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Zoho CRM + Braintree Integrations

Appy Pie Connect allows you to automate multiple workflows between Zoho CRM and Braintree

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zoho CRM

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.

About Braintree

Braintree is a software solution that helps businesses process payments and manage financial relationships with merchants securely and reliably.

Braintree Integrations
Braintree Alternatives

Looking for the Braintree Alternatives? Here is the list of top Braintree Alternatives

  • Stripe Stripe
  • Paypal Paypal

Best ways to Integrate Zoho CRM + Braintree

  • Zoho CRM Braintree

    Zoho CRM + Braintree

    Create Customer to Braintree from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Braintree Create Customer
  • Zoho CRM Braintree

    Zoho CRM + Braintree

    Create Customer to Braintree from New Record in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Record
     
    Then do this...
    Braintree Create Customer
  • Zoho CRM Braintree

    Zoho CRM + Braintree

    Create Customer to Braintree from New or Updated Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New or Updated Contact
     
    Then do this...
    Braintree Create Customer
  • Zoho CRM Zoho CRM

    Braintree + Zoho CRM

    Create/Update Lead to Zoho CRM from New Customer in Braintree Read More...
    Close
    When this happens...
    Zoho CRM New Customer
     
    Then do this...
    Zoho CRM Create/Update Lead
  • Zoho CRM Zoho CRM

    Braintree + Zoho CRM

    Create/Update Contact to Zoho CRM from New Customer in Braintree Read More...
    Close
    When this happens...
    Zoho CRM New Customer
     
    Then do this...
    Zoho CRM Create/Update Contact
  • Zoho CRM {{item.actionAppName}}

    Zoho CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • New Customer

    Triggers when you add a new customer.

  • New Transaction

    Triggers when you add a new transaction.

    Actions
  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

  • Create Customer

    Create a new customer.

How Zoho CRM & Braintree Integrations Work

  1. Step 1: Choose Zoho CRM 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 Braintree 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 Zoho CRM to Braintree.

    (2 minutes)

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

Integration of Zoho CRM and Braintree

Zoho CRM

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

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.

Integration of Zoho CRM and Braintree

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.

  • Benefits of Integration of Zoho CRM and Braintree:
  • 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.