Integrate Stripe to Salesforce
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.
Integrate Stripe to Salesforce
Popular Use Cases
Xplenty can extract any data that you need from Stripe. Here are some of our most popular use cases:
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.
Popular Use Cases
Xplenty can extract any data that you need from Salesforce. Here are some of our most popular use cases:
Track valuable lead information like who your leads are, their contact information, where they were first met and their contact status.
Store a contact’s name, mailing address and email, along with the date they were last contacted and the date they should be contacted again.
Create an 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 an 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 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. 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 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.
Create 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.
Product Development Associate, Pack Health
Xplenty’s Salesforce integration has allowed our analysts to clean and transform our Salesforce data in a repeatable, easy-to-modify way. It lets us spend more time learning from our data instead of working on it.
Why Our Customers Choose Xplenty
We take ownership of your data pipelines. That means that our platform will ensure that your data continues to flow and that your pipelines won’t break - and, if they do break, it’s our problem, not yours. So rest easy knowing that Xplenty has got you covered.
Xplenty offers you full flexibility when it comes to how much control you have over the process of data integration. That means that you choose exactly what data will be delivered, how it’s going to be delivered, and when.
Ease of Use
You don’t have to be tech-savvy to use Xplenty. There’s no code, no engineering and no need to worry about messing up your data delivery.
Data integration used to be the domain of IT, data developers and BI. Xplenty changes all of this, allowing every team within a company - marketing, sales, product, finance, HR, etc. - to use the platform to power their analytics and gain important business insights.