2Checkout + Salesforce
Connect 2Checkout and Salesforce to Unify Payments and CRM Data
Push transaction, subscription, and customer data from 2Checkout into Salesforce automatically, so your sales and revenue teams are always working with accurate numbers.
Why integrate 2Checkout and Salesforce?
2Checkout is a global payment and monetization platform. Salesforce is the CRM most revenue teams live in. When payment events — new orders, subscription renewals, refunds, failed charges — sync automatically into Salesforce, sales and finance get a complete, real-time picture of every customer relationship. Without that connection, someone is reconciling spreadsheets by hand, and the data is already out of date. Integrating these two platforms cuts out manual entry, closes gaps in revenue tracking, and means every dollar transacted shows up where it should in your CRM.
Automate & integrate 2Checkout & Salesforce
Use case
Automatically Create Salesforce Opportunities from 2Checkout Orders
Every time an order completes in 2Checkout, tray.ai creates a corresponding Opportunity in Salesforce with order value, product details, and customer information already filled in. No manual work, no lag. Sales managers get a current view of closed-won deals from self-serve and e-commerce channels alongside everything else in the pipeline.
Use case
Sync 2Checkout Customer Records to Salesforce Contacts and Accounts
When a new customer completes a purchase in 2Checkout, tray.ai checks whether a matching Contact or Account already exists in Salesforce and creates or updates the record accordingly. Billing details, purchase history, and geographic data flow into the CRM automatically. Your Salesforce database stays clean and current without duplicate records piling up.
Use case
Trigger Salesforce Renewal Workflows from 2Checkout Subscription Events
As subscriptions in 2Checkout approach renewal dates, get upgraded, or are cancelled, tray.ai pushes those lifecycle events into Salesforce to trigger renewal or retention workflows. Customer success teams get alerted when a high-value subscription looks at risk, and upsell tasks are created automatically when a customer upgrades. The gap between payment platform activity and CRM-driven engagement closes.
Use case
Log Failed Payments in Salesforce for Dunning and Recovery
When 2Checkout reports a failed payment or declined card, tray.ai creates a Task or Case in Salesforce and assigns it to the right account owner or collections team. The record includes the failed amount, payment method, and retry count. No failed transaction gets missed, and recovery efforts start within minutes.
Use case
Update Salesforce Account Revenue Fields from 2Checkout Transaction History
tray.ai periodically pulls transaction data from 2Checkout and updates custom revenue fields on Salesforce Account records — total lifetime value, last purchase date, average order value. Finance and sales leadership get accurate revenue metrics in the CRM without manual exports or BI tools. Account scoring improves and outreach prioritization gets easier.
Use case
Create Salesforce Leads from 2Checkout Free Trial Sign-Ups
When a prospect starts a free trial through 2Checkout, tray.ai creates a Lead in Salesforce and either enrolls them in a nurture sequence or assigns them to an inside sales rep. Lead source, trial product, and sign-up date are captured automatically. No trial conversion opportunity slips through, and sales follow-up starts immediately.
Use case
Sync Refund and Chargeback Data from 2Checkout to Salesforce
Refunds and chargebacks processed in 2Checkout are automatically reflected on the corresponding Opportunity or Account record in Salesforce, keeping revenue figures accurate and alerting account managers to potential dissatisfaction. tray.ai maps refund amounts and reasons to Salesforce custom fields directly. Revenue operations gets a clean, auditable record of every transaction adjustment.
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2Checkout & Salesforce Challenges
What challenges are there when working with 2Checkout & Salesforce and how will using Tray.ai help?
Challenge
Matching Customers Across 2Checkout and Salesforce Without Duplicates
2Checkout identifies customers by email and billing details, while Salesforce may have multiple Contacts or Accounts with slight name or email variations — enough to cause duplicate records or missed matches when syncing data between the two.
How Tray.ai Can Help:
tray.ai's data transformation and conditional logic lets you build fuzzy-matching rules that search Salesforce by email, domain, or custom external IDs before creating any new records. You configure deduplication logic that merges or updates existing records instead of spawning duplicates, so the CRM stays clean as volume grows.
Challenge
Handling Multi-Currency and International Tax Data
2Checkout processes transactions in multiple currencies with varying regional tax rates, while Salesforce Opportunities are typically managed in a base currency. Reconciling those differences without losing data or misreporting revenue is a real headache.
How Tray.ai Can Help:
tray.ai maps 2Checkout's currency and tax fields to custom Salesforce fields, preserving the original transaction currency alongside a converted base-currency value. Built-in transformation functions handle currency formatting and rounding, so revenue data lands in Salesforce accurately regardless of where the transaction originated.
Challenge
Managing High-Volume Transaction Events Without Overloading Salesforce API Limits
E-commerce and subscription businesses on 2Checkout can generate thousands of payment events per day. Processing each one individually against the Salesforce API burns through API call limits fast, which causes failed syncs and data gaps.
How Tray.ai Can Help:
tray.ai supports batching and queuing strategies that group multiple 2Checkout events and process them in bulk against the Salesforce API. Built-in retry logic handles transient API limit errors automatically, and your team gets alerted if a batch fails so no data is permanently lost.
