Integrate Salesforce with Stripe to automate your work
How Zapier works
Zapier makes it easy to integrate Salesforce with Stripe - no code necessary. See how you can get setup in minutes.
Select a trigger from Salesforce
Setup an action from Stripe
That’s it! You just connected Salesforce to Stripe
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Frequently Asked Questions about Salesforce + Stripe integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Stripe
How do I connect Salesforce with Stripe?
To connect Salesforce with Stripe, you can use our automation platform as a bridge. You’ll need to create a Zap that triggers on an event in Salesforce, like a new lead or opportunity, and sets an action in Stripe, such as creating a customer or adding them to a subscription. First, ensure both your Salesforce and Stripe accounts are connected under 'My Apps.'
What types of triggers can I use for the integration?
We support various triggers from Salesforce that can initiate actions in Stripe. Common triggers include new leads, updated opportunities, or status changes within your CRM. These events can automatically start processes like creating customers or processing payments in Stripe.
Can I automate payment processing between Salesforce and Stripe?
Yes, you can automate payment processing by setting up a trigger in Salesforce when an opportunity is marked as closed-won. This can automatically create a corresponding charge in Stripe.
Is it possible to update customer information simultaneously in both platforms?
Absolutely! When you update customer details in Salesforce, you can trigger an action to update the same information concurrently in Stripe using our system. This keeps data consistent across both platforms.
What actions are available for me to use within the integration?
Within the integration, we offer actions such as creating charges, adding customers to subscriptions, updating customer details, and managing invoices or refunds. These actions help streamline processes and reduce manual data entry.
Do I need any coding skills to set up the integration between these apps?
No coding skills are required! Our platform is designed for users without technical expertise. You simply need to create Zaps by selecting pre-defined triggers and actions through our user-friendly interface.
How secure is the data transfer between Salesforce and Stripe via your platform?
We prioritize security by employing encryption throughout data transfers between Salesforce and Stripe. Our platform adheres to industry-standard security protocols ensuring all interactions are safe and compliant with data protection regulations.
Connect Salesforce and Stripe to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Connect Salesforce and Stripe to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
