How To Set Up Stripe Integration

To enable direct payment for your products and services through your CRM system, you'll need to integrate your Stripe account. This feature is a valuable addition to help streamline your business operations. By connecting Stripe, you'll be able to:

• Set up products within funnels

• Send a payment link via SMS using the ‘text 2 pay’ feature

• Generate and send invoices

Follow the steps outlined below to create and connect your Stripe account seamlessly.

Step 1: Set Up Your Stripe Account

Begin by navigating to the "Integration" section located under the "Payment" category in your CRM. Click on the “Connect with Stripe” button to initiate the setup process.

Step 2: Enter Email and Password

Provide your email address and hit "Continue." You’ll then be prompted to create a password. Once done, click "Continue" again to proceed.

Step 3: Secure Your Account with Mobile Authentication

Input your mobile number to enhance account security. You'll need to verify your phone number. Alternatively, you can use an authenticator app or a security key for extra protection.

Once your phone number is verified, you’ll receive an emergency backup code. Download or copy this code and save it in a secure location in case you lose access to your device.

Step 4: Provide Personal, Business, and Bank Information

Complete the form with your personal information to verify your identity. Next, provide a brief overview of your business. Link your bank account to facilitate seamless payouts, which are transfers of funds from Stripe to your bank.

Step 5: Confirm Your Email Address

After filling out all the required information, you'll be prompted to verify your email address to complete the process.

By following these steps, you’ll successfully integrate your Stripe account with your CRM and be ready to manage payments efficiently.