CRM Integrations
Payments tied to the customer record, not to a stand-alone terminal.
Integrated payments across Salesforce, HubSpot, Zoho, Dynamics CRM, and custom CRMs so payment history lives on the customer record where sales and success already work.
What this integration does
- Captures payments directly from CRM records without leaving the app.
- Stores tokenized cards on file against the customer for future charges.
- Syncs invoices, subscriptions, and payment history into the timeline.
Problems it solves
- Payment status invisible to sales and account teams.
- Duplicate customer records across CRM and billing.
- No context on payment failures during retention conversations.
- Sales and finance disagreeing on 'what the customer owes'.
Typical data flow
- 1Customer created or updated in CRM.
- 2Payment or subscription created against the CRM record.
- 3Auth, capture, refund, and chargeback events post back to the timeline.
- 4Retention alerts trigger on failed or aging payments.
Business benefits
- Sales and success see payment context in real time.
- Fewer duplicate records and cleaner reporting.
- Better retention conversations on failed payments.
- One record of truth across sales and finance.
Implementation Process
- 1
CRM Data Model Review
We map objects, fields, and permissions for payment data.
- 2
Connect Payment Layer
We link gateway tokens and events to the CRM record.
- 3
Enable Workflows
Alerts, tasks, and playbooks fire on payment events.
Compatibility
- • Salesforce (managed packages and custom integration).
- • HubSpot, Zoho, Pipedrive, and Dynamics 365.
- • Custom CRMs via REST APIs and webhooks.
Security considerations
- • Tokenized cards-on-file, never raw PAN, on CRM records.
- • Role-based visibility on payment fields and actions.
- • Audit trail on every payment action initiated from the CRM.
Related services
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Related case studies
All case studies →Retention lift on failed-payment saves.
Frequently asked questions
Which CRMs do you support?+
Salesforce, HubSpot, Dynamics, Zoho, Pipedrive, and custom CRMs via API.
Can reps charge saved cards?+
Yes, with permissions and audit trail — or you can restrict actions to finance.
Where do tokens live?+
In the payment gateway vault. The CRM stores only the token reference.
Can we run subscription upgrades from the CRM?+
Yes — plan changes and proration are supported via the CRM record.
Book an integration consultation
Tell us about your current stack — we'll return a written integration plan with scope, timing, and next steps.
Ready to see what your setup could look like?
Book a working session focused on crm integrations. Clear recommendations, no obligation.
- • 150+ software platforms reviewed
- • 1,500+ merchant environments evaluated
- • Under 24-hour average response time
- • 7–14 business day onboarding