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
10 Million man hours saved
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 IntegrationsLooking for the Braintree Alternatives? Here is the list of top Braintree Alternatives
-
Stripe
-
Paypal
Best ways to Integrate Zoho CRM + Braintree
-
When this happens...
New Contact
Then do this...
Create Customer
-
When this happens...
New Record
Then do this...
Create Customer
-
Zoho CRM + Braintree
Create Customer to Braintree from New or Updated Contact in Zoho CRM Read More...When this happens...
New or Updated Contact
Then do this...
Create Customer
-
Braintree + Zoho CRM
Create/Update Lead to Zoho CRM from New Customer in Braintree Read More...When this happens...
New Customer
Then do this...
Create/Update Lead
-
Braintree + Zoho CRM
Create/Update Contact to Zoho CRM from New Customer in Braintree Read More...When this happens...
New Customer
Then do this...
Create/Update Contact
-
When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Zoho CRM + Braintree without coding knowledge. Start creating your own business flow.
-
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.
-
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
-
Step 1: Choose Zoho CRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
-
Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
-
Step 3: Pick Braintree as an action app and authenticate.
(30 seconds)
-
Step 4: Select a resulting action from the Action List.
(10 seconds)
-
Step 5: Select the data you want to send from Zoho CRM to Braintree.
(2 minutes)
-
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.
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.
