Just the other day, I needed a new dress for a work party. I went to an online store, went through the catalogue, chose something nice and paid for it online. After a few days, it was delivered to my doorstep! As a buyer, I didn’t have to lift a finger, well, except to scroll through the catalogue and authorize the transaction.
This level of convenience that businesses offer their customers is now a norm. From ordering medical supplies to building materials and office supplies, businesses offer their clients optimum convenience.
With payment gateways like Stripe, businesses can guarantee their customers the security of their details and with Bitrix24 CRM, they can control every other aspect of their businesses - Communication between departments, collaboration on projects, time and project management and so on.
Take a fitness club, for instance, the client would log into the website/ app of the fitness club, enter their personal details, choose a plan or trainer and then pay. The trainers would then contact the newly registered members and grant them access (manually) to some groups. When the trainer creates new materials, he/she would have to send them either via email to all their students or to a social network group.
(P.S We wrote an article on how to gain traction to a fitness network and increase profits with Bitrix24.)
Automation of Bitrix24 and chosen payment gateway
What if we could automate this whole process by integrating the Bitrix24 portal with the fitness school’s chosen payment gateway?
Here’s a schematic representation:
Stripe and Bitrix24 integration
INTERVOLGARU recently integrated Bitrix24 and Stripe for a client.
Our client no longer needs to worry about granting customers access to products or groups manually, since they get it AUTOMATICALLY as soon as they make a payment on stripe. Stripe payment/billing status is displayed on Bitrix24
Whenever someone pays for a subscription plan on Stripe, a new Bitrix24 external user is created automatically. This way, he has all his leads, and customers in one place. He can send them personalized messages, emails, calls, from the portal and everything is saved.
Here, Amy Lee makes a subscription payment via Stripe
A new Contact, Amy Lee is created on Bitrix24
Information about Amy Lee (email, phone number, including billing information and address are copied to Birix24)
For this integration, we wrote a PHP script, which we placed on our client’s server. The server has support for Apache PHP and CRON technology.
Our script picks up subscription data from Stripe, compares it with the data in Birix24 and then creates and/or updates contacts in Bitrix24. This process is repeated at a 1-minute interval.
How to copy contacts into Bitrix24
Before copying contacts from Stripe to Bitrix24, our script verifies the uniqueness of contacts in Stripe. This is to avoid making duplicates of a contact that already exists in Bitrix24, even though a few details might be different. Our script checks that
the customer’s e-mail is tied to ONLY one record
they have ONLY one active subscription plan.
In Bitrix24, before creating / updating information (accounts), our script checks that the following conditions are met :
that an existing contact has ONLY one e-mail in the E-mail field
and that the email is tied to ONLY one contact
More clearly put, the script
gets users subscription information from Stripe
gets contacts information Bitrix24
compares information from Stripe and Bitrix24 to see if there are contacts in Stripe that do not exist in Bitrix24
if there are contacts in Stripe that don’t exist in Bitrix24, copy the contact to Bitrix24 and sync subscription and access information.
Update and display new contact with their subscription status in Bitrix24
After each run, the script writes results in a log (file) - how many contacts were updated, how many weren’t updated and why, and the number of conflicts.
More about our Stripe system implementation
Our script also takes into consideration every possible conflict situation. For example, when there are duplicates of the same contact, our script only copies one to Bitrix24 and writes the other to a log file.
No new buttons were created in B24, there’s no need to click on anything. The whole process is automatic.
The current integration is a “One-way ticket”, but we are now looking forward to the next stage of the project (two-way integration and to add more features).
You can download the module HERE
We offer a FREE FULL-FEATURED 7 DAY trial, after which you can buy the module for $250
We are committed to making companies more efficient by helping them make the most of their Bitrix24.
INTERVOLGARU specializes in Bitrix24 customizations and integrations. We are the gold-certified partners of 1C-Bitrix and have been in the market since 2012.
We can help you
sync and integrate all your business applications (accounting, management, billing, payroll, etc) with your Bitrix24 portal so you can manage everything from one location
save time and money by automating your business processes
customize your Bitrix24 portal to fit your company’s needs
For questions about this article and our services, write us