In the Integrations section of the Payments tab, you can connect and manage your payment accounts to charge customers and receive payments directly within your CRM. Let’s walk through this tab so you know how to leverage it for your business.

Accessing Payment Integrations #

You can open the Payment Integrations window by clicking the Integrations option at the upper right-hand section of the Payments tab.

Payment Integrations is divided into three sections:

• The standard provider to be used for payment collection.
• Integrated payment providers besides the default.
• Other available providers for integration.

If the headings are out of view, you can identify integrated payment providers by the Manage button, and available providers by the Connect button.

Now that you understand how the Payment Integration tab works, let’s explore each provider.

Square #

Integrating Square streamlines payment management and enhances business operations by enabling efficient processing of one-time and subscription payments, simplifying product and order management, and providing detailed financial tracking. With built-in compatibility for automated workflows like invoicing and payment reminders, the integration reduces manual tasks while offering a comprehensive view of transactions for improved efficiency and organization.

Manual Payment Methods #

If you collect payments via cash, checks, or other custom payment methods, the Manual Payment Methods feature is for you. With a few simple setup steps, you can record your transactions with ease.

Stripe #

Stripe is a global payment processing platform that enables businesses to accept and manage online and in-person payments. It is widely used because it combines developer-friendly APIs with a broad set of tools for handling transactions, subscriptions, and financial operations. You can also use this integration to send payouts and manage your stores, funnels, websites, paid calendars, and more.

PayPal #

Do you currently accept payments using PayPal? Take advantage of connecting your PayPal account to your CRM. Visit the Integration section to access the payment credentials used to authenticate and permit payment data flows between your CRM and PayPal.

Authorize.net #

Authorize.Net is an online payment service that offers comprehensive security measures for users and businesses of all sizes, ensuring strong protection of sensitive data and reliable uptime when handling transactions. It also provides features like recurring billing solutions for merchants offering subscription services, mobile compatibility, and integration options with popular e-commerce platforms. These features work together to provide a seamless payment processing experience.

Network Merchants Inc. (NMI) #

NMI (Network Merchants Inc.) is a well-known payment gateway service provider that offers a variety of solutions for businesses to process online transactions securely and efficiently. NMI’s payment gateway allows merchants to accept credit card and eCheck payments from their customers through multiple channels, including websites, mobile apps, and in-person point-of-sale systems.

Razorpay #

Razorpay is an India-based payment gateway and processing platform that enables businesses to accept payments via cards, UPI, net banking, wallets, EMI, and international methods. It offers subscription billing, hosted checkout, payment links, and RazorpayX for payouts. Designed for Indian merchants, it combines payment processing with banking and fintech services, making it a comprehensive solution for online and offline transactions.

If these providers suit your needs, go ahead and connect them. Otherwise, you can use the search functionality to locate and install other options.

By connecting the right payment providers in your CRM, you can streamline transactions, automate billing, and manage payouts, all from one place. Whether you need global solutions like Stripe and PayPal, region-specific options like Razorpay, or manual payment tracking, the Integrations section equips you with flexible tools to fit your business model. With everything set up, you will be ready to process payments efficiently and keep your operations running smoothly.

Frequently Asked Questions #

How do I access the Payment Integrations window? #

Click the Integrations option in the upper right-hand section of the Payments tab to open the Payment Integrations window.

Which payment providers can I connect? #

You can connect Square, Stripe, PayPal, Authorize.Net, NMI (Network Merchants Inc.), and Razorpay, plus other providers found through the search function. Manual Payment Methods are also available for cash and checks.

How do I tell which providers are already integrated? #

Integrated providers display a Manage button, while available providers that are not yet connected display a Connect button.

Can I record cash or check payments in the CRM? #

Yes. Use the Manual Payment Methods feature to record transactions paid by cash, check, or other custom methods.

Is there a region-specific payment option? #

Yes. Razorpay is designed for Indian merchants and supports cards, UPI, net banking, wallets, EMI, and international payment methods.

What can I do once a payment provider is connected? #

You can process one-time and subscription payments, automate billing and invoicing, manage payouts, and track transactions for your stores, funnels, websites, and paid calendars from one place.