Stripe + Salesforce integrationStripe payments on the Salesforce Opportunity
Payments happen in Stripe, but your team works deals in Salesforce. We connect them both ways, so payment status and history show on the Opportunity, and payments started in Salesforce reach Stripe with the right customer and description.
- Stripe payment status and full payment history in Salesforce
- One-time and recurring payments tied to the Opportunity
- Customers, payment descriptions and ACH payments sent from Salesforce to Stripe
900+ integrations completed · Salesforce partner · We sign BAAs
- • Payment status
- • Payment history
- • Refunds
- • Failed payments
- • Customer
- • Payment description
- • ACH payments
Deals in one system, money in another
Without an integration, someone checks Stripe to see if a deal was paid and types it into Salesforce. Payment status goes stale, refunds and failed payments are missed, and reports on collections are built on manual entry.
What it does
What the Stripe + Salesforce integration handles
Built on the Opportunity
Stripe is connected to the Salesforce Opportunity, so each deal shows what was paid against it.
Payment status in Salesforce
The Stripe payment status is written back to Salesforce, so your team sees paid, failed or refunded without opening Stripe.
Full payment history
Past Stripe payments pulled into Salesforce, so the record shows the whole history, not just new payments.
Payments started in Salesforce
The customer and the payment description entered in Salesforce are sent to Stripe, including ACH payments.
Failed payment alerts
A notification when a Stripe payment fails, so someone can follow up.
Reports and dashboards
One-time and recurring payments in Salesforce reports, to track collections and outstanding balances.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect Stripe to Salesforce.
AimingThe real thing
Payments and refunds, visible in Salesforce
Screenshots from a live Salesforce payments build. Here, payments and refunds sync in from the client’s case management system; the same idea applies to any payment platform. Every customer name is replaced.
- 1Payment data on the record
Payment status, last payment, initial payment, gross sale, total paid, percent paid and balance, synced onto the opportunity, including refunds.
- 2Refunds at a glance
A stage indicator on every opportunity: won, lost to a full refund, or won with a partial refund.
- 3Full refund, flagged
When a payment is fully refunded, the stage moves to Closed Lost – Full Refund and the record says so in a banner.
- 4Partial refund, flagged
A partial refund keeps the deal won, marked Closed Won – Partial Refund, so revenue reports stay accurate.
The real thing
Payment plans and card details, built into Salesforce
From the same live build: a payment plan builder and an optional card authorization on the engagement letter, with checks that catch bad card details before anything is sent.
- 1Auto scheduler
Pick a start date, weekly or monthly, and the number of payments (up to 40). The balance is split evenly, with the last payment absorbing the rounding.
- 2An editable payment schedule
Every scheduled payment listed with its date and amount. Add or remove payments, and the total scheduled is checked against the fee so the balance lands at zero.
- 3Card authorization, handled carefully
Credit card or bank deposit. Card details are optional, saved only on the engagement letter with access restricted, the CVV is never stored, and card data is erased with one click or automatically once the document is sent for signature.
- 4Errors caught as you type
Invalid card numbers, expired dates and a CVV with the wrong number of digits are flagged before anything is saved or sent.
Data that flows
Stripe + Salesforce integration: both directions, field by field
- Payment statusWritten to the Opportunity
- Payment historyOne-time and recurring payments, including past ones
- Refunds
- Failed paymentsWith a notification
- CustomerMatched so the same customer is not created twice
- Payment descriptionAs entered in Salesforce
- ACH payments
See your own Stripe + Salesforce map
A free call maps your fields and data flow, so you see exactly what the integration would do before anything is built.
Built for real life
Stripe + Salesforce integration: the hard parts, already solved
Duplicate customers
Salesforce matched to the existing Stripe customer, so records are not duplicated in Stripe.
Refunds
Refunds in Stripe reflected in Salesforce, so the deal shows what was kept.
Webhook problems
Stripe webhook delivery issues found and fixed, so payments do not stop syncing without anyone noticing.
What clients say
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
How the Stripe + Salesforce integration goes live
- 1
Free call
We look at how leads come in today and what you need to see, and where.
- 2
Mapping
Which payment fields and records carry over, agreed before anything is set up.
- 3
Set up and test
Configured and tested with test payments before it touches real ones.
- 4
Go live
Running in the background, with support if anything changes.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Who the Stripe + Salesforce integration is for
- Teams taking payments in Stripe and managing deals in Salesforce
- Finance teams that need payment status without logging into Stripe
- Teams sending ACH or card payments from Salesforce
Stripe + Salesforce integration FAQ
Does it work both ways?
Yes. Payment status and history come from Stripe into Salesforce, and customers, payment descriptions and ACH payments go from Salesforce to Stripe.
Can we see payments made before the integration?
Yes. The full Stripe payment history can be pulled into Salesforce.
We already use Stripe with Salesforce and it has errors. Can you fix it?
Yes. We have fixed Stripe sync errors, webhook delivery issues and duplicate customers created from Salesforce.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.