Challenge
Keeping Subscription Status in Salesforce Accurately Reflecting 2Checkout Reality
Subscription statuses in 2Checkout — active, past due, cancelled, paused — change constantly and need to show up on the right Salesforce records quickly to support accurate forecasting, renewal management, and customer health scoring.
How Tray.ai Can Help:
tray.ai listens to 2Checkout's webhook events for every subscription status change and immediately triggers updates to the corresponding Salesforce Opportunity, Account, or custom Subscription object. You map each 2Checkout status to a Salesforce field value and chain downstream actions like creating Tasks or updating health score fields in the same workflow.
Challenge
Synchronizing Historical 2Checkout Data into a New Salesforce Implementation
When a business first connects 2Checkout to Salesforce, there's usually a large backlog of historical transaction and customer data sitting in 2Checkout that needs to migrate into Salesforce without overwriting existing records or causing import errors.
How Tray.ai Can Help:
tray.ai supports paginated bulk data pulls from the 2Checkout API, letting you process historical records in controlled batches with configurable date range filters. Upsert logic in the Salesforce connector updates existing records rather than duplicating them, and detailed run logs make it straightforward to audit and reprocess any records that hit errors during the initial migration.
Start using our pre-built 2Checkout & Salesforce templates today
Start from scratch or use one of our pre-built 2Checkout & Salesforce templates to quickly solve your most common use cases.
2Checkout & Salesforce Templates
Find pre-built 2Checkout & Salesforce solutions for common use cases
Template
New 2Checkout Order to Salesforce Opportunity
Automatically creates a Salesforce Opportunity and updates or creates the associated Contact and Account whenever an order completes in 2Checkout, mapping order value, currency, and product line to the right fields.
Steps:
- Trigger on new completed order event in 2Checkout
- Search Salesforce for an existing Contact and Account by email or company name
- Create or update the Contact and Account with customer billing details
- Create a new Closed-Won Opportunity in Salesforce linked to the Contact and Account
- Map 2Checkout order fields (amount, currency, product, order ID) to Opportunity fields
Connectors Used: 2Checkout, Salesforce
Template
2Checkout Subscription Lifecycle Events to Salesforce Workflows
Listens for subscription renewal, upgrade, downgrade, and cancellation events in 2Checkout and triggers the appropriate Salesforce workflow, updating the Opportunity stage and creating Tasks for customer success or sales teams.
Steps:
- Trigger on subscription lifecycle webhook from 2Checkout (renewal, upgrade, cancel)
- Look up the related Salesforce Opportunity and Account by subscription ID or customer email
- Update Opportunity stage or custom subscription status field based on event type
- Create a Salesforce Task assigned to the account owner for cancellations or upgrade events
- Log event details in Salesforce Activity timeline for full audit history
Connectors Used: 2Checkout, Salesforce
Template
2Checkout Failed Payment to Salesforce Task and Alert
Detects failed payment events in 2Checkout and immediately creates a recovery Task in Salesforce assigned to the account owner, including the failed amount, retry count, and customer contact details.
Steps:
- Trigger on failed payment or declined transaction webhook from 2Checkout
- Find the matching Salesforce Account and Contact by customer email
- Create a high-priority Task in Salesforce assigned to the account owner
- Populate Task description with failed amount, payment method, and retry attempts
- Optionally send an internal Slack or email notification to the account owner
Connectors Used: 2Checkout, Salesforce
Template
2Checkout Free Trial Sign-Up to Salesforce Lead
Converts every new free trial registration in 2Checkout into a Salesforce Lead with full trial context, and optionally adds the lead to a Salesforce Campaign or kicks off an email nurture sequence.
Steps:
- Trigger on new trial or free account creation event in 2Checkout
- Check Salesforce for an existing Lead or Contact with the same email address
- Create a new Lead in Salesforce if no match is found, or update the existing record
- Map trial product, sign-up date, and lead source to Salesforce Lead fields
- Add Lead to the appropriate Salesforce Campaign based on trial product or region
Connectors Used: 2Checkout, Salesforce
Template
Daily 2Checkout Revenue Sync to Salesforce Account Fields
Runs on a schedule to pull transaction totals from 2Checkout and update custom revenue fields on Salesforce Account records, keeping lifetime value, last purchase date, and monthly recurring revenue current.
Steps:
- Schedule trigger to run daily or on a defined frequency
- Query 2Checkout transaction API for completed orders within the sync window
- Group transactions by customer email or account identifier
- Look up each corresponding Salesforce Account record
- Update custom fields for lifetime value, last purchase date, and order count
Connectors Used: 2Checkout, Salesforce
Template
2Checkout Refund to Salesforce Opportunity Revenue Adjustment
Automatically updates the corresponding Salesforce Opportunity when a refund is processed in 2Checkout, adjusting the opportunity amount and logging a note with the refund reason for account managers.
Steps:
- Trigger on refund or chargeback event webhook from 2Checkout
- Identify the related Salesforce Opportunity using the 2Checkout order reference ID
- Subtract refund amount from the Opportunity's total amount or update a custom refund field
- Log a Salesforce Chatter post or Activity note with refund reason and amount
- Optionally create a follow-up Task for the account owner to investigate customer satisfaction
Connectors Used: 2Checkout, Salesforce