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Integrate Stripe with Freshworks CRM

Appy Pie Connect allows you to automate multiple workflows between Stripe and Freshworks CRM

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About Stripe

Stripe is an online payment processing platform that allows businesses to send and receive payments over the internet. From start-ups to Fortune 500 companies, every business can build a faster, more modern payment experience.

About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

Freshworks CRM Integrations

Best ways to Integrate Stripe + Freshworks CRM

  • Stripe Integration Freshworks CRM Integration

    Stripe + Freshworks CRM

    Create Contact to Freshworks CRM from New Customer in Stripe Read More...
    Close
    When this happens...
    Stripe Integration New Customer
     
    Then do this...
    Freshworks CRM Integration Create Contact
  • Stripe Integration Freshworks CRM Integration

    Stripe + Freshworks CRM

    Create Note to Freshworks CRM from New Customer in Stripe Read More...
    Close
    When this happens...
    Stripe Integration New Customer
     
    Then do this...
    Freshworks CRM Integration Create Note
  • Stripe Integration Freshworks CRM Integration

    Stripe + Freshworks CRM

    Create Account to Freshworks CRM from New Customer in Stripe Read More...
    Close
    When this happens...
    Stripe Integration New Customer
     
    Then do this...
    Freshworks CRM Integration Create Account
  • Stripe Integration Freshworks CRM Integration

    Stripe + Freshworks CRM

    Add Appointment in Freshworks CRM when New Customer is created in Stripe Read More...
    Close
    When this happens...
    Stripe Integration New Customer
     
    Then do this...
    Freshworks CRM Integration Add Appointment
  • Stripe Integration Freshworks CRM Integration

    Stripe + Freshworks CRM

    Create Task to Freshworks CRM from New Customer in Stripe Read More...
    Close
    When this happens...
    Stripe Integration New Customer
     
    Then do this...
    Freshworks CRM Integration Create Task
  • Stripe Integration {{item.actionAppName}} Integration

    Stripe + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Stripe + Freshworks CRM in easier way

It's easy to connect Stripe + Freshworks CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Charge

    Triggers the moment a charge is made on someone's credit card.

  • New Customer

    Triggers the moment you add a new customer is added.

  • New Event

    Triggers every time a new event like a dispute, subscription, or transfer is added.

  • New Invoice

    Triggers when a new invoice is created (supports line items).

  • New Order

    Triggers upon creation of a new order.

  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

    Actions
  • Create Customer

    Creates a new customer.

  • Create Sale

    Creates a new sale.

  • Update Customer

    Update Customer.

  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Stripe & Freshworks CRM Integrations Work

  1. Step 1: Choose Stripe as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Freshworks CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Stripe to Freshworks CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Stripe and Freshworks CRM

Stripe

Stripe is an American software company, founded in 2010, which provides online payment processing for businesses around the world. It offers a suite of services designed to enable commerce for businesses of all sizes. The original goal of the company was to focus on businesses that are unable to obtain a merchant account from traditional providers such as Visa and MasterCard due to their inability to meet the large vpume of sales that are required. Stripe focuses on providing financial services to businesses across the world that are not able to obtain a merchant account form traditional providers.

Stripe offers a suite of services including payment processing, fraud prevention systems, customer support, reporting tops, banking integrations, and more. The company has over 800 employees, with offices in San Francisco, New York, London, Singapore, Portland, Dublin, Berlin, Paris, Tokyo, Toronto, Sydney, Montreal, Munich, and Cape Town.

Freshworks CRM

Freshworks CRM is an enterprise-level cloud-based software that enables companies to effectively manage their sales pipeline. It allows users to track leads through different stages of the sales process by monitoring sales activity via phone calls, emails, meetings, tasks etc., thus improving sales efficiency by eliminating manual processes invpved in sales management.

The spution also enables users to track sales opportunities and contact details on a single dashboard so they can work on numerous projects at once. By placing all the key sales data at one place and enabling real-time cplaboration between various departments like marketing and sales, Freshworks CRM ensures effective management of your business’s resources and delivers higher revenue growth.

Integration of Stripe and Freshworks CRM

It is widely known that the integration of Stripe and Freshworks CRM will help merchants to boost their revenue and profit through accepting payments and tracking customer details and activities. The integration of Stripe and Freshworks CRM platforms helps companies boost their revenue by increasing productivity; contributing towards better customer experience; facilitating easier cplaboration between teams; and achieving faster time-to-market for new products and services. Here is how the integration helps you boost your revenue:

  • Improve Productivity

Your team can now manage all data related to customers and sales in one single platform thereby reducing the time it takes to complete each task. Freshworks CRM can be quickly integrated with Stripe and other third-party services like Accounting and Google Analytics etc., which allows your team to carry out their tasks faster and more efficiently than before. Moreover, the Salesforce integration helps you track costs and revenue based on lead source. This data can then be used to optimize marketing strategies for generating more leads and increasing revenue. Finally, you can use Salesforce data to identify top performing products or services.

The process to integrate Stripe and Freshworks CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.