How to integrate stripe account to your crm

This guide provides instructions on how to integrate your Stripe account with your CRM.

If you do not already have a Stripe account, please use the link below to create one:

https://dashboard.stripe.com/register

1. Click "Invoices"

Click

2. Click "Integrations New"

Click

3. Navigate to  "Stripe"

Select Stripe from the list of integration options.

Navigate to 

4. Click "Connect with Stripe"

Click on the Connect with Stripe button to proceed with the integration.

When you are prepared to receive actual transactions from clients, employ the "live" mode in Stripe. For testing novel items, utilize the "test" mode to avoid unwittingly charging yourself.

Click

5. Input All the Data needed

Fill in the required details in the form

Input All the Data needed

6. Switch toggle on

Enabling this toggle will permit the use of Apple Pay and Google Pay as payment options through Stripe on both 1-step and 2-step order forms, as well as on one-click upsells. However, this modification is only applicable to version 2 of the funnels for 1-step and 2-step order forms. If you are currently using version 1, upgrading to version 2 is necessary.

Please note that this change will not affect the capturing of transactions and orders submitted, and all payments made through Apple Pay or Google Pay will remain visible in the Orders and Transactions table.
Switch toggle on

7. Click "Disconnect"

If you ever need to remove your stripe account to your CRM, Click on "Disconnect" button

Click
Did this answer your question?
😞
😐
😁