Stripe Integration with Revamp CRM  

With Stripe’s Revamp CRM integration, you can automatically create and/or update Revamp CRM

records as Payments are added through Stripe. Keep your team informed, collaborate better and run workflows

Try it for free

Stripe Integration Details

Moving new customers between your payment processing tool and CRM is easy with this Zapier integration. Once set up, Stripe customers are added to Revamp CRM as new person. Your apps will have up-to-date customer lists, allowing you to focus on other things–like growing your sales!

How Stripe Integration works, when a new customer is created

You can configure Zapier to:

  1. Create a Contact in Revamp CRM with a tag ‘Stripe’
    1. You can optionally create a dynamic segment for all contacts with ‘Stripe’ tag
    2. Furthermore, automation can run on this segment to create a follow-up task.
  2. Create a Deal, based on your business model. As a result, each new customer could be treated as a deal.
  3. Create a Task and assign to the team member of your choice. Therefore, you can do your further follow-up.

How Stripe Integration works, when a new Charge is created

You can configure Zapier to:

  1. Create a Deal, based on your business model. As a result, each new customer could be treated as a deal.
  2. Create a Task and assign to the team member of your choice. Therefore, you can do your further follow-up.

What You Need

  • Stripe account
  • Revamp CRM account

About Stripe

  • Stripe is a cloud payment platform designed to help you accept and manage online transactions. It gives you an end-to-end solution with features to process online payments, making it ideal for e-commerce or web-based businesses. At its core is a robust payments engine that streamlines the movement of money in your business while connecting with applications that enable you to prevent frauds, manage revenue, and drive global business growth.

About Revamp CRM

  • Revamp CRM is a full featured CRM for businesses of all sizes. You can track Activities, Deals and Orders. In addition, you can Manage, Segment and Email your Customers. After that, you create workflows and do much more.

What is next for Stripe Integration

  1. Go to Zapier and explore all possible integrations here.
  2. Check over 80 Apps that connects to Revamp CRM here.