Recurly & Salesforce Integration

Simplify your subscription management and offer a seamless customer experience with Recurly integration with Salesforce. Start accepting recurring payments today!

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Recurly & Salesforce Integration

Recurly Overview

Recurly is a trusted subscription management platform designed to help businesses launch, scale, and optimize recurring revenue models. It simplifies complex billing operations with flexible payment options, automated dunning and collections, and real-time analytics. From startups to global enterprises, Recurly supports millions of subscriptions worldwide, offering the tools needed to reduce churn, maximize lifetime value, and adapt to fast-changing market needs.

Recurly Overview

Benefits of Recurly Salesforce Integration

Simplify subscriptions & get happy customers with Salesforce & Recurly's seamless billing & personalized service.

Schedule and Automate Recurring Billing

Automated Retry and Collection Workflows

Real-Time Email Notifications

Why Integrate Salesforce & Recurly?

Recurly Salesforce integration gives your business a real-time comprehensive center for lifecycle & subscription management and customer engagement, all without switching systems.

Flexible Payment Capabilities

Flexible Payment Capabilities

  • Allow customers pay instantly, on a schedule, or via recurring billing using card or bank methods.
  • Payment links support both one-time and scheduled options, enabling a more seamless, personalized checkout experience inside your CRM.

Real-Time Transaction Visibility

  • Automatically sync payment statuses, success, failure, or retries, into Salesforce, so teams always act on current financial data.
  • Reduce manual effort and avoid outdated records with real-time updates across subscription, opportunity, and account views.
Real-Time Transaction Visibility
Smarter Payment Recovery & Refunds

Smarter Payment Recovery & Refunds

  • Automate failed payment retries to recover lost revenue without manual intervention or customer friction.
  • Manage and initiate refunds directly within Salesforce, streamlining support workflows and improving resolution times.

Start Streamlining Payments Inside Salesforce

Recurly and Salesforce work better together; automating your billing and giving your team full visibility into customer activity. Have questions? Connect with our experts today!

How can ChargeOn help?

Your Trusted Partner for Seamless Payment Gateway Integration.

ChargeOn is a fully native AppExchange application designed to integrate Salesforce CRM with your payment gateway seamlessly. This powerful application enhances business operations by providing compatibility with Salesforce payment processing and easy payment flow.

Automated Payment Collection

Monitor due payments, track failed transactions, and automatically send payment links to customers, reducing payment delays.

Multi-Gateway & Multi-Currency Compatibility

Connect with 14+ popular payment gateways and accept payments in multiple currencies, enabling smooth transactions across international markets.

Tokenized and Secure Payment Handling

ChargeOn uses tokenization to store card details securely, reducing PCI scope and protecting customer data across all transactions.

360° Payment Intelligence in Salesforce

Track transactions, failed payments, and pending collections with native reports and dashboards, empowering teams with real-time visibility and actionable insights.

Automated Payment Collection

Automated Payment Collection

Monitor due payments, track failed transactions, and automatically send payment links to customers, reducing payment delays.

Schedule A Demo

Multi-Gateway & Multi-Currency Compatibility

Multi-Gateway & Multi-Currency Compatibility

Connect with 14+ popular payment gateways and accept payments in multiple currencies, enabling smooth transactions across international markets.

Schedule A Demo

Tokenized and Secure Payment Handling

Tokenized and Secure Payment Handling

ChargeOn uses tokenization to store card details securely, reducing PCI scope and protecting customer data across all transactions.

Schedule A Demo

360° Payment Intelligence in Salesforce

360° Payment Intelligence in Salesforce

Track transactions, failed payments, and pending collections with native reports and dashboards, empowering teams with real-time visibility and actionable insights.

Schedule A Demo

How ChargeOn Works?

How ChargeOn Works
Best Practices for Recurly and Salesforce Integration

Recurly Salesforce Integration not only centralizes your subscription management; it also helps with revenue operations and customer engagement. But to make the most of this integration, it’s essential to plan it right from the start. Below are best practices to guide a smooth and future-ready implementation.

Best Practices for Recurly and Salesforce Integration

Recurly Salesforce Integration not only centralizes your subscription management; it also helps with revenue operations and customer engagement. But to make the most of this integration, it’s essential to plan it right from the start. Below are best practices to guide a smooth and future-ready implementation.

Start Your Integration Today

Design a Subscription-First Data Model

Map Recurly’s plans, subscriptions, and invoices to structured Salesforce objects to enable clean reporting, automation, and future extensibility.

Sync More Than Just Payments

Push subscription events like trials, pauses, upgrades, and cancellations into Salesforce for complete lifecycle visibility and smarter engagement triggers.

Enable Bi-Directional Sync Logic

Plan for actions in Salesforce like upgrades or discounts to push back into Recurly as your use cases mature or scale.

Align Automation With Subscription States

Ensure Salesforce journeys, alerts, and renewals respond accurately to live subscription changes to avoid misfires and missed revenue.

Secure Customer & Revenue Data Flow

Protect sensitive data such as stored card tokens or billing details using Recurly’s PCI-compliant infrastructure and enforce access roles inside Salesforce to prevent internal misuse.

Align Experts For Successful Integration

Make sure you have a Salesforce Integration expert or Recurly Specialist onboarded who can take care of automation, visibility, and shared subscription insights for you.

Start Your Integration Today

Explore Our Payment Gateways

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Frequently Asked Questions

Recurly Salesforce Integration simplifies subscription billing by minimizing the gap between your Salesforce CRM and Recurly management platform. Recurly integration with Salesforce facilitates automation in workflows which eliminates manual work and errors across teams. Additionally, real-time data synchronization ensures both platforms always reflect the updated customer and subscription information.

To integrate Recurly with Salesforce using ChargeOn, you’ll need the following prerequisites in place:

  • Active Recurly Account: Ensure you have a valid Recurly account with API access enabled for integration.
  • Salesforce Admin Access: Admin-level permissions in Salesforce are required to install the ChargeOn app and configure related settings.
  • ChargeOn Installation: Install the ChargeOn app from Salesforce AppExchange and verify compatibility with your Salesforce edition.
  • API Credentials: Generate Recurly API keys and securely configure them within ChargeOn to enable real-time communication between systems.
  • Data Mapping Strategy: Define how Recurly subscription and payment data will be mapped to Salesforce objects for accurate sync and workflow automation.

Absolutely. When a customer makes a payment or updates their subscription, the changes are automatically reflected in Salesforce. This real-time sync helps teams track renewals, identify failed payments, and personalize communication based on accurate, live subscription data.