Connect Salesforce to Stripe
Automate workflows between Salesforce and Stripe. No coding required.
The most-used recipe
Salesforce
CRM
DeskFerry agent
Create order when new contact created
Runs on its own
Stripe
Commerce
Popular workflows
What you can automate between Salesforce and Stripe
These are the most popular automations teams set up between Salesforce and Stripe. Each one runs automatically once activated — no manual steps.
Create order when new contact created
Generate a new order automatically when a new contact is added to your crm.
Create contact when new order placed
Add a new contact to your CRM automatically when a customer places a new order.
Sync Salesforce changes to Stripe
Keep Stripe updated when a new deal or opportunity is created.
How data flows
What syncs between Salesforce and Stripe
Customer and order data from Salesforce syncs to Stripe. Every purchase updates the contact record with order history and lifetime value.
Data from Salesforce
- Contacts
- Deals / opportunities
- Pipeline stages
- Notes
- Custom fields
Data from Stripe
- Orders
- Products
- Customer records
- Payment status
- Shipping details
Step-by-step guide
How to connect Salesforce to Stripe
Follow these steps to set up your integration. The entire process takes under 5 minutes.
What you'll need
- An active Salesforce account with API access enabled
- An active Stripe account
- A free DeskFerry account (sign up takes 30 seconds)
- Admin or API access in Salesforce to authorize the connection
- Step 01
Create your DeskFerry account
Sign up at deskferry.app — it takes 30 seconds and starts a 7-day free trial. You'll land on the dashboard where you can create your first workflow.
- Step 02
Authenticate Salesforce
Click "Add Connection" and select Salesforce from the app directory. You'll be redirected to Salesforce's authorization page. Grant DeskFerry read/write access to your contacts, deals, and pipeline data. You choose which objects the integration can access.
- Step 03
Authenticate Stripe
Same process for Stripe. Click "Add Connection," select Stripe, and authorize access. Grant DeskFerry access to your orders, products, and customer data. You choose which store data the integration can read.
- Step 04
Choose your trigger
Select what event starts the workflow. For this integration, popular triggers include: new contact created in salesforce or new order placed in stripe. The trigger fires automatically whenever that event happens — no manual intervention.
- Step 05
Configure the action
Define what happens when the trigger fires. For example: create order in stripe. Map the data fields between Salesforce and Stripe so the right information lands in the right place.
- Step 06
Test and activate
Run a test to confirm data flows correctly between Salesforce and Stripe. Check that the fields map as expected, then toggle the workflow on. It runs 24/7 from here — DeskFerry handles retries, error logging, and monitoring automatically.
Benefits
Why connect Salesforce and Stripe?
Manually moving data between Salesforce and Stripe is error-prone and eats into your team's productive hours. Connecting them through DeskFerry eliminates that overhead — events in one app trigger actions in the other automatically.
Tips
Tips for your Salesforce + Stripe integration
Get more out of this integration with these best practices.
Use cases
Who uses the Salesforce + Stripe integration?
Teams across industries connect Salesforce and Stripe to streamline their workflows.
Sales reps tracking deal progress who rely on Stripe for commerce
E-commerce operations who need real-time data from Salesforce
Sales teams and e-commerce operations collaborating across tools
FAQ
Frequently asked questions
How do I connect Salesforce to Stripe?
Sign up for a free DeskFerry account, then click "Add Connection" to authenticate both Salesforce and Stripe via OAuth. Choose a workflow template — like syncing crm events to commerce actions — customize the field mapping, and activate. The entire setup takes under 5 minutes.
What can I automate between Salesforce and Stripe?
You can automate a wide range of workflows: sync new Salesforce events to Stripe actions, trigger Stripe updates when Salesforce data changes, create Stripe records from Salesforce events, and build conditional workflows with filters and field mapping. Each workflow runs 24/7 with automatic retries.
Is the Salesforce and Stripe integration free?
DeskFerry's 7-day free trial is enough to prove the workflow out. If your Salesforce-to-Stripe workflows need more volume, paid plans start at $49/month with unlimited workflows and priority execution.
Is my Salesforce data secure when connected to Stripe?
Yes. DeskFerry uses OAuth 2.0 for authentication — we never store your Salesforce or Stripe passwords. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Your crm data is only accessed when a workflow runs, and you can revoke access at any time from your DeskFerry dashboard.
Can I sync data both ways between Salesforce and Stripe?
Yes. You can set up workflows that trigger from either Salesforce or Stripe. For example, create a workflow where Salesforce events update Stripe, and a separate one where Stripe changes sync back to Salesforce. Each direction is configured independently so you have full control.
Do I need technical skills to connect Salesforce and Stripe?
No coding is required. DeskFerry's builder is prompt-based: you describe the trigger and what should happen in plain English, and the agent handles the field mapping. If you can use Salesforce and Stripe, you can set up the integration. Most users are running their first workflow within 10 minutes.
Related connections
Similar integrations
Explore other popular connections with Salesforce and Stripe.
From the blog
Related articles
Deeper guides on automating these tools.
Automate Salesforce + Stripe
7-day free trial. Works with the tools you already use.