- Payment Automation
- Payment Management
- Sync payments to CRM
Update payment records in a crm system when a new payment is received
This automation automatically syncs new payment events into your CRM system, ensuring all customer financial data is accurately recorded and up to date. By eliminating manual entry, it reduces errors and frees up time for more strategic tasks. As a result, teams gain real-time visibility into payment status, streamline financial workflows, and improve customer relationship management.
Filter by common apps:
GoCardless
Webhooks by Zapier
Zoho CRM
Square
Salesforce
Stripe
HubSpot
Thryv
NetHunt CRM
MySQL
Pipedrive
QuickBooks Online
Formatter by Zapier
Delay by Zapier
Kajabi
LeadConnector
- Create and update customer records in Zoho CRM from GoCardless payment approval
- Create payment transaction record in Salesforce from new Square order, and find customer by ID
Create payment transaction record in Salesforce from new Square order, and find customer by ID
- Create engagement and update contact in HubSpot from Stripe payment completion
Create engagement and update contact in HubSpot from Stripe payment completion
- Create a new deal in HubSpot for each new payment in Thryv
Create a new deal in HubSpot for each new payment in Thryv
- Capture Customer Payment Details in NetHunt CRM Automatically with Stripe
Capture Customer Payment Details in NetHunt CRM Automatically with Stripe
- Stay Updated: Automatically Create a Note in Pipedrive When a New First Payment is Detected in MySQL
Stay Updated: Automatically Create a Note in Pipedrive When a New First Payment is Detected in MySQL
- Stay Updated: Automatically Sync Project Info in Your Management System When Payments Are Received in QuickBooks Online
Stay Updated: Automatically Sync Project Info in Your Management System When Payments Are Received in QuickBooks Online
- Stay Organized: Automatically Update Contacts and Opportunities in LeadConnector with New Payments from Kajabi
Stay Organized: Automatically Update Contacts and Opportunities in LeadConnector with New Payments from Kajabi
- Capture Every Payment: Automatically Log New Payments from QuickBooks Online into Zoho CRM
Capture Every Payment: Automatically Log New Payments from QuickBooks Online into Zoho CRM
