Tarification

Sync your Payhere data into your CRM, automatically

Swiftask connects Payhere to your CRM. Every confirmed payment automatically updates your customer records. Zero data entry, 100% reliability.

Resultat:

Save valuable time on administrative work and boost your commercial data reliability.

Manual Payhere data entry slows down your growth

Copying payment information from Payhere to your CRM by hand is a waste of time. It leads to errors, duplicates, and delays that cloud your customer vision.

Les principaux impacts négatifs :

Frequent entry errors: Human input causes typos in amounts or IDs, corrupting your financial reporting.
Outdated CRM records: The delay between payment and update prevents sales teams from seeing the true account status.
Productivity loss: Your team spends hours on low-value tasks instead of focusing on customer relationships.

Swiftask automates the flow between Payhere and your CRM. When a payment is confirmed, Swiftask instantly enriches your CRM with transaction data.

AVANT / APRÈS

Ce qui change avec Swiftask

Manual Management

A customer pays via Payhere. You must check the dashboard, copy the amount, open the CRM, find the customer, and update the field manually. High risk of oversight.

Swiftask Automation

As soon as Payhere confirms the transaction, Swiftask detects the event, identifies the customer in your CRM, and updates the contract status or purchase history instantly.

Integrate Payhere with your CRM in 4 steps

ÉTAPE 1 : Define your Swiftask agent

Create an agent dedicated to payment synchronization in the intuitive Swiftask interface.

ÉTAPE 2 : Connect your accounts

Link Payhere and your CRM (Salesforce, HubSpot, etc.) to your agent via our secure connectors.

ÉTAPE 3 : Set up mapping

Choose which Payhere data points should populate which CRM fields.

ÉTAPE 4 : Launch automation

Activate the flow. Every new transaction triggers an immediate, effortless update.

Payhere synchronization features

The agent analyzes the transaction type, payment status, and metadata to update the correct CRM entities.

Connecteur cible : L'agent exécute les bonnes actions dans payhere selon le contexte de l'événement.
Actions automatisées : Create or update contacts, add opportunity lines, mark invoices as paid, trigger automated emails after payment.
Gouvernance native : All syncs are logged in Swiftask for full financial auditability.

Chaque action est contextualisée et exécutée automatiquement au bon moment.

Chaque agent Swiftask utilise une identité dédiée (ex. agent-payhere@swiftask.ai ). Vous gardez une visibilité complète sur chaque action et chaque message envoyé.

À retenir : L'agent automatise les décisions répétitives et laisse à vos équipes les actions à forte valeur.

Why automate with Swiftask

1. Total reliability

Eliminate human error with direct system-to-system synchronization.

2. Real-time accuracy

Your CRM reflects the real state of your business without any latency.

3. Increased productivity

Free your team from repetitive tasks to focus on closing deals.

4. 360° visibility

Centralize all financial info in your CRM to drive better decisions.

5. Scalability

Handle thousands of transactions without increasing your administrative burden.

Security and compliance

Swiftask applique des standards de sécurité enterprise pour vos automatisations payhere.

Data Protection: Data travels through encrypted streams between Payhere and your CRM.
Access control: You manage agent access permissions within your Swiftask workspace.
Compliance: Full audit trail of every update performed in your CRM.
Independence: Flexible architecture that adapts to any CRM without vendor lock-in.

Pour aller plus loin sur la conformité, consultez la page gouvernance Swiftask et ses détails d'architecture de sécurité.

RÉSULTATS

Impact on your operations

Métrique	Avant	Après
Update time	Several minutes per transaction	Instant (milliseconds)
Entry error rate	10-15%	0%
CRM update frequency	Deferred (daily/weekly)	Real-time
Operational cost	High (human time)	Negligible (automation)

Passez à l'action avec payhere

Save valuable time on administrative work and boost your commercial data reliability.