data Fields
Ensure all Razorpay transaction data is correctly aligned with Salesforce objects like Opportunities, Orders, or Invoices to maintain consistency.
Prioritize Data Security
Implement tokenization and encrypted data flows to protect sensitive customer information and meet PCI DSS standards.
Maintain Data Cleanliness
Establish regular data validation and cleansing routines to avoid duplication, sync errors, and reporting inconsistencies.
Take Professional Assistance
Work with certified Salesforce and Razorpay professionals to ensure smooth setup, troubleshooting, and future-proof configurations.
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Frequently Asked Questions
You will need your RazorPay API keys, access to Salesforce org, and clarity on which objects you want to link your payment workflows to. It helps with outlining business logic, roles, and automation needs before setup begins.
Security is one of the core parts of an integration. Our ChargeOn team utilizes encrypted APIs, tokenized payment data and role-based access controls within Salesforce to shield your ecosystem from unauthorized access. We also follow PCI DSS compliance standards, ensuring that sensitive customer and payment information is always protected during transmission and storage.
Yes, the integration is built to support diverse business models. It allows you to accept multiple currencies and a variety of payment methods, including UPI, cards, net banking, and wallets. This ensures a seamless payment experience for both local and international customers.
Start by getting your Razorpay API keys, it’s the first thing you’ll need to connect both platforms securely. Then, install a solution like ChargeOn into your Salesforce org. After that, map your Razorpay fields within ChargeOn settings and add Razorpay’s remote site URL to Salesforce to allow communication between the systems. Once you verify your credentials and test the setup, you’re all set to go live and start managing payments directly inside Salesforce.
Let’s Take the Complexity Out of Salesforce Payments
Drop your details and we’ll show you how ChargeOn can streamline your entire payment flow - right where you work.
Make Payments The Easy Way
Integrate your payment gateway today and start accepting payments across the globe.
Make Every Transaction Count!
Secure, seamless, and automated payments—right inside Salesforce.
Discover More. Request A Demo Today.
Explore Salesforce and payment gateway integration capabilities.Discover ChargeOn's impact on your transactions system.
Learn to maximize the team’s potential with use cases.
Take Control of Your Payments!
Say goodbye to payment headaches—integrate ChargeOn and experience seamless transactions.
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