Connect and automate Worldline
Your no-code integration tool to merge Worldline with Salesforce.
With integraid, you integrate Worldline directly into Salesforce—for secure, automated payment handling without manual steps:
Accept card payments (Visa, Mastercard, etc.) directly in CRM
Auto-sync payment status, settlements, and refunds
Trigger payments from Salesforce—for invoices and subscriptions
PCI-compliant processing—sensitive data stays with Worldline
Worldline
Worldline is a global PayTech and payment service provider that helps businesses accept payments online, in-store, and in apps — from card payments and digital wallets to account-to-account and alternative payment methods. It serves merchants, financial institutions, and public sector organizations with solutions across the entire payment value chain. With acquiring, payment gateways, payment orchestration, terminals, and value-added services like fraud prevention and loyalty, Worldline supports local and cross-border commerce and enables companies to manage payments securely and at scale. And with integraid, you can connect Worldline with Salesforce — without writing any code.
Zur Anbieter-WebseiteUse Cases:
-
Sync Worldline Transactions & Settlements into Salesforce
Whenever a payment is authorised, captured, refunded, or charged back via Worldline, integraid can create or update corresponding records in Salesforce — for example custom “Payment” objects, Orders, or Opportunities. This gives sales, finance, and support a shared, real-time view of payment status directly in CRM.
-
Connect Worldline Checkout with Salesforce Customers & Orders
Use Worldline for online and in-store checkout while Salesforce remains your central system for customers and pipeline. integraid links Worldline transactions to the right Accounts, Contacts, and Orders in Salesforce, closing the loop between commerce, sales, and service.
-
Automate Dunning, Refunds & Service Workflows from Salesforce
When a Worldline payment fails, a dispute is opened, or a refund is processed, integraid can trigger workflows in Salesforce — such as creating follow-up tasks, updating subscription or entitlement fields, or opening Cases. Your collections and customer care processes become transparent and easier to manage.
-
Build Revenue & Payment Analytics in Salesforce Dashboards
Bring key Worldline metrics (volumes, payment methods, decline rates, chargebacks) into Salesforce and combine them with pipeline and customer data. integraid keeps these figures synchronized so you can analyze revenue, conversion, and risk by channel, region, and customer segment directly in Salesforce reports.
Here is what you get
Why choose Integraid?
Integraid supports you by seamlessly connecting your apps to Salesforce, automating workflows without coding, enabling independent integration management, and offering clear guidance through easy-to-follow tutorials.
easy setup
done in minutes
Setting up your desired application's API takes minutes instead of weeks. Our intuitive interface, combined with clear, step-by-step video tutorials on YouTube, empowers you to manage integrations on your own.
seamless connection
no obstacles
Streamline your workflows effortlessly as your tools and systems integrate smoothly within Salesforce. Say goodbye to manual processes and enjoy an optimized, efficient experience for your team.
your safeguard
securing your data
Rely on Salesforce’s built-in safeguards and SSL encryption from the third-party API of your choice to ensure your data remains secure at all times.
flexible compatibility
covering 98%
Easily connect with 98% of third-party APIs, whether it's a basic marketing tool or a sophisticated ERP system. Customizable to fit your requirements.