Connect Salesforce and Stripe to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Salesforce to Stripe with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Salesforce with Stripe - 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 "New Case Attachment" from Salesforce.
Add your action
An action happens after the trigger—such as "Cancel Subscription" in Stripe.
You’re connected!
Zapier seamlessly connects Salesforce and Stripe, automating your workflow.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Frequently Asked Questions about Salesforce + Stripe integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Stripe
How do I connect Salesforce with Stripe?
To connect Salesforce with Stripe, you can use our automation platform as a bridge. You’ll need to create a Zap that triggers on an event in Salesforce, like a new lead or opportunity, and sets an action in Stripe, such as creating a customer or adding them to a subscription. First, ensure both your Salesforce and Stripe accounts are connected under 'My Apps.'
What types of triggers can I use for the integration?
We support various triggers from Salesforce that can initiate actions in Stripe. Common triggers include new leads, updated opportunities, or status changes within your CRM. These events can automatically start processes like creating customers or processing payments in Stripe.
Can I automate payment processing between Salesforce and Stripe?
Yes, you can automate payment processing by setting up a trigger in Salesforce when an opportunity is marked as closed-won. This can automatically create a corresponding charge in Stripe.
Is it possible to update customer information simultaneously in both platforms?
Absolutely! When you update customer details in Salesforce, you can trigger an action to update the same information concurrently in Stripe using our system. This keeps data consistent across both platforms.
What actions are available for me to use within the integration?
Within the integration, we offer actions such as creating charges, adding customers to subscriptions, updating customer details, and managing invoices or refunds. These actions help streamline processes and reduce manual data entry.
Do I need any coding skills to set up the integration between these apps?
No coding skills are required! Our platform is designed for users without technical expertise. You simply need to create Zaps by selecting pre-defined triggers and actions through our user-friendly interface.
How secure is the data transfer between Salesforce and Stripe via your platform?
We prioritize security by employing encryption throughout data transfers between Salesforce and Stripe. Our platform adheres to industry-standard security protocols ensuring all interactions are safe and compliant with data protection regulations.
Practical ways you can use Salesforce and Stripe
Generate customer records when payments are made
When a new payment is completed in Stripe, Zapier creates or updates the corresponding customer record in Salesforce. This ensures that customer information is always up-to-date without manual input, making it easier to track customer activity and manage relationships.
Business Owner
Track failed payments in Salesforce
When a payment attempt fails in Stripe, Zapier creates a new record in Salesforce to log the incident, enabling transparency and better follow-up processes. This makes it easier to address errors and missed payments effectively in one centralized system.
ITAlign campaigns with new subscriptions
When a new subscription is created in Stripe, Zapier automatically adds the customer to a campaign in Salesforce. This ensures timely and relevant marketing follow-up, driving engagement and retention without any manual effort.
Marketing & Marketing OpsSupported 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.
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling
