Integrate Salesforce with Stripe
Salesforce is a CRM service that provides access to all sorts of useful data by logging and collecting customer interactions, regardless of where they take place. Whether it’s a phone call, a website transaction, or a post on social media, Salesforce can offer instant customer data, which allows for faster, more informed decisions when running a business.
Stripe is a SaaS payment management tool. It is built to be an all-in-one payment solution for any business, whether that business offers an on-demand service, traditional product sales, or subscription-based services. Stripe’s tools are designed to help users with a variety of tasks related to running those businesses, including: issuing refunds, processing orders, and managing different subscriptions.
Popular Use Cases
Bring all your Salesforce data to Amazon Redshift
Load your Salesforce data to Google BigQuery
ETL all your Salesforce data to Snowflake
Move your Salesforce data to MySQL
Bring all your Stripe data to Amazon Redshift
Load your Stripe data to Google BigQuery
ETL all your Stripe data to Snowflake
Move your Stripe data to MySQL
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Salesforce's End Points
Track valuable Salesforce lead information like who your leads are, their contact information, where they were first met and their contact status.
Store a Salesforce contact’s name, mailing address and email, along with the date they were last contacted and the date they should be contacted again.
Create a Salesforce account for any business or person that it may be useful to track. hen, use that account number to integrate and track any other important information associated with that account holder.
Create a Salesforce opportunity when there is a sale - or a potential sale - by one of your accounts. Then, connect them to leads, contacts, and accounts to provide analysis for how profitable certain business ventures and campaigns are.
Track a product’s name, description and category. Then, use a Salesforce product code to search for the product internally, track its progress, or incorporate new data regarding the product.
Track things like the budgeted cost and the actual cost of a campaign in Salesforce. Then, access fields - like how many leads were converted, new opportunities, expected revenue, etc. - that help you track how effective the campaign was.
Schedule events in Salesforce that are designed to help a business develop customer relationships and keep track of logistical data. You can also track if this event is related to a specific lead, contact, or opportunity.
Salesforce Custom Objects
Create Salesforce custom objects specific to your company’s needs that better manage what types of data you collect from your interactions and data sources. You can either create a wholly new custom object in which you define all the parameters, or you can customize a standard object to better fit your needs.
Stripe's End Points
Retrieve data from all your customer transactions, which provides basic details about the customer, such as their name, address, and email, in addition to data about the charge itself, such as if it was accepted, disputed, refunded, etc.
View or create data about new and existing customers, which allows you to track recurring charges, subscriptions, and multiple purchases. This can, in turn, help you to monitor a customer’s transaction history throughout their lifecycle with your company.
Retrieve any automatically recorded event that occurs on your account, whether it’s a charge, subscription, failed invoice payment, or anything else of note. This allows you to have current, up-to-date data about what is happening on your account at any given moment.
Monitor an invoice, which is created as part of a recurring payment on Stripe. This returns data on the charged amount, whether the invoice was successful, how many attempts the invoice has made to collect the money, and which subscriptions are linked to that invoice, if applicable.
Collect data on different subscription plans that you have, which includes the cost of the plan, how and when it is billed, and the plan’s trial period. You can then integrate the plan data with your subscription or customer data to get a deeper view of the sales performance of various plans.
Track which clients are subscribed to which plans, as well as when they subscribed, when they canceled, and how many users they are subscribed with. This field also allows you to track charges associated with those subscriptions so that you can monitor the revenue they generate.