AppiWorks is an iPaaS/aPaaS platform designed to connect various applications, perform actions, and automate process flows. It provides a comprehensive solution for building automation tailored to your business needs by integrating essential applications.

Stripe AppiWorks for Zoho CRM is an extension of Zoho CRM that integrates AppiWorks' powerful platform with Stripe, enabling seamless automation and enhanced functionality directly within Zoho CRM.

Need

Stripe is a robust, adaptable payment processing platform built to easily manage online and in-app transactions for businesses of any size.

Zoho CRM is a comprehensive customer relationship management platform that supports businesses in managing sales, marketing, and customer support activities. It includes a wide range of tools, such as lead and contact management, sales automation, analytics, and reporting, enabling organizations to gain insights into customer behavior, optimize sales processes, and enhance engagement. With customizable modules and extensive integration options, Zoho CRM is well-suited for businesses of all sizes aiming to improve their customer relationship management.

Integrating Stripe with Zoho CRM can greatly boost business efficiency by leveraging the strengths of both platforms. This integration allows for seamless data synchronization, ensuring that customer information, project details, and other vital data are consistently up-to-date. By combining Stripe's flexible payment capabilities with Zoho CRM's robust customer management features, businesses can improve data organization, enhance team collaboration, and streamline workflows. This integration is particularly valuable for teams managing complex projects and customer interactions, leading to higher productivity and more informed decision-making.

Solution

The Stripe AppiWorks for Zoho CRM extension brings AppiWorks’ intelligent integration and hyper-automation capabilities to Zoho CRM, enabling seamless connection, integration, and automation of workflows with Stripe directly within the Zoho CRM dashboard. By integrating Zoho CRM with Stripe, this extension allows users to export data from Zoho CRM to Stripe, import data from Stripe to Zoho CRM, and display relevant Stripe data within Zoho CRM modules.

Key Features:

- Send Payment Links: Easily send single or bulk payment links from invoices.

- Pre-Defined Payment Services: Supports pre-defined services for sending payment links, with each Stripe payment link stored within the corresponding invoice in Zoho CRM.

- Automated Data Export: Exports data to Stripe automatically upon creating or editing a record in Zoho CRM.

- On-Demand Bulk Data Export: Allows on-demand export of selected bulk data from Zoho CRM to Stripe.

- Data Import from Stripe: Users can import data from Stripe directly into Zoho CRM.

- Data Preview for Accuracy: Provides control to preview records before import to ensure data accuracy.

- Scheduled and Incremental Import: Supports scheduled, incremental imports to keep data consistently up-to-date.

- Stripe Data Widget in Zoho CRM: Enables users to view Stripe data within Zoho CRM modules, creating a tailored view of information.

This extension empowers users to manage Stripe transactions and data efficiently within Zoho CRM, enhancing data accuracy, workflow automation, and accessibility.

Benefit

Stripe AppiWorks for Zoho CRM offers seamless, no-code integration and automation for all Zoho CRM users, streamlining their connection with Stripe. As an in-CRM extension, Stripe AppiWorks eliminates the need to switch between applications, allowing users to manage integration and automation directly within Zoho CRM. This reduces manual effort and minimizes the potential for human error in orchestrating integrations and automation.

The extension supports bulk operations like exporting, importing, and viewing Stripe records within Zoho CRM. It provides a clear visual progress tracker with detailed status updates for each operation. With guided, step-by-step service configuration and automatic field mapping, setting up complex integrations becomes significantly easier and faster.