Stripe Platforms allows businesses to make and receive payments over the internet. Prospect CRM can integrate with Stripe enabling you to take card payments for orders placed via the CRM. For more information about Stripe take a look at their website here.
Please note: In order to use Stripe card payments, your Stripe account must have the Mail Order and Telephone Order (MOTO) flag set. If you need this configured, please contact Stripe support.
To set up Stripe, follow the steps below.
- You'll need CRM Admin rights in order to follow the steps in this article
Step 1: Navigate to Integrations Settings Page
To connect your Stripe account to the CRM, navigate to the Integrations Settings Page by clicking here.
Step 2: Connect Stripe to CRM
To set up integration between Stripe and Prospect CRM, simply click the 'Connect' button.
You'll then be directed to Stripe to complete the connection. Please follow the onscreen instructions provided by Stripe.
Once connected, you'll be able to start taking card payments via the CRM using Stripe when processing orders. You can also save card payment methods for frequent buyers!