Integrations · CRM
Orders Sync to Accounts, Contacts, and Opportunities Automatically
Every completed purchase writes a full set of linked Salesforce records. No manual entry, no partial data, no lost deals.
What Gets Synced
Five Salesforce Objects, Fully Linked
Account, Contact, Opportunity, Contact Role, and Task — all created and linked in a single sync.
Account Record
Every order is tied to an Account. If the buyer provided a company name we use that. Otherwise we derive it from their email domain. Existing accounts are matched before creating new ones.
- ✓ Account name (company or email domain)
- ✓ Billing country, state, city
- ✓ Auto-matched to existing accounts by name
Contact Record
Buyers are created or updated as Contacts and linked to their Account. We search by email first so no duplicates are created for returning customers.
- ✓ Full name (first and last)
- ✓ Email address
- ✓ Phone number
- ✓ Mailing address
- ✓ Linked to Account
Opportunity Record
Each completed order becomes a Closed Won Opportunity linked to both the Account and Contact, so your revenue reporting reflects real transactions from the moment they happen.
- ✓ Opportunity name (Order ID + customer name)
- ✓ Amount
- ✓ Stage (Closed Won on payment)
- ✓ Close date
- ✓ Lead source (Web)
- ✓ Line item summary
- ✓ Currency
Contact Role
The buyer is set as the primary Contact Role on the Opportunity so your team can see exactly who placed the order without manual association.
- ✓ Primary contact flagged as Decision Maker
- ✓ Linked to Opportunity
Task / Activity
A completed Task is logged against the Contact and Opportunity with the full order detail so your activity timeline stays accurate.
- ✓ Subject: order reference
- ✓ Status: Completed
- ✓ Full line item breakdown
- ✓ Stripe session ID
- ✓ Linked to Contact and Opportunity
How It Works
From Checkout to Salesforce in Seconds
Client places an order
A customer completes checkout through Stripe on your storefront.
Stripe fires a webhook
Stripe sends a signed checkout.session.completed event to your Soto & Segovia portal endpoint.
Account is matched or created
We search Salesforce for an existing Account by company name. If found, we use it. If not, we create one.
Contact is matched or created
We search for a Contact by email. Existing contacts are updated. New buyers get a fresh Contact linked to the Account.
Opportunity is created
A Closed Won Opportunity is created with the order amount, date, and line items, linked to both the Account and Contact.
Task is logged
A completed Task with the full order breakdown is attached to the Contact and Opportunity for a clean activity timeline.
Requirements
What You Need
Salesforce Professional or higher
The integration uses standard Salesforce objects. Professional, Enterprise, Unlimited, and Developer editions are all supported.
Connected App credentials
A Salesforce Connected App with OAuth2 client credentials. We provide step-by-step setup instructions and can assist if needed.
Active Soto & Segovia portal account
You need an active distributor or client portal account with Stripe connected.
That's it
No custom Apex code, no third-party middleware. Our team handles the configuration against your org's standard objects.
Get Connected
Set Up Your Salesforce Integration
Fill out the form and our team will contact you within 24 business hours to complete the connection. We guide you through the Connected App setup and handle all field mapping on our end.
✓ Setup completed within 1 business day
✓ Sandbox testing available before production
✓ Custom opportunity stages and field mapping
✓ Included with all portal plans