Real-time payment status updates to CRM

Purpose

1. Enable instant synchronization of payment status (Paid, Pending, Failed) from payment systems to CRM.

2. Enhance visibility for ops, sales, and finance to reduce manual checks.

3. Automate follow-up, reduce failed payments, speed up reconciliation, and increase customer satisfaction.

4. Trigger workflows such as dispatch, invoice reminders, or status-dependent communications in real time.

Trigger Conditions

1. Payment completed, failed, or refunded events in payment processor.

2. Invoice status change in invoicing platform.

3. Bank transaction recorded via open banking APIs.

4. Customer action on payment request (link click, partial pay, etc.).

Platform Variants

1. Stripe

• API/Webhooks: “payment_intent.succeeded”, “payment_intent.failed” webhooks to send status updates to CRM API.
  

2. Square

• Webhooks: “payment.updated” event triggers payment status push to CRM endpoint.
  

3. PayPal

• IPN (Instant Payment Notification): Real-time POST to CRM on payment events like “Completed”, “Failed”.
  

4. QuickBooks

• API: “InvoicePayment” resource updates pushed to CRM via REST when invoice is marked paid.
  

5. Xero

• Webhooks/API: Monitor “Payments” endpoint for new or updated payment entries, sync to CRM.
  

6. Zoho Books

• Webhooks: Trigger on payment received/failed, use Zoho CRM API for real-time update.
  

7. FreshBooks

• Event Callback: “Payment Created” event pushes status data to CRM endpoint.
  

8. Authorize.Net

• Webhooks: “net.authorize.payment.authcapture.created” event configured to update CRM records.
  

9. Sage Intacct

• Smart Event: Payment processing events trigger outgoing webhook to CRM.
  

10. Braintree

• Webhook Notification: “transaction_settled” and “transaction_failed” events call CRM API.
  

11. Mollie

• Webhooks: “payment.paid”/“payment.failed” triggers push to CRM.
  

12. Adyen

• Notifications: “AUTHORISATION”, “CANCELLATION” events send updates to CRM integration point.
  

13. GoCardless

• Webhooks: “payments.created”, “payments.failed” events update CRM via REST.
  

14. Wise (ex TransferWise)

• API: “event” endpoints for payment completed/failed, invoked to update CRM.
  

15. Worldpay

• Notification Webhooks: Payment events POSTed to CRM sync bridge.
  

16. Salesforce

• Salesforce Flow/API: Monitor payment object updates; triggers update on customer record status.
  

17. HubSpot

• Webhooks/API: Payment event triggers update to deal/payment property in HubSpot CRM.
  

18. Microsoft Dynamics 365

• Power Automate: Payment/invoice entity change triggers record update flow in Dynamics.
  

19. Pipedrive

• API/Webhooks: Monitor custom payment fields, trigger external sync on change.
  

20. Monday.com

• Automations: Payment status in connected boards triggers CRM item update via integration.
  

21. Zoho CRM

• Workflow Rules: External webhook called on payment module updates, updating contact/account status.
  

Benefits

1. Immediate CRM insight into payment disposition reduces missed follow-ups.

2. Improves cash flow management and accelerates service delivery.

3. Eliminates manual reconciliation errors and lags.

4. Supports automated messaging for reminders, receipts, or thank-you notes.

5. Enables dynamic automation triggers for dispatch or post-payment surveys.

6. Enhances customer perception due to timely feedback and updates.

7. Ensures compliance by maintaining accurate financial records in CRM.