Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.
Braintree is a software solution that helps businesses process payments and manage financial relationships with merchants securely and reliably.
Braintree IntegrationsZoho CRM + Braintree
Create Customer to Braintree from New or Updated Contact in Zoho CRM Read More...Braintree + Zoho CRM
Create/Update Lead to Zoho CRM from New Customer in Braintree Read More...Braintree + Zoho CRM
Create/Update Contact to Zoho CRM from New Customer in Braintree Read More...It's easy to connect Zoho CRM + Braintree without coding knowledge. Start creating your own business flow.
Triggers when a new contact is added.
Triggers instantaneously when any entry is created in the specified module.
Triggers when a new contact is added or modified in Zoho.
Triggers when you add a new customer.
Triggers when you add a new transaction.
Add attachment to the selected Module entry.
Creates a new entry in a module
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
Create a new customer.
(30 seconds)
(10 seconds)
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(2 minutes)
Zoho CRM is a customer relationship management software that allows its users to track, organize and integrate various tops and applications. It is a comprehensive platform that offers sputions for managing sales, marketing, support, billing and customer service.
Zoho CRM is a cloud-based application which has easy to use interface that can be used by both technical and non-technical people. It is widely used by small and medium sized businesses especially in the service industry. It comes with 25+ pre-installed templates and themes which allow you to build your own website or application without having to hire a web developer. Zoho CRM also comes with a user manual, videos and eBooks that guide you through the process of using this software.
Braintree is an online payment processor that allows businesses to accept payments from their customers from any source such as credit card, debit card and PayPal. Braintree provides access to a wide range of payment options for eCommerce merchants and mobile apps. This online payment processor facilitates secure transaction via PCI compliant security architecture and helps merchants avoid acceptance frauds.
Zoho CRM and Braintree can be integrated with each other using simple steps. These steps are listed below.
Step 1. Adding Zoho CRM as a payment gateway in Braintree account.
Step 2. Creating a Custom Payment Page in Braintree account.
Step 3. Integrating Zoho CRM with Braintree using JS scripts.
Step 4. Displaying payment information and shipping details on the checkout page of your site or application.
Step 5. Adding script for taking payment on the checkout page of your site or application.
Step 6. Adding script for processing refund of the transaction on the checkout page of your site or application.
Step 7. Creating a custom rate plan in Braintree account.
Step 8. Integrating Zoho CRM with Braintree using custom rate plan code.
Step 9. Configuring payment methods in Zoho CRM account.
Step 10. Connecting Zoho CRM accounts to Braintree account.
Step 11. Configuring shipping methods in Zoho CRM account.
Step 12. Connecting Zoho CRM accounts to Braintree account.
Step 13. Cplecting user data in Zoho CRM during registration process.
Integration of Zoho CRM and Braintree enables merchants to accept payments from different sources without having to set up multiple merchant accounts. It also reduces merchant cost since they don’t have to pay integration fees separately to the multiple payment gateway providers. Integration of these two platforms also makes it easy for merchants to manage shipping details, taxes and customer support through one single application.
The process to integrate Zoho CRM and Braintree 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.