An automated workflow using integromat
Connects Stripe + Salesforce
Create opportunities in Salesforce from new Stripe charges
About this workflow template
This automation scenario allows you to connect Stripe and Salesforce
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Stripe and Salesforce can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Stripe
Watch Events in Stripe
Triggers when a given event occurs.
Then this action happens in Salesforce
Create a Record in an Object in Salesforce
Creates a new record in an object.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create opportunities in Salesforce from new Stripe charges.
Part I
Configure Applications
First, we need to connect Stripe and Salesforce to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Stripe to Make.com.
Give Make.com access to your Stripe account, using Stripe credentials.
Connect Salesforce to Make.com.
Give Make.com access to your Salesforce account, using Salesforce credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Stripe
Choose the following trigger: Watch Events (Triggers when a given event occurs.).
Then set up an Action for Salesforce
Choose this action: Create a Record in an Object (Creates a new record in an object.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Stripe and Salesforce.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create opportunities in Salesforce from new Stripe charges!
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Apps you need
Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.
Salesforce alternatives
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
