Integrate Stripe with Salesforce to Manage Payments and Subscriptions
Monitor your Stripe activity, automatically create tasks in Salesforce, and auto-resolve tasks once the issue is fixed. Proactively manage your Stripe payments, subscriptions, frauds and dispute.
Get Started with Pre-built Stripe <> Salesforce Workflows
Maintain Salesforce tasks for canceled subscriptions in Stripe.
Manage Salesforce tasks for failed dispute settlements in Stripe.
Update Salesforce tasks for failed invoice payments in Stripe.
Document Salesforce tasks for fraud warnings in Stripe.
Record Salesforce tasks for new disputes in Stripe.
Create Salesforce tasks for new refunds in Stripe.
Document Salesforce tasks for new subscriptions in Stripe.
Manage Salesforce tasks for payment failures in Stripe.
Update Salesforce tasks for payment status updates in Stripe.
Create Salesforce tasks for update subscriptions in Stripe.
Setup Stripe Salesforce workflows via Automation and Alert Templates
Monitor and manage your Stripe payments, subscriptions, frauds, disputes, etc. in Salesforce
30+ templates for popular Stripe use cases
No code templates to create Salesforce tasks based on Stripe actions
Get started without engineering dependency
SQL Query for complex use cases
Customize any business logic however you wish
Create Salesforce tasks and collaborate on it through Locale
Auto-escalate and resolve issues proactively from any tool
Solve high-priority issues quickly and easily
Add custom status of tasks on Locale
Mark tasks as 'pending', 'reviewed', 'in progress' etc
Supercharge your workflows with custom actions and multiplayer assignment
Create action buttons for human input and approval
Use custom buttons like “approve”, “resolve”, "review" etc
Playbooks and multiplayer task assignment
Track actions by different team members
Basic automations not good enough? Check out our advanced features
Help your team manage high-priority items with our advanced features.
Convert Notifications to Tasks
Ensure that necessary action is taken
Optional SQL Editor
For cases that involve complex business logic
Action Buttons
Help your team take manual actions
Multi-Step Playbooks
Custom status to track progress on each action
3 Levels of Escalation
Ensure tasks are prioritized and done on time
Insights on Team Performance
Measure how your team is performing