Stripe

for Zoho CRM

About


Stripe is a cloud-based economic infrastructure which provides a financial platform for companies and businesses of all sizes and forms. The extension Stripe for Zoho CRM allows the user to tackle the complexities of online commerce through Stripe within the Zoho CRM platform.



Key features


  • Sync Stripe customers with Zoho CRM

  • View the Stripe transactions of any customer

  • Create & Cancel Stripe invoice

  • View details & status of Stripe invoice

  • Download Stripe invoices

Installation

Step 1: Visit the Zoho Marketplace which comprises the application Stripe for Zoho CRM.

Step 2: Click on ‘Buy Now’.

Step 3: A dialogue box appears, where you must agree to the terms and conditions, and give your consent for Stripe to access your Zoho account and process the data as required. Click on ‘Continue’ once you have ticked the two check boxes.

Step 4: Choose the profiles you wish to add the extension to. Click on ‘Confirm’.

Step 5: Authorize the Zoho CRM account in order to activate the extension.

Step 6: Click on 'Accept' to enable authorization.

Step 7: The extension has been installed. Click on 'Finish'.

Step 8: Enter your Stripe Secret Key, which can be found in the 'Developers' section of the Stripe account, in the extension settings page and click ‘Save’. The Stripe extension is now added to your Zoho CRM account.

Applications

Invoices

Stripe invoices can be created within the module 'Invoices'. Click on the dropdown as shown below where you can send the created invoice using the option 'Send New Stripe Invoice' or cancel an invoice using the option Stripe Void(Cancel) Invoice.

Contacts

Select any Contact in Zoho CRM, scroll down to the 'Stripe' section to view the details of the Stripe invoices associated with the Contact. Click on 'Invoice pdf' to download the invoice.

Customer Accounts

Select any Customer within the 'Accounts' module, scroll down to the 'Invoices' section to view the details of the invoices associated with the Customer.