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.

Create Invoice

Create an invoice

Create Billing Meter

Creates a billing meter

Create a Usage Record

Create a usage record for metered billing

Create A Refund

Create a refund

Create a Payment Intent

Create a payment intent

Create a Customer

Create a customer

Cancel Or Reverse A Payout

Cancel a pending payout or reverse a paid payout

Capture a Payment Intent

Capture the funds of an existing uncaptured payment intent

Confirm A Payment Intent

Confirm that your customer intends to pay with current or provided payment method

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.

Similar integrations

About

Stripe

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

Similar integrations

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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.