- Payment Automation
- Payment Processing
- Payment to CRM Sync
Process payment form submissions and update crm records
Automatically process payment form submissions and update CRM records in one seamless workflow, ensuring real-time financial tracking and streamlined customer management. This integration eliminates manual data entry, reduces errors, and accelerates deal progression by instantly syncing payment details with CRM records. Businesses gain a unified source of truth for transactions and customer interactions, enabling faster follow-up and improved cash flow visibility.
Filter by common apps:
Razorpay
Jotform
Fello
LendingPad
Paperform
Stripe
Formatter by Zapier
HubSpot
Xero
LeadConnector
Filter by Zapier
Webhooks by Zapier
Urable
Square
QuickBooks Online
ablefy
Delay by Zapier
- Create a new Jotform submission when Razorpay captures a payment
- Create or update loan records in LendingPad from Fello form submissions
Create or update loan records in LendingPad from Fello form submissions
- Update customer information in Stripe when receiving new form submissions from Paperform
Update customer information in Stripe when receiving new form submissions from Paperform
- Process payment data, format phone number, find or create contact in HubSpot, and update details
Process payment data, format phone number, find or create contact in HubSpot, and update details
- Receive new payments, send invoices via email, and update contacts in LeadConnector
Receive new payments, send invoices via email, and update contacts in LeadConnector
- Capture payment in Razorpay, filter transactions, and create form submission in HubSpot
Capture payment in Razorpay, filter transactions, and create form submission in HubSpot
- Update or create customer records in Urable and Square from new website form submissions
Update or create customer records in Urable and Square from new website form submissions
- Process new Jotform submissions, find or create vendor in QuickBooks Online, and create bills
Process new Jotform submissions, find or create vendor in QuickBooks Online, and create bills
- Trigger initial payment in Ablefy, delay, find deal in HubSpot, and update deal
Trigger initial payment in Ablefy, delay, find deal in HubSpot, and update deal
