Connect Your Stack
Payment Processing Integrations
Unison integrates with the CRM, accounting, and automation tools you already use. Accept payments, sync transactions, and automate workflows — all from one payment processing partner.
GoHighLevel + Unison Payment Processing
The most requested CRM integration for agencies and local businesses.
Connect Payments to Your Business Tools
Unison works with the platforms you already use. Every integration syncs payment data automatically.
Salesforce
Sync transactions to Salesforce records, trigger workflows from payment events, and build revenue dashboards inside your Salesforce org.
HubSpot
Connect payment data to HubSpot contacts and deals. Trigger email sequences, update pipelines, and track lifetime value automatically.
Zoho CRM
Integrate payment processing with Zoho CRM for unified customer records, automated invoicing, and purchase-triggered workflows.
Pipedrive
Link transactions to Pipedrive deals and contacts. See payment status alongside your sales pipeline for complete revenue visibility.
QuickBooks
Sync payment data with QuickBooks for automated bookkeeping. Transactions, fees, and deposits reconcile without manual entry.
PayTrace
Developer-friendly APIs for ecommerce, B2B, and ERP integration. Level II/III processing, recurring billing, and advanced tokenization.
Keap (Infusionsoft)
Connect Unison payment processing to Keap for combined CRM, invoicing, and marketing automation in one workflow.
Shopify
Accept payments on Shopify with interchange-plus pricing instead of Shopify Payments' flat rates. Lower costs at scale with a dedicated merchant account.
WooCommerce
Integrate Unison payment processing with WooCommerce for WordPress. Credit cards, ACH, and recurring billing with transparent pricing.
BigCommerce
Connect BigCommerce to Unison for enterprise-grade payment processing with interchange-plus pricing and dedicated account management.
Zapier
Connect Unison to 5,000+ apps through Zapier. Automate payment-triggered actions across your entire tech stack.
What Is CRM Payment Processing?
CRM payment processing integrates payment gateways with Customer Relationship Management software, allowing businesses to handle sales, invoicing, and payments within one system. Instead of switching between your CRM and a separate payment tool, transactions sync automatically to customer records.
When your payments connect to your CRM, every transaction creates or updates a customer record. Your team sees complete purchase history, payment status, and lifetime value — right alongside emails, calls, and pipeline stages. Payment events trigger CRM automations: confirmation emails, task assignments, pipeