How to integrate Salesforce with Stripe to create a payment link in Stripe from Salesforce and send it via email

By automating payment-related tasks in Stripe based on customer information and purchase data managed in Salesforce, representatives will be able to handle daily billing tasks more swiftly.
Integrating apps using Yoom is expected to further streamline billing operations.
This article explains how to set up an automated flow that creates a payment link in Stripe based on Salesforce data and sends it via email, as well as the benefits of implementing it. ‍^‍‍

‍Recommended for

Accounting personnel using Salesforce and Stripe
Those aiming to streamline invoice creation tasks
Those aiming for centralized management of payment information
Business owners looking to reduce the risk of payment delays and errors
Managers aiming to track customer satisfaction with high accuracy

Benefits and Examples of Integrating Salesforce and Stripe

1. Centralized Information Management

By adopting this automation, you will be able to centrally manage customer payment statuses.
Since customer information, payment history, and payment statuses can be managed on Salesforce, the hassle of checking statuses across multiple tools is eliminated.
For example, emails are sent to customers based on accurate information managed in Salesforce, allowing sales representatives to understand billing details just by checking the data managed in Salesforce.

2. Prevention of Human Errors

Manual invoice creation and data entry carry the risk of human errors.
By implementing this flow, customer information and billing details are automatically synchronized, eliminating the need for manual data entry.
For example, when transferring customer names or amounts from Salesforce to Stripe, automatic data reflection reduces input errors.
With a decrease in human errors, team members may be able to carry out their tasks with peace of mind.

3. Streamlining Billing Operations

‍Traditionally, a lot of manual work was required from creating to sending invoices.
With the realization of billing automation, the hassle of creating invoices is eliminated, and payment links can be promptly sent to customers.
For instance, after introducing this flow, by launching the flow bot from the record detail page of a custom object, a payment link can be created and sent to the customer via email with operations only on the Salesforce side.
Accounting personnel may be able to reduce the time spent on billing tasks and focus on other duties.

Now, let's create a flow bot using the template "Create and Send Payment Links from Salesforce to Stripe via Email".

[About Yoom]

How to Create and Send Payment Links from Salesforce to Stripe via Email

Once customer information is registered in Salesforce, it can be achieved by receiving data via Salesforce's API, automatically creating a payment link via Stripe's API, and then automatically sending that link via email.
Generally, programming knowledge is required to achieve this, but it can be easily realized without programming knowledge by using the no-code tool Yoom.

The work until the flow is completed proceeds as follows.

Integrate Salesforce and Stripe with My Apps
Copy the template
Check the Chrome extension trigger and set up Stripe, followed by setting up each operation in the email sending process
Turn the trigger ON

If you are not using Yoom, please register for free from here.
If you are already using Yoom, please log in.

・Integrate Salesforce and Stripe with My App

(1) First, connect Salesforce to My App.
After logging into your Yoom account, click "My Apps" on the left panel and search for Salesforce from "New Connection".

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(2) The Salesforce app icon will appear, click on it.

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(3) You will be redirected to the Salesforce login screen, enter your "Username" and "Password" and click [Login].
This completes the Salesforce connection.

(4) Next, integrate the Stripe app.
Select Stripe just like you did for Salesforce registration in My App.

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(5) Enter the "Account Name" and "Access Token" for the Stripe you want to integrate, and click [Add].
For more information on how to register Stripe with My App, please check this page.

・Stripe and Salesforce are apps available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections set in Flowbot will result in errors, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

After clicking, you will be redirected to the My Apps screen of your Yoom account with the two apps added.
This completes the connection of the two apps to your Yoom account.

・Copy Template

After confirming that the new connection of the target app to your Yoom account is complete, click the icon for "Try This Template" below.

The template will be copied, so click the "OK" button.

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Move to the "My Projects" screen of your Yoom account and check the template content.

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There are three setup flows.

・Check the Chrome Extension Trigger

(1) First, check the Chrome extension that will trigger the action.
・For instructions on setting up triggers using the Chrome extension, please refer to here.

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From the "My Projects" on the left side of your Yoom account screen, click "【Copy】Create a payment link from Salesforce for Stripe and send it via email".

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After clicking, the template content will be displayed as shown in the screen below.

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(2) Click on the "Launch from Record Detail Page" icon of the Chrome extension, which is the first action.

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(3) The red part in the image above states "Install the Chrome extension from here".
To use the Chrome extension trigger, please check this page.
If you haven't installed the Chrome extension, please install it from here.

(4) After completing the Chrome extension setup, enter the account information to link with Salesforce and click [Next].

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(5) On the next screen, enter information in the fields for "My Domain URL" and "API Reference Name for Custom Object" according to the annotations.

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(6) Obtain and enter the URL of the launch page.
After entering, press [Test], and if there are no issues, click [Save].

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In this step, it is possible to obtain information pre-stored in Salesforce as output.
As noted, "This value can be used in other operations," this output can be referenced and utilized in subsequent steps.

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※ The extension can also be installed from the top right of the template.

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・Stripe Setup

(1) Next, click on the second action "Create Payment Link".

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(2) Enter the account information to be linked and click [Next].

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(3) On the next screen, enter the fields for "Price ID" and "Quantity".
As shown in the screen below, you can reference the output obtained in the previous step by clicking the input bar.

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(4) For the field "Allow customers to adjust quantity", you can select any option from the dropdown.

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(5) After entering the information, click [Test], and if there are no issues, click [Save].

・Email Setup

(1) Finally, click on the third action "Send Email".

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(2) In this process, by setting "Send Email" from Yoom, emails will be sent from 'no-reply@yoom.fun'.
Ensure that 【Yoom】 is set in the 'App'.

(3)Email Content "To" should utilize the output obtained from the previous step.
(Below is an example quoting the output 【Address】 obtained in the first action.)

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(4) In this flow, since you want to send the payment link to the recipient, include the 'Payment Link' in the "Body" as shown in the image below.
Utilize the output obtained in the previous step.
For instructions on setting up "Send Email", please also check this page.

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(5) After entering the information, click [Test], and if there are no issues, click [Save].
This completes the setup.

・Turn ON the Trigger

By clicking the red frame part "Turn ON the Trigger" on the screen below, the flow bot will start automatically.

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Here is the template used this time

Other Automation Examples Using Stripe

There are other examples of automation using Stripe available on Yoom, so here are a few introductions.

Create and Send Stripe Payment Links via Email from HubSpot

By utilizing a flow that creates Stripe payment links based on HubSpot management data and sends them via email, you can streamline billing operations.
By eliminating the manual task of creating links and pasting them into emails, productivity is expected to improve.

Create a Stripe Payment Link from Notion and Send it via Email

By using a trigger with a Chrome extension, you can initiate the trigger directly from Notion.
Incorporating an automation flow can reduce the time spent creating links, potentially allowing you to focus more on customer service than before.

Create a Payment Link from Stripe via Airtable and Send it by Email

This flow is recommended for those managing customer information and products using Airtable.
It can help reduce the time spent on tasks, allowing you to allocate resources to other important tasks, thereby enhancing productivity.

Summary

The integration of Salesforce and Stripe introduced this time will be an important means to streamline corporate billing operations and improve information accuracy.
By incorporating automated flows, manual work can be reduced and human errors can be prevented, contributing to the optimization of business processes.

Please take advantage of Yoom to experience automation through app integration.