Stripe & Salesforce Integration

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Stripe & Salesforce Integration

Stripe Overview

Stripe is a leading global online payment platform, offering secure and flexible payment processing for businesses. It simplifies integration with its user-friendly interface and supports various payment methods and currencies. With robust security features, Stripe is a popular choice for businesses of all sizes.

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Stripe and Salesforce Integration

Simplify and Secure Customer Payments with Salesforce Stripe Integration. Experience seamless transactions, gain purchase history insights, and boost conversions with integrated advertising and smarter checkout experiences.

Benefits Of Stripe and Salesforce Integration

Automated Email Notifications & Secure Payments

Multi-Currency Support for Global Reach

Smart Scheduling & Payment Links

Why Integrate Salesforce and Stripe?

Having your Stripe account integrated with Salesforce can have a number of benefits for your business. Get the most out of your business by integrating Stripe with Salesforce.

Effortless Payment Management

Effortless Payment Management

  • Accept payments directly within Salesforce, eliminating manual errors and data entry hassles.
  • Close deals faster with instant payment authorization, keeping your revenue pipeline flowing smoothly.

Enhanced Customer Experience

  • Build individualised interactions based on real-time insights into customer purchasing behaviour using Stripe data.
  • Streamline customer support by connecting payment inquiries with relevant Salesforce records.
Enhanced Customer Experience
Optimized Business Processes

Optimized Business Processes

  • Reduce operating expenses and increase efficiency by automating order fulfilment based on Stripe transactions.
  • Analyzing integrated data from both platforms allows you to gain important business intelligence and facilitates data-driven decision-making.

One Integration. Endless Possibilities.

Take the complexity out of payments by Stripe and Salesforce integration. Whether it’s sending real-time payment links, or gaining deeper customer insights—this integration does more than connect systems. Drop us a query, and we’ll help you get started.

How can ChargeOn help?

Your Trusted Partner for Seamless Payment Gateway Integration.

ChargeOn is a 100% native AppExchange application that connects Salesforce CRM with your preferred payment gateway, securely, efficiently, and without custom code. It empowers businesses to simplify online transactions, enhance customer experience, and gain better control over payment workflows within Salesforce.

Streamline payments:

Deliver a smooth checkout experience by enabling direct payment acceptance within Salesforce invoices and records.

Gain customer insights:

Access a centralized view of customer transactions and payment behavior to personalize interactions and improve satisfaction.

Make data-driven decisions:

Combine financial and CRM data into unified reports and dashboards to support faster, more informed business decisions.

Ongoing support:

Benefit from ongoing support and maintenance to keep your integration running smoothly as your business evolves.

Streamline payments

Streamline payments

Deliver a smooth checkout experience by enabling direct payment acceptance within Salesforce invoices and records.

Schedule A Demo

Gain customer insights

Gain customer insights

Access a centralized view of customer transactions and payment behavior to personalize interactions and improve satisfaction.

Schedule A Demo

Make data-driven decisions

Make data-driven decisions

Combine financial and CRM data into unified reports and dashboards to support faster, more informed business decisions.

Schedule A Demo

Ongoing support

Ongoing support

Benefit from ongoing support and maintenance to keep your integration running smoothly as your business evolves.

Schedule A Demo

How ChargeOn Works?

How ChargeOn Works
Best practices for Stripe and Salesforce integration

Stripe integration with Salesforce can truly transform how your business handles payments and customer relationships. But like any powerful integration, it works best when it’s done through the right approach. Here are some best practices that can help you avoid any issues later and make sure everything runs smoothly from day one.

Best practices for Stripe and Salesforce integration

Stripe integration with Salesforce can truly transform how your business handles payments and customer relationships. But like any powerful integration, it works best when it’s done through the right approach. Here are some best practices that can help you avoid any issues later and make sure everything runs smoothly from day one.

Start Your Integration Journey Today

Define Your Goals

Identify the specific challenges you aim to address through the payment gateway integration.

Choose the Right Approach

Select a pre-built payment processing connector, a custom API integration, or a third-party tool like ChargeOn based on your technical expertise and budget.

Prioritize Data Security

Implement robust security measures to protect sensitive customer and financial data during transfer and storage.

Automate Data Synchronization

Establish real-time or scheduled data updates to maintain consistent information across both platforms.

Maintain Data Cleanliness

Implement regular data cleansing procedures to prevent errors and ensure accurate reporting.

Seek Professional Guidance

If you lack the technical know-how, consider engaging experienced developers or consultants for assistance.

Start Your Integration Journey Today

Explore Our Payment Gateways

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Frequently Asked Questions

Stripe Salesforce integration connects Stripe’s payment processing capabilities with Salesforce CRM to create a unified platform for managing transactions, customer data, and revenue operations. Depending on your Salesforce setup, the integration supports various use cases such as:

  • Processing payments directly through the Salesforce Platform.
  • Managing subscriptions using Salesforce CPQ.
  • Customer insights
  • Automating invoicing and collections with Salesforce Billing.

Integrating Stripe with Salesforce unifies both customer and payment processing data which eliminates the need to switch between systems. It also helps with payment collection and customer record updates which saves time and reduces errors.

Businesses get real-time insights into customer behavior and transaction history which leads to more informed decision making. For customers, the integration delivers a seamless and secure payment experience within the Salesforce environment, improving satisfaction among them.

Both Salesforce and Stripe prioritise their security, creating a secure environment for payment data. Both of them adhere to strong security standards like PCI-DSS and encryption for data protection. The connection itself is built securely. However, one must keep in mind that security is an ongoing effort. In Salesforce, you must assign appropriate permissions to keep both platforms updated. Additionally, maintain strong internal controls to prevent unauthorized access.

Yes, you can customize the stripe integration with Salesforce to fit your business requirements. Stripe offers many pre-built connectors to provide a foundation for functionalities like billing or quoting. You can hire a developer who can also easily code for advanced requirements, while with Salesforce Flows, you can rest assured that non-developers can also build basic customization. This lets you automate workflows, map data fields, and customize the payment experience within Salesforce.

Yes, stripe and salesforce integration supports multiple currencies and payment methods. Stripe itself inherently supports more than 135 native currencies to process payments, so you can present prices internationally and avoid conversion fees for your customers. Additionally, Stripe offers a vast array of payment methods including credit cards, digital wallets like Apple Pay and Google Pay, local options, and ACH bank transfers.