Stripe allows businesses to make and receive payments over the internet. The 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.
Prerequisites
You'll need CRM Admin rights in order to follow the steps in this article
What's covered 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 the 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.
Now you're all set up, take a look at our guide here to get you up to speed with taking card payments using Stripe!
Step 3 (Optional): Set up Stripe Webhook for CMS
For added reliability on your CMS website, you can set up a Webhook in Stripe that will allow the CRM to listen out for payments and match them up to CRM quotes. This is useful if for example if you take a Stripe payment on your CMS site and the visitor closes their browser before completing the checkout.
You will need your CRM workspace ID to set this up - please get in touch with us to request this before continuing.
To set this up, you will need to log into your Stripe account and then go to the Developers section:
From here, select Webhooks and then Add Endpoint:
On the 'Listen to Stripe events' page, set the following:
Endpoint URL: https://webhooks.prospect365.com/api/stripewebhook/###### where ###### is your workspace ID
Listen To: Events on your account
Select events to listen to: Payment Intent → payment_intent.succeeded
Once entered, click on Add endpoint to create the webhook.
You will then need to supply us with your Signing Secret in order for us to authorise the CRM to the webhook. Click on Reveal under 'Signing Secret' and send this to us.
Once we have set this in your CRM, the process is complete! Now the next time a payment completes on Stripe the following will happen:
We will verify that the payment is for our CMS order, based on some additional metadata we set, and if not it will be ignored
Then we check if there’s a Quote with the same payment intend id as the completed payment, and a missing card value.
If yes we will update the missing card information
If not it will be ignored