Salesbot is a feature that helps you handle chats from your customers using the Digital Pipeline. Now, when you move the lead from one stage to the other (or under the conditions you set up), the invoice will be generated using the lead fields and the links will be saved in the lead card. Make sure the Kommo fields you’ve chosen to match the Stripe fields are filled in before you perform the automatization in the lead. After you are ready, press ‘Done’ and save the Digital Pipeline settings. You need to match the Item description and Subtotal (all the other fields are optional). Now, match all the fields in Stripe with the fields in Kommo. Turn off the ‘Create an invoice based on the products list linked to the lead’ pin. Just like for the first trigger, go to Leads – Setup – under the needed stage click on any blank space – scroll down and find Stripe – press – ‘+Add’. The trigger with fields works almost the same way but instead of the items from the Stripe list, it uses the lead fields in Kommo. When the invoice is paid, the status ‘Created’ will change to ‘Paid’. Now, when an email is received in this stage, an invoice will be generated and the status of it will be in the ‘Stripe’ lead tab.Ī link to the invoice and a payment link will be saved in the lead card, as well. When you are finished, press ‘Done’ and Save the Digital Pipeline settings. You can also change the stage of the lead after they invoiced. All the other fields are optional – fill them in if needed. Choose which condition the automatization needs to trigger: I will stick with the example above and generate the link ‘When an email is received’. To set up the automatization, go to Leads – Setup – click on any empty space under the needed stage – scroll down and choose ‘Stripe’.įor this trigger to work, make sure that the pin ‘Create an invoice based on the products list linked to the lead’ is checked. For that, go to the lead – click on the ‘Stripe items’ tab – press ‘Attach item’ and choose it from the list. Now that the field group is added, we can add an item to each lead to get the trigger working. Add another group of fields: press ‘+’ next to other groups of fields.Go to Leads – click on any lead card – press Setup.Creating invoices using catalogįor the first option to work, you will need to attach a product to a lead from the Stripe items list. Let’s take a closer look at both automatizations. For the trigger to work correctly in both cases, make sure that the lead has a Contact attached to it with their name, phone, and email filled in. There are two ways to create the trigger: using the catalog items or the lead fields. You can do that in your Stripe dashboard. Please note there is no way to create or delete the products from the list through Kommo. When the Stripe widget is installed, it will generate a list of Stripe items for you in the Lists section and will sync all of your products from your Stripe account. After that, the system can automatically create a to-do to send the generated invoice. For example, when an email is received, Stripe can generate a payment link for the customer. The triggers work according to conditions chosen by you. Stripe is a trigger you can set up in the DigitalPipeline. Now, the widget is installed and we can start working with it! Enter your login details, and choose the correct Kommo account – then press ‘Allow’. Your account is in the English language as it is not supported in other languagesĪfter you open the Stripe widget, click ‘+ Install.’ Choose ‘development mode’ at first, after the setup process is complete, you can switch to the live mode.Īfter you choose the mode, it will lead you straight to the login page.You have administrative rights in Kommo before you install this widget.Choose the Integrations section and search for the Stripe widget.īefore you install the widget make sure that: Now, you need to log into your Kommo account and go to the Settings page. The invoice status will appear in every lead.įirst of all, you need to register accounts in both Kommo and Stripe. Kommo’s Salesbot in conjunction with Stripe makes your life even easier! It takes care not only of your chats with customers, but it also auto-generates and sends invoices that the customer can pay in one click. With the help of this widget, you can automate the invoicing and payment process completely. Integrating Kommo with Stripe lets you use Kommo to its full potential. Whether you’re looking to bill customers on a recurring basis, set up a marketplace, or simply accept payments, Stripe can be very helpful. Stripe is an online service that helps you take care of your customer’s daily transactions and invoices.
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