Integrations - How To Integrate Stripe

In order 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 a 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 https://dashboard.stripe.com/register, and follow the onscreen instructions to create your Stripe account.

Verify Your Email Address

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

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