Pricing

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.

Result:

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.

Main negative impacts:

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Outdated CRM records: The delay between payment and update prevents sales teams from seeing the true account status.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.

BEFORE / AFTER

What changes with 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

STEP 1 : Define your Swiftask agent

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

STEP 2 : Connect your accounts

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

STEP 3 : Set up mapping

Choose which Payhere data points should populate which CRM fields.

STEP 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.

Target connector: The agent performs the right actions in payhere based on event context.
Automated actions: Create or update contacts, add opportunity lines, mark invoices as paid, trigger automated emails after payment.
Native governance: All syncs are logged in Swiftask for full financial auditability.

Each action is contextualized and executed automatically at the right time.

Each Swiftask agent uses a dedicated identity (e.g. agent-payhere@swiftask.ai ). You keep full visibility on every action and every sent message.

Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.

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 applies enterprise-grade security standards for your payhere automations.

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.

To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.

RESULTS

Impact on your operations

Metric	Before	After
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)

Take action with payhere

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