Integration

Process Payments and Manage Subscriptions with Stripe

Integrate Stripe with AutomateNexus CRM to handle payments, subscriptions, and revenue tracking in one platform.

Overview

The Stripe integration turns AutomateNexus CRM into a complete revenue platform. Process one-time payments, manage recurring subscriptions, handle free trials, and track revenue metrics directly in your CRM. For agencies using the white-label platform, Stripe Connect enables sub-accounts for each client.

Key Features

Subscription Management

Create, update, and cancel subscriptions directly from CRM deal records.

Payment Links

Generate Stripe payment links and embed them in CRM emails and proposals.

Revenue Dashboard

Track MRR, churn rate, and lifetime value alongside your CRM pipeline metrics.

Stripe Connect

Enable white-label payment processing with sub-accounts for agency clients.

Coupon Management

Create and apply discount codes to subscriptions from within the CRM.

Invoice Sync

Automatically sync Stripe invoices to contact records in AutomateNexus CRM.

Use Cases

Create subscriptions when deals close and track payment status on deal records

Send payment links in follow-up emails to speed up the closing process

Monitor MRR and churn alongside sales pipeline metrics in a unified dashboard

Set up white-label billing for agency clients using Stripe Connect sub-accounts

Automate dunning workflows for failed payments with CRM task creation

How to Set Up

Go to Settings > Integrations > Stripe in AutomateNexus CRM.

Click 'Connect with Stripe' and sign in to your Stripe account.

Select the Stripe account to connect (or create a new one).

Configure product and pricing mappings between CRM plans and Stripe products.

Enable webhook events for real-time payment status updates in the CRM.

Frequently Asked Questions

Can I use Stripe Connect for white-label billing?+

Yes. The Agency plan supports Stripe Connect, allowing you to create sub-accounts for each white-label client with separate payment processing.

What payment methods are supported?+

All payment methods supported by your Stripe account work with AutomateNexus CRM, including credit cards, ACH, SEPA, and more.

Are there additional fees for the Stripe integration?+

AutomateNexus CRM does not charge additional fees for the Stripe integration. Standard Stripe processing fees apply to transactions.

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