By using payment providers you'll be able to provide online payment processing for your customers, to capture & manage your customers payments.
It's super easy to integrate these tools with folk, to automatically create new customers in folk once they have made a their first payment, or update existing ones!
Tools suggested
Stripe
Chargebee
Shopify
Paypal
Integration set up
Step 1: Trigger in Stripe (or other) - New payment
Step 2: Action in folk - Create Person
Templates
Connect Stripe to folk CRM Using Make
You can automatically record all your Stripe payments into your folk workspace using Make (formerly Integromat).
How to Set It Up:
Import the Scenario Blueprint
Download and import the following Make scenario blueprint:
Connect Your Accounts
Authenticate your Stripe account to allow Make to fetch your payment data.
Connect your folk account to let Make create or update contacts in your CRM.
Map the Fields
Customize the field mapping according to the data you want to sync (e.g., donor name, email, amount, payment date).
You can modify the scenario to fit your needs—add filters, set conditions, or enrich the contact details.