How to create a payment link from Salesforce for Stripe and send it via the official LINE account

In online business, isn't the ease of payment and the speed of customer response important factors? By integrating Salesforce, Stripe, and the official LINE account, you can expect to improve operational efficiency by sending payment links via the official LINE account. This can offer various benefits, such as payment automation and providing flexible payment methods.
This article explains the benefits and integration methods of creating a payment link from Salesforce and sending it via the official LINE account.

Recommended for

Online shop operators who want to complete product or service payments online
Companies that use the official LINE account for customer acquisition and sales
Those who want to effectively utilize Salesforce information in other tools to improve work efficiency

Benefits and Examples of Integrating Salesforce, Stripe, and the Official LINE Account

Benefit 1: Preventing Incorrect Information from Being Sent

The advantage of integrating Salesforce, Stripe, and the official LINE account is the ability to prevent human errors.
Salesforce manages basic customer information, history, and deal status as a CRM (Customer Relationship Management), while Stripe manages detailed payment information. By further integrating the official LINE account, you can create a payment link in Stripe based on Salesforce information and send the link to customers via the official LINE account.
For example, if not automated, there is a possibility of sending incorrect information from the time an order is received from a customer, manually entered into Stripe, and a payment link is created and sent to the customer. However, by automating this series of processes, it is expected to prevent discrepancies in information between systems.

Benefit 2: Timely Customer Response

Don't you think timely sending of payment links is very important to prevent payment delays?
By integrating Salesforce, Stripe, and the official LINE account to automatically send payment links, customer response can become more timely and smooth.
Since the payment link is sent via LINE immediately after the purchase process begins, payment can be completed on the spot.
For example, after purchase confirmation in an online shop, sending a payment link via the official LINE account allows customers to complete the payment on the spot, reducing the need for follow-up later. Additionally, since the official LINE account has a higher open rate compared to other notification methods, payment links are less likely to be overlooked.

Benefit 3: Providing Flexible Payment Methods

Stripe supports a variety of payment methods, allowing you to offer flexible payment options to customers.

For example, customers can choose from payment methods they usually use, such as credit cards, debit cards, bank transfers, and even Apple Pay or Google Pay, reducing the hassle of payment and potentially increasing the payment completion rate. By integrating with Salesforce and the official LINE account, you can guide payment options via LINE based on Salesforce customer information, making it easier to provide information about payment methods smoothly.
For instance, if a customer is not comfortable registering credit card information, you can suggest bank transfers or other digital payment methods, allowing them to complete the payment in the most convenient way for them. This can reduce customer resistance to payment and make the payment process smoother.

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Create a Payment Link from Salesforce and Send it via the Official LINE Account

By integrating Salesforce, Stripe, and the official LINE account, you can automatically create a payment link from Salesforce and send it to customers via the official LINE account. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily achieved without programming knowledge.

Register Salesforce, Stripe, and the official LINE account as My Apps
Use the Chrome extension trigger to launch from a custom object record
Create a payment link by integrating with Stripe
Send text messages by integrating with the official LINE account

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

If you are already using Yoom, please log in.

Step 1: Integrate Salesforce, Stripe, and LINE Official Account with My Apps

(1) After logging into Yoom, select "My Apps" from the left column and click "+ New Connection".

(2) From the list of new connections in My Apps, click Salesforce.
(3) On the Salesforce login screen, enter your "Username" and "Password" and click Login.
Note: Salesforce and Stripe are apps available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, 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 normally restricted.

(4) Next, integrate Stripe. Similarly, click Stripe from the list of new connections in Yoom.
(5) On the "New Stripe Registration" screen, enter the account name and access token, and click "Add".
For detailed instructions on registering Stripe with My Apps, please refer to the following site.

How to Register Stripe with My Apps

(6) Next, register the LINE Official Account with My Apps. Similarly, click LINE Official Account from the list of new connections in Yoom.
(7) On the "New LINE Official Account Registration" screen, enter your account name and access token, and click "Add".
For detailed instructions on registering LINE Official Account with My Apps, please refer to the following site.

