Salesforce

Stripe

Salesforce Payment Setup

Streamline your payment processes by automatically creating Stripe customers from new Salesforce records. This integration eliminates manual entry, ensuring accurate data transfer and allowing your team to focus on building relationships, enhancing customer satisfaction, and driving revenue growth effortlessly.

When this happens...

New Record

New event when a record of the selected object type is created.

automatically do this!

Create a Customer

Create a customer

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Explore Triggers and Actions

New Updated Record

New event when a record of the selected type is updated.

New Record

New event when a record of the selected object type is created.

New Outbound Message

New event when a new outbound message is received in Salesforce.

New Deleted Record

New event when a record of the selected object type is deleted.

Retrieve a Payout

Retrieves the details of an existing payout

Retrieve a Customer

Retrieves the details of an existing customer

Retrieve a Checkout Session

Retrieve customer's session as they pay for purchases or subscriptions

List Payment Intents

Retrieves a list of payment intents that were previously created

List Payouts

Find or list payouts

List Refunds

Find or list refunds

List Invoices

Find or list invoices

List Customers

Find or list customers

List Balance History

List all balance transactions

About the apps

Learn more about

Salesforce

and

Stripe

, and how they work together to automate your workflows.

About

Salesforce

Salesforce is the world's #1 CRM platform helping businesses connect with customers through cloud-based solutions to drive revenue growth.

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About

Stripe

Stripe is a financial infrastructure platform powering online and in-person payments with robust APIs and global processing capabilities.

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Why

Salesforce

+

Stripe

= Perfect Match

When new records are created in Salesforce, a customer profile is automatically generated in Stripe, streamlining your payment setup process. This seamless integration eliminates manual data entry, reduces the risk of errors, and ensures that your financial and customer data are always in sync. The result is faster transaction processing, improved cash flow management, and enhanced customer experiences with effortless payment setups.