Integrations

Payments (Integrations)

This section is where you will connect your Stripe and PayPal accounts in order to be able to charge customers and collect payments directly in your CRM!

NOTE: Depending on your user permissions, you may not have access to all of the components.

PayPal Integration

If you currently accept payments using PayPal, you will be able to connect your PayPal account here.

You can easily switch from "sandbox" mode to "live" mode with the click of a button.

Live Mode

Use "live" mode when you're ready to start accepting real transactions from customers.

Live Client ID

Enter your PayPal client ID here. If you are unfamiliar with where to find your client ID, you can do a quick Google search or ask your CRM administrator.

Live Secret ID

Enter your PayPal secret ID here. If you are unfamiliar with where to find your secret ID, you can do a quick Google search or ask your CRM administrator.

Save Your Info

After you have added your information, make sure to save it before moving forward!

Sandbox Mode

Use "sandbox" mode when testing new products so you don't charge yourself by accident.

Stripe Integration

If you currently accept payments using Stripe, you will be able to connect your account here.

You can also see whether "live" mode and "test" mode are enabled.

Stripe Live Mode

Use "live" mode when you're ready to start accepting real transactions from customers.

Stripe Test Mode

Use "test" mode when testing new products so you don't charge yourself by accident.

Google + Apple Pay

When you toggle this on, allow Apple Pay and Google Pay as payment methods using Stripe on 1-step and 2-step order forms along with one-click upsells. This change is only applicable to only the funnels version 2 of 1-step and 2-step order forms. If you are using a version 1 funnel, please upgrade to version 2.

This will not change the capturing of transactions and orders submitted and all the payments made through Apple Pay or Google Pay will be visible under the Orders and Transactions table

Connect or Disconnect Stripe

If you do not already have Stripe connected, you can use this button to set it up.

If you are already connected and would like to disconnect your account, you can also use this button to disconnect your account.

Click the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!