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Are you using Salesforce and Stripe and finding manual data entry or updates cumbersome? As your workload increases, keeping up with information sharing between tools can become challenging, leading to complex management.
However, many people feel that integrating apps requires specialized knowledge and perceive it as a high hurdle.
In such cases, we recommend the no-code tool Yoom!
<span class="mark-yellow">In this article, we will introduce ways to streamline daily operations by integrating Salesforce and Stripe, with several concrete examples.</span>
If you're worried about the setup, feel free to read on.
By using Yoom, you can easily integrate Salesforce and Stripe without any code.
Yoom provides templates for integrating Salesforce and Stripe, so you can achieve integration immediately just by signing up, even without API knowledge.
By integrating the APIs of Salesforce and Stripe, you can automatically link Salesforce data to Stripe!
For example, you can automatically perform data integration like the following without human intervention.
This flow automatically creates a corresponding customer in Stripe when new account information is registered in Salesforce.
It reduces the hassle of payment management, prevents manual update errors, and by maintaining accurate contract information, it will lead to smooth customer support and billing management.
This flow automatically generates payment links for Stripe based on Salesforce data and sends them to customers via email.
It streamlines the billing process and facilitates smooth transactions.
Let's get started by creating a flow that integrates Salesforce and Stripe!
This time, we'll use Yoom to proceed with the integration of Salesforce and Stripe without any coding. If you don't have a Yoom account yet, please create one using this registration form.
[What is Yoom]
<span class="mark-yellow">This time, we will create a flow bot that creates a customer in Stripe when account information is registered in Salesforce!</span>
The creation process is broadly as follows:
1) After logging into your Yoom account, register the app you will use next.
Click "My Apps" and select "+ Add".
2) A list of apps that can be connected with Yoom will be displayed, and you can search for each app one by one using the search box.
※The Salesforce app is intended for Team Plan and Success Plan users. Please note that it will not function properly with the Free Plan or Mini Plan. However, there is a 2-week free trial available for paid plans, during which Salesforce can be used without issues. Please take this opportunity to try it out.
※Preparation in advance
To integrate Salesforce with Yoom, some settings are required on the Salesforce side as well.
After logging in, click the settings button at the top right and proceed with the settings.
Please refer to this for detailed information.
How to Register Salesforce My App | Yoom Help Center
After searching for Salesforce, log in with the account name you will use.
※If you are already integrated with other services, the API integration with Yoom may not function properly. Please be careful.
Click "Allow" on the access confirmation screen.
[In the case of Stripe]
※Preparation in advance
To register Stripe My App, you need to obtain an access token.
First, log in to the Stripe dashboard and click the "Developers" link at the top right of the screen.
Please refer to this for detailed information.
How to Register Stripe My App | Yoom Help Center
Once you have selected Stripe, enter the account you will use and the access token you obtained earlier, then click "Add".
3. Once registration is complete, an icon will be displayed in My Apps, so please check it.
Now, let's proceed with the explanation using the template.
1) First, click on the "Try it" icon.
2) The following confirmation screen will appear, click "OK".
If it appears as shown below, the template has been copied.
You can edit the title and details by clicking on them.
Also, the copied template is saved in My Projects, so you can open it from there as well.
Click on the icons with "!" displayed on the right in order from the top to set up the operations.
1) First, try clicking on "When a new record is registered in the Account object"!
※ Salesforce is an app for those using the Team Plan or Success Plan.
Please note that using it with the Free Plan or Mini Plan will cause errors in Flowbot operations and data connections.
※ There is a 2-week free trial for paid plans (Team Plan, Success Plan). During the trial period, you can try Salesforce without any restrictions. Please take this opportunity to experience various features.
2) Make sure the action "When a new record is registered in the Account object" is selected, and click "Next".
3) Select the trigger activation interval and enter your My Domain URL.
The trigger activation interval varies depending on the subscription plan, but we recommend the shortest time for the plan you are using.
Add a new record in Salesforce and click "Test".
The retrieved output will be used in the subsequent settings, so make sure there are no errors in the information!
1) Return to the flow and click on the "Integrate with app Create Customer" icon.
※ Stripe is an app for those using the Team Plan or Success Plan.
Please note that using it with the Free Plan or Mini Plan will cause errors in Flowbot operations and data connections.
※ There is a 2-week free trial for paid plans (Team Plan, Success Plan).
During the trial period, you can try Stripe without any restrictions. Please take this opportunity to experience various features.
2) Make sure the action "Create Customer" is selected, and click "Next".
3) Enter the fields.
For entering customer names and email addresses, you can select the Salesforce output obtained earlier.
Select from the output.
About Output | Yoom Help Center
Once the input is complete, click "Test" and after the test is complete, click "Save".
This completes the flow of 【Creating a customer in Stripe when account information is registered in Salesforce】.
Once the setup is complete, the following display will appear, click "Turn on the trigger".
Start the Flowbot and verify that it operates correctly.
This time, we explained how to register data from Salesforce to Stripe. If you want to register Stripe data to Salesforce, please use the following template.
This flow automatically creates an Opportunity record in Salesforce triggered by a completed payment in Stripe.
It is expected to streamline management tasks by seamlessly linking payment information and sales data.
This flow automatically updates the contract status in Salesforce when a new subscription starts on Stripe.
Quickly reflect contract status for smooth customer management.
By leveraging Salesforce and Stripe APIs, various automations can be achieved! How about considering the following automations?
You can automatically register and update lead and deal data, or send follow-up notifications based on specific conditions.
Integration with other marketing tools and customer support systems is also possible.
When a new payment is completed, customer data can be automatically registered in the CRM, and invoices can be automatically generated. Additionally, notifications can be sent to relevant parties triggered by changes in payment status or subscription updates.
Integrating Salesforce and Stripe can make your daily operations much smoother. Even if setting it up on your own seems challenging, with Yoom, you don't need any programming knowledge!
You can easily create workflows like the ones introduced in this article by simply following the steps.
If you want to reduce the burden of managing and sharing data, start by registering for Yoom for free and experience how it works.
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