Stripe
Salesforce
integromat

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.

Stripe and Salesforce can also be integrated using automation tools other than integromat:

Diagram

Create opportunities in Salesforce from new Stripe charges
Workflow diagram: Stripe + Salesforce integration

How it works?

When this trigger fires in Stripe

Stripe

Watch Events in Stripe

Triggers when a given event occurs.

Then this action happens in Salesforce

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.

    Create Make.com account if you don't have one.

  • Connect Stripe to Make.com.

    Connect Stripe to Make.com.

    Give Make.com access to your Stripe account, using Stripe credentials.

  • Connect Salesforce to Make.com.

    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

    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

    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

    Customize data flow

    Configure the data that is exchanged between Stripe and Salesforce.

  • Test the workflow and turn it on for production use

    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!

Supported triggers and actions

  • Stripe

    New custom webhook events

    New custom webhook events

    pipedream
    triggerbypipedream
  • Stripe

    New customer

    Triggers when a new customer is added.

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • Stripe

    New payment

    Triggers when a new payment is completed.

    zapier
    triggerbyzapier
  • Stripe

    New charge

    Triggers when someone's credit card is charged.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Stripe

    New subscription

    Triggers when a new Subscription is Created

    automateiozapierpabbly-connect
    triggerbyautomateiozapierpabbly-connect
  • Stripe

    Checkout session completed

    Triggers when a checkout session is completed.

    zapier
    triggerbyzapier
  • Salesforce

    Create record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Salesforce

    Create lead

    Creates a new lead in Salesforce.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Salesforce

    Update record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Salesforce

    Create contact

    Creates a new contact in Salesforce.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Salesforce

    Add lead to campaign

    Adds an existing lead to an existing campaign.

    zapierintegrately
    actionbyzapierintegrately
  • Salesforce

    Find record

    Finds a record of a specified Salesforce object by up to two fields and values you choose.

    zapier
    actionbyzapier

Apps you need

Salesforce

Salesforce

CRM

Enterprise cloud CRM platform

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.

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

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.