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

Emit new event when a record of the selected object type is created. See the documentation

automatically do this!

Create a Customer

Create a customer

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Explore Triggers and Actions

New Updated Record

Emit new event when a record of the selected type is updated. See the documentation

New Record

Emit new event when a record of the selected object type is created. See the documentation

New Outbound Message

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

New Deleted Record

Emit new event when a record of the selected object type is deleted. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

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.