The Stripe – Salesforce quickstart integration template lets you sync your Stripe account with your Salesforce CRM account. This template is comprised of a prebuilt integration flow, which automates the flow by syncing Salesforce leads to Stripe customers whenever leads are created or updated in Salesforce.
Supported integration flow
The Celigo quickstart bundle contains flows you can configure and deploy without coding or IT support. The following built-in flows sync from the specified source data to the corresponding destination.
Salesforce to Stripe
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Flow |
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Gather your credentials
Install required packages
The Stripe – Salesforce template does not include the Apex triggers or custom fields by default. You can create them by installing two packages (integrator.io and Salesforce). This will ensure that the template consists of the apex triggers and custom fields by default.
Install the integrator.io package
- In your Stripe browser session, open Upgrade integrator distributed adaptor
- Select Install for all users (recommended).
- Follow the prompts to complete installation.
Install the Salesforce package
- In the same Stripe session, open the Install Celigo Salesforce package
- Choose Install for all users (recommended).
- Complete the installation steps.
This package includes:
- Apex triggers required for syncing Stripe data to Salesforce
- Custom fields that are referenced in the template flows
Note
If you're unable to install the packages or experience permission issues, ensure you are using a Stripe user with package installation privileges. After saving the connection, sign in to Stripe and consent to the integration.
Before you install the template
Keep your Stripe and Salesforce account credentials ready:
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Stripe – verify APIs and authorization
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Salesforce – verify APIs and authorization
- Before you set up a Salesforce connection below, ensure you have the API and authentication details for your Salesforce app.
- Refer to the Salesforce help documentation to learn more about APIs and authorization.
Install the Stripe - Salesforce template
To install the Stripe – Salesforce template:
- Navigate to integrator.io > Marketplace.
- From the available templates, select Filter by application using Popular filter as Stripe, or search with the keyword- Stripe - Salesforce.
- Find the Stripe – Salesforce template and select Preview. The Install template page appears.
- Review the template’s contents, and select Install now to begin. The Install integration page appears.
Configure the Stripe-Salesforce flows
Additional record mapping is required to integrate the template’s exports and imports with your Stripe and Salesforce apps.
Note: all of your flows are disabled when first installed. After configuring the flows, you may enable them in your Flows dashboard or in Flow Builder with the Off/On toggle button and then run or schedule each flow.
Salesforce leads to Stripe customers
This flow syncs Salesforce leads with Stripe customers. When a lead is added or updated in Salesforce, this integration flow exports the lead from Salesforce and imports it into Stripe as a customer.