Redtail CRM + Stripe
Log new Stripe payments by creating activities in Redtail CRM
Easily keep track of your Stripe transactions in Redtail CRM with this automation. Whenever a new payment is received in Stripe, an activity is created in Redtail CRM. This ensures your CRM is always up-to-date with the latest financial data, allowing you to manage customer relationships more efficiently.
Easily keep track of your Stripe transactions in Redtail CRM with this automation. Whenever a new payment is received in Stripe, an activity is created in Redtail CRM. This ensures your CRM is always up-to-date with the latest financial data, allowing you to manage customer relationships more efficiently.
- When this happens...New Payment
Triggers when a new payment is completed.
- automatically do this!Create Activity
Creates a new activity in your database.
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About Redtail CRM
Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Stripe
Stripe is a developer-friendly way to accept payments online and in mobile apps. Stripe's suite of APIs powers commerce for thousands of companies of all sizes, processing billions of dollars for businesses each year.