In the Integrations section of the Payments tab, you can connect and manage your payment accounts to enable charging customers and receiving payments directly within your CRM. Let's walk through this tab so you can make the most of 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 whilst offering a comprehensive view of transactions for improved efficiency and organisation.
Manual Payment Methods
If you collect payments via cash, cheques, or other custom payment methods, the Manual Payment Methods feature is just for you. With a few simple steps to set it up, 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's 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? Connect your PayPal account to your CRM. Visit the Integration section to access payment credentials used to authenticate and give permission for 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 maximum protection of sensitive data and reliable uptime when handling transactions. It goes further with features like recurring billing solutions for merchants offering subscription services, mobile compatibility, and integration options with popular e-commerce platforms. All 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 find 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 gives you flexible tools to fit your business model. With everything set up, you'll be ready to process payments efficiently and keep your operations running smoothly.