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CRM Software
Alexandra Villa
Social Media Manager
Asked a question 3 years ago

How can CRM be integrated with payment gateways?

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Yousuf Youhana
Lead Software Developer

All leading CRM tools today provide payment gateway integration. The method by which this is done depends on the tool that you are using. This includes methods such as:

  • The CRM tool can have a dedicated application that managers credit card billing.
  • If a site already executes credit card processing and organizes a callback to Salesforce with a REST API call, users can send their customers a link where they can navigate to and enter their payment details.
  • Using third-party integration with gateways such as Stripe, GoCardless, Authorize, and Paypal.