概览
Native Stripe integration brings full payment visibility into KamoCRM. Customer payment methods, subscription status, one-time charges, invoicing, failed payment recovery, and dispute handling all surface on the CRM contact record. Sales, CS, and support teams see billing state without switching to the Stripe dashboard. Bidirectional sync means CRM-initiated subscriptions create in Stripe; Stripe payment events update CRM records.
常用案例
订阅收费可见度
参见客户订阅计划,MRR,下一张发票日期,以及每个客户记录的支付方法. CS团队可以在续约前发现有风险的账单.
一次性收款
Send a payment link from a deal or invoice directly via Stripe; customer pays and the payment logs to the CRM automatically.
追回付款失败
失败的支付事件触发了CRM工作流程:通知账户所有者,到收藏队列的路由,有更新卡链接的电子邮件客户端.
争端和收费处理
充值作为高优先罚单出现,且交易环境完整,可迅速作出反应.
运动自动化
Multi-step dunning sequences for past-due accounts with Stripe Smart Retries for card expiration recovery.
设置
- 1Navigate to Settings → Integrations → Stripe
- 2Click 'Connect Stripe' and authenticate with your Stripe account
- 3Select the Stripe account (if multi-account) and confirm webhook creation
- 4Map Stripe products to KamoCRM pricing or services (optional)
- 5配置失败的支付工作流程并调用缓冲
- 6用测试模式付款来验证同步
- 7验证时切换为活模式
什么数据同步
关于Stripe的问题
在免费计划中连接Stripe到KamoCRM. 无需信用卡.
免费开始