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Set up your first integration
Quickly connect Stripe to Zoho CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Stripe with Zoho CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Canceled Subscription" from Stripe.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects Stripe and Zoho CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Canceled Subscription
Triggers when a subscription is canceled (by a subscriber or due to end of billing period).
Try ItTriggerInstant - Failed Payment
Triggers when a payment attempt fails.
Try ItTriggerInstant - Ignore payments intentsRequired
Try ItTriggerInstant- New Dispute
Triggers when a customer disputes a charge.
Try ItTriggerInstant
- Checkout Session Completed
Triggers when a checkout session is completed.
Try ItTriggerInstant - Invoice Payment Failed
Triggers when an invoice payment fails.
Try ItTriggerInstant - New Customer
Triggers when a new customer is added.
Try ItTriggerInstant - New Subscription
Triggers when a customer is signed up for a new plan.
Try ItTriggerInstant
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Practical ways you can use Stripe and Zoho CRM
Update CRM when a new customer pays
Track customers effortlessly. When a new payment processes in Stripe, Zapier updates Zoho CRM by adding or updating the corresponding customer record. This ensures accurate contact information and enables better customer management.
Business Owner
Monitor failed payments in CRM
Improve operational visibility. When a payment fails in Stripe, Zapier creates or updates a lead in Zoho CRM. This makes tracking and fixing issues easier, reducing payment recovery times.
ITAdd new leads to Stripe from Zoho CRM
Nurture leads effectively. When a new lead is created in Zoho CRM, Zapier adds it to Stripe. This helps automate email campaigns or transactions targeted at those leads, accelerating lead conversion processes.
Marketing & Marketing OpsLearn how to automate Stripe on the Zapier blog
Learn how to automate Zoho CRM on the Zapier blog
Frequently Asked Questions about Stripe + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Stripe and Zoho CRM
How do I set up the integration between Stripe and Zoho CRM?
To integrate Stripe with Zoho CRM, you'll need to use a third-party tool to connect the two platforms. Begin by selecting Stripe as the trigger app and choose a specific trigger event, like 'New Charge' or 'New Customer.' Then, select Zoho CRM as the action app and configure an action such as 'Create/Update Lead' or 'Add Note.' Follow the setup instructions provided in our integration guide to finalize this connection.
Which triggers are available for Stripe when integrating with Zoho CRM?
When integrating Stripe with Zoho CRM, popular triggers you can use include 'New Charge,' 'New Customer,' and 'Payment Failed.' These triggers help initiate corresponding actions in Zoho CRM, such as creating a new lead or updating customer records automatically.
Can I automate sending invoices from Zoho CRM after a payment is made on Stripe?
Yes, you can automate invoicing by using Stripe's 'Successful Payment' trigger. Once triggered, you can set up an action in Zoho CRM to generate and send invoices automatically to your customers.
Is it possible to update lead information in Zoho CRM whenever there is a new charge in Stripe?
Absolutely. By using the 'New Charge' trigger from Stripe, you can configure an action that updates existing lead information or creates new leads in Zoho CRM seamlessly.
What actions can be performed in Zoho CRM when a payment fails in Stripe?
For a failed payment event from Stripe, known as the 'Payment Failed' trigger, you can configure various actions in Zoho CRM such as updating customer status, logging an activity note for further follow-up, or sending notifications to your sales team for immediate intervention.
How do we ensure data security while integrating between these platforms?
We prioritize data security by implementing encrypted connections between Stripe and Zoho CRM during integration. Additionally, authentication measures such as API keys and OAuth are used to maintain secure access control throughout your integration process.
Can I track subscription updates from Stripe within my Zoho CRM system?
Yes, by leveraging triggers like 'Subscription Created' or 'Subscription Updated' from Stripe during integration setup, you can automate updates within your Zoho CRM system ensuring all subscription-related data is current and accurately reflected inside your records.
