Summary #
This video tutorial explains how to integrate Stripe with a White Hat CRM account for payment processing. Starting from the CRM dashboard, users should navigate to the payments section or contact support if it is not visible. Integration can be initiated either by clicking the “Integrate Payment Gateway” button or through the integrations menu by selecting Stripe. Users need to have an existing Stripe account and follow the prompts to connect it with the CRM. The process involves logging into Stripe, granting necessary permissions to Lead Connector, and once completed, users can start receiving payments directly within the CRM system.
 
 
Key points #
1. Accessing Payment Integration in White Hat CRM #
- Dashboard starting point: Integration begins from the CRM’s dashboard where the payments section is accessible.
- Payments section availability: If the payments section isn’t visible, users need to contact support to enable it.
- Integration entry options: Payments integration can be started either by clicking “Integrate Payment Gateway” or through the integrations menu.
2. Stripe Account Requirements and Setup #
- Existing Stripe account needed: Users must have a Stripe account set up beforehand to proceed with integration.
- Setup time acknowledgement: The Stripe account setup may take some time but is worthwhile for payment functionality.
- Stripe login necessity: Users may need to log into Stripe during the integration process if prompted.
3. Connecting Stripe to White Hat CRM #
- Follow integration prompts: After choosing Stripe in the integrations menu, users hit connect and follow the instructions.
- Granting permissions: Permissions must be given to Lead Connector within Stripe to enable payment processing.
- Ready to receive payments: After successful integration and permission granting, users can start accepting payments inside the CRM.
Transcript #
This is going to be a quick video on how to integrate Stripe with your White Hat CRM account. So, let’s say that you’re on desktop and you’re in the app. This is my demo account, and typically you’d start on the dashboard. What you want to do is go to the payments section. If you don’t see the payments section, you should contact us to make sure it’s enabled for you.
Okay, now here you can do it by clicking “Integrate Payment Gateway”—just this button right here since nothing is connected. You can also go to integrations, select the one you want. I’m going to use Stripe, then hit connect and follow the prompts.
You will need to have an existing Stripe account, of course, which takes a little time to set up, but it’s definitely worth it. So, we’ll just follow these instructions. I’m not going to cover everything on Stripe’s side, but we’ll go through a few things to show you how it works.
I was already logged into Stripe. If you see a similar page, you probably need to log into Stripe first, but the process is similar. You want to give Lead Connector those permissions. Once you’ve done that, you’re basically ready to go, okay?
So, that’s how you integrate Stripe, and that’s all you need to start receiving payments inside the CRM.
