Integrations - How To Integrate Stripe

To charge for products and services directly in your CRM, you'll need to connect Stripe account. This is a great feature of the system to help you manage your business. Integrating a Stripe account will allow you to:

Configure products in funnels
Send a ‘text 2 pay’ link in an SMS message
Create Invoice

Check out the steps below to learn how to create and integrate your Stripe account.

Create a Stripe Account

Navigate to the Integration section under the Payment Category and select the “Connect with Stripe” button to get started.

Add Email and Password

Input your email and click Continue to enable you to add your password then click the Continue button to move to the next step.

Secure with Mobile Number

Add your phone number here to secure your account. You need to verify the mobile number. You can also use an Authenticator app or security key to secure your account

Once your account is secured, you'll receive this code to download or copy and save it somewhere as an emergency backup code in case your device gets lost or stolen before moving to the next step.

Personal, Business, and Bank Details

Fill out your personal details to verify your identity and keep your records safe. Write a brief description of your business. Link your account to seamlessly receive payouts and help us better understand your business. A payout is the transfer of funds from Stripe to your bank account.

Verify Your Email Address

Once you fill out your information, it will ask you to verify your Email Address.