Connect Stripe With CRM

Estimated Time of Completion: 2 hours

If you’re using Stripe and a CRM such as Infusionsoft, Mailchimp or Active Campaign, you’ll want to connect these tools to ensure you can automate a few steps when it comes to charging clients and making money! 

By using an integration tool called Zapier, you can have Stripe talk to your CRM and tell it every time someone makes a successful payment. This means you’ll be able to automatically stop and start nurtures to follow up payments or unlock access as payments are paid.

TO BRIEF YOUR DOER:

• If you're utilising the Project Management Tool; *Basecamp, add this as a task to your project's To Do's
  • You'll need to describe the task. We'd recommend 'Connect Stripe with [Your CRM]: OTT0015'
  • Assign the To Do to your Doer
  • Set a Due Date
  • Add notes: 
    • You can provide your Doer with this URL in order to provide them with context on the task
    • Provide your Doer with access/logins to your CRM
    • Provide your Doer with access/logins to Stripe
    • Add in any other notes or requirements that might be relevant
    • Don't assume - particularly if you're just starting out with your Doer it's always best to provide as much information as possible. If you have extensive notes, we'd recommend recording a Loom.