How to Add LINE Official Account to My Apps

Once the integration is complete, Salesforce, Stripe, and LINE Official Account will be registered in Yoom's My Apps.

This completes the registration of My Apps.
Next, let's set up triggers using templates!

Step 2: Use Chrome Extension Trigger to Launch from Custom Object Records

(1) We will use the template introduced earlier. Click "Try it" on the banner below to copy it.

Click on "Launch from Custom Object Record" for the Chrome extension trigger.

(2) From the "Select Integration Account and Action for App Launched by Extension" screen, you can directly launch the trigger from Salesforce using the Chrome extension trigger.
For instructions on setting up a trigger using the Chrome extension, please refer to the site below.

Instructions for Setting Up a Trigger Using the Chrome Extension

Scroll down, verify that there are no errors in the account information linked with Salesforce, and keep the action as "Launch from Custom Object Record" when launching from the extension, then click "Next".

(3) From the "API Connection Settings for App Launched by Extension" screen, confirm the red line, and enter the My Domain URL, custom object API reference name, and sample URL of the launch page.

Once the input is complete, click "Test", and if no errors occur, click "Save" at the bottom.

Step 3: Create a Payment Link with Stripe Integration

(1) Next, create a payment link with Stripe integration.
Click "Create Payment Link".

(2) From the Stripe "Select Integration Account and Action" screen, verify that there are no errors in the account information linked with Stripe, and keep the action as "Create Payment Link", then click "Next".

(3) From the "API Connection Settings" screen, select the price ID and quantity from the output.
Other fields are not mandatory. Please enter the necessary fields.

Once the input is complete, click "Test" at the bottom, and if no errors occur, click "Save".

Step 4: Send a Text Message with LINE Official Account Integration

(1) Next, send a text message with LINE Official Account integration.
Click "Send Text Message".

(2) From the LINE Official Account "Select Integration Account and Action" screen, verify that there are no errors in the account information linked with the LINE Official Account, and keep the action as "Send Text Message", then click "Next".

(3) From the "API Connection Settings" screen, select the recipient user ID from the output.
The message content will be sent to the customer through the LINE Official Account.
By using output in the message, you can reference Salesforce information.

Once the input is complete, click "Test", and if no errors occur, click "Save" at the bottom.
(4) Finally, click "Turn ON Trigger".

This completes the flow bot for "Creating a Payment Link in Stripe from Salesforce and Sending it via LINE Official Account".

Other Automation Examples Using Salesforce and Stripe

At Yoom, we have many other examples of automation using Salesforce and Stripe, so let us introduce a few. ‍

1. Create a Payment Link from Salesforce and Send it via Email

By utilizing this flow, the generation and sending of payment links are automated in one go. This can save you the trouble of manually generating links and sending emails. Additionally, automation can help reduce human error.

2. Send a Thank You Email via Gmail When Payment is Made with Stripe

By utilizing this flow, you can automatically send a thank you email to the customer using Gmail once the payment is completed with Stripe. This allows the customer to confirm that the payment has been completed, which can help improve trust and relationships.

3. Register customer information in Stripe when a row is added in Google Sheets

When customer information is entered into Google Sheets, it is automatically reflected in Stripe. This reduces the need for manual data entry, allowing you to allocate the saved time to other tasks. Additionally, reducing manual input is expected to help prevent input errors.

Additionally, if you want to check templates using Salesforce, Stripe, and LINE Official Account, please visit the following site.

List of Flowbot Templates Using Salesforce
List of Flowbot Templates Using Stripe
List of Flowbot Templates Using LINE Official Account

Summary

By integrating Salesforce and Stripe and sending payment links via LINE Official Account, you can expect to improve operational efficiency and speed up customer response! There are many benefits for companies, such as centralized management of customer information, visualization of payment progress, and providing flexible payment methods. This allows operators of online shops and subscription-based businesses to enhance customer satisfaction while smoothly conducting operations. If you are interested in this integration, please give it a try.