Accept payments with Stripe
Connect Stripe to sell products, send invoices, and track payments inside your CRM.
Your CRM uses Stripe to take payments, so you can sell products, invoice contacts, and keep revenue tracked in one place.
Connect Stripe
In settings, connect your Stripe account (Stripe Connect). Once linked, your CRM can create payment links, charge for products, and record what comes in. See Connect integrations and Manage your team, roles & settings.
Sell products and send invoices
Open Payments, which is organized into tabs:
- Products & Services, the items or services you sell
- Invoices, bills you send to contacts, each with a Stripe payment link
- Processed Payments, payments that have come in
Create a product, then send an invoice to a contact. They pay through the Stripe-hosted link, and your CRM records the payment automatically.
Track and reconcile
The Processed Payments tab shows your payments, including any refunds and subscription charges. A paid invoice can trigger automations, for example, granting course access or tagging the customer. Payment revenue also rolls up into your reports.