How we Integrated Stripe Module and Perfex CRM

I wanted another dress for a work party only a few days ago. I went to a web-based store, went through the list, and picked something overall quite paid for it on the web. Following a couple of days, it was conveyed to my doorstep! As a purchaser, I didn’t need to make the slightest effort, indeed, but to look at the inventory and approve the exchange.

This degree of comfort that businesses offer their customers is presently a standard. Businesses offer their customers ideal comfort from requesting clinical supplies to building materials and office supplies.

With installment doors like the Stripe module, businesses can ensure their customers the security of their subtleties.

Take a wellness club, for example, the customer would sign into the site/application of the wellness club, enter their subtleties, pick a solution or coach and afterward pay. The mentors would then contact the recently enlisted individuals and award them access physically, to certain gatherings. At the point when the mentor makes new materials, he/she would need to email them either to every one of their understudies or to an informal community bunch.

(P.S We composed an article on the most proficient method to build up forward momentum to a wellness organization and increment benefits with Perfex CRM.)

Consider the possibility that we could mechanize this interaction by coordinating the Perfex CRM entryway with the wellness school’s installed door.

Stripe and Perfex CRM Integration

MY PERFEX CRM as of late incorporated Perfex CRM and Stripe Module for a customer.

1. Our customer never again needs to stress over giving customers admittance to items or gatherings physically, since they get it Consequently when they make an installment on stripe. Stripe installment/charging status is shown on Perfex CRM
2. Whenever somebody pays for a membership anticipate Stripe Module, another Perfex CRM outside customer is made consequently. Along these lines, he has every one of his leads and customers in a single spot. He can send them customized messages, messages, and calls, from Perfex CRM and everything is saved.

For this integration, we composed a PHP script, which we put on our customer’s server. The server has support for Apache PHP and CRON innovation.

How we duplicate contacts from Stripe to Perfex CRM

Before duplicating contacts from Stripe to Perfex CRM, our content checks the uniqueness of contacts in the Stripe Module. This is to try not to make copies of a contact that as of now exists in Perfex CRM, even though a couple of subtleties may be unique. Our content looks at that

1. the customer’s email is attached to Just a single record
2. they have Just a single dynamic membership plan.

In Perfex CRM, before making/refreshing data (accounts), our content makes sure that the accompanying circumstances are met:

1. that a current contact has Just a single email in the Email field
2. and that the email is attached to Just a single contact

All the more put, the content

1. gets customers’ membership data from Stripe
2. gets contacts data Perfex CRM
3. compares data from Stripe and Perfex CRM to check whether there are contacts in Stripe that don’t exist in Perfex CRM
4. if there are contacts in Stripe that don’t exist in Perfex CRM, duplicate the contact to Perfex CRM and sync membership and access data.
5. Update and show new contact with their membership status in Perfex CRM

More about our Perfex CRM and Stripe system execution

Our content likewise thinks about each conceivable struggle circumstance. For instance, when there are copies of a similar contact, our content just duplicates one to Perfex CRM and composes the other to a log record.

No new fastens are made in Perfex CRM, there’s no requirement for customers to tap on anything. The entire interaction is programmed.

The ongoing integration is “One-way” – information must be replicated from Stripe to Perfex CRM, yet not from Perfex CRM Software to Stripe Module. We are anticipating the following phase of the undertaking (two-way integration and adding more highlights).

We are focused on making businesses more productive by assisting them with taking full advantage of their Perfex CRM.

Last Word

MY PERFEX CRM has practical experience in Perfex CRM customizations and integrations. We are gold-guaranteed accomplices of Perfex CRM. and have been in the market since 2015.

We can help you

1. sync and coordinate all your business systems (bookkeeping, the executives, charging, finance, and so on) with your Perfex CRM gateway so you can deal with your business through one system
2. save time and cash via robotizing your business processes
3. customize your Perfex CRM entrance to meet your organization’s requirements
4. and substantially more