How to connect Stripe and send payment link?

How to connect Stripe and send payment link?

Stripe is a payment processing platform that allows businesses to accept payments online and in mobile apps securely. With the Stripe – Payment Link Generation app in Kylas, you can seamlessly create and send payment links directly from your CRM, track payments, and automate post-payment actions like deal stage changes.

Prerequisites

Before setting up, ensure that you have:

  • Admin access to your Kylas CRM account
  • Secret key of your Stripe account

Steps to Install application:

Step1: Click ‘Install App’ button on the Kylas Marketplace app Details page


Step 2: Give the necessary permission required for the application and click on "Allow and Install"

Step 3: After the app is installed, sign up on the application with your Email account.

Step 4: Verify the Email by clicking on the verification link received in Email

Step 5: After verification navigate to Kylas Marketplace → Installed apps → Stripe - Payment link generation 

Enter Kylas API key: 
After successfully installing and signing up on the "Stripe - Payment link generation" application, Login to the app and click on "API key" section and enter your Kylas account API key. 



Alert
Where to find Kylas API key?
- Navigate to CRM settings dashboard > Integrations > API key > Copy to Clipboard 

Connect Stripe Account:
Connect your Stripe account to generate payment links by following below steps  

Step 1: Click on "Connected Accounts"



Step 2: Click "Add Connected Accounts" and Enter the Stripe secret key.

Idea
Click here to get Stripe account secret key

Step 3: Select the Active/Enable Checkbox and click "Save"

Step 4: After saving the Stripe account, we create a product with price value as 1 in your respective currency in Stripe. The product will be required to generate payment links as it’s mandatory for Stripe to have a product in the account to generate payment links.  

Steps to Generate payment link

Step 1: Generate payment links: Generate payment links from Kylas for Leads and Deals



Step 2 : After successfully connecting your Account you are ready to generate payment links

Step 3: Navigate to Kylas Lead/Deals details page

Step 4: Click on the more actions button show below

Step 5: And click on the "Generate payment link"

Step 6: Choose the product for which you would like to generate link (preferred product of price value 1).



Idea
Enter the quantity depending on the amount of the link you want to generate. The amount will be calculated as price x quantity.

Step 7: Click "Create link"

Step 8: The link is generated and it’s displayed on the same modal, you can copy and send it to the end customer.

Step 9: We also create a Note saying a link with link id and amount has been generated on so and so date.

Step 10: View payment links: View all payment links generated in past > After generating payment link, you can view the payment links by clicking on the "View payment link" button on the right hand side productivity section of the Lead/Deal details page as shown below.



Info
You can view all payment links generated across all Leads and Deals by navigating to Stripe – payment link generation app -> Payment link logs

After payment action

With the help of the Stripe – Payment link generation application, you can take automated actions based upon the payment status
  1. Navigate to the "Connected Accounts" page on the Stripe – Payment link generation app
  2. Click the "After payment actions" button


  1. Choose the event from the list and desired action for example - Deal pipeline stage change when payment is successful



    • Related Articles

    • How to send payment link using Razorpay?

      Kylas users can send the links via SMS and Email to the Leads or Contacts. Users can also setup certain actions that needs to be performed once a payment link has been successfully paid. This article will covers steps to generate payment link. ...

    • How to connect Razorpay with Kylas CRM , webhook Integration, Generate Payment?

      Managing payments efficiently is essential for any sales-driven business. With Kylas CRM’s seamless integration with Razorpay, you can generate and manage payment links directly from your lead or deal records. Here's a step-by-step guide on how to ...

    • How to Connect Mailjet with Kylas to sync Leads and Send marketing emails

      This article covers the steps to be followed and the pre-requisites for installing a Bulk email marketing app. Perquisites Permissions - Any user with access to the Kylas account API key. (a) Company - read, readall (b) Lead - read, read all, email, ...

    • How to connect Razorpay with Kylas CRM?

      Razorpay is a leading payment gateway available in the market. Razorpay - Payment links generation app helps Kylas users to connect their Razorpay account with Kylas and generate the payment links from Kylas sale CRM itself. Kylas users can connect ...

    • How to connect Zendesk

      Zendesk is a leading desking platform across globe. with the help of the zendesk support tickets sync application, helps kylas users to sync and manage their Zendesk tickets from Kylas Itself. Prequisites: Permissions: Any user with access to the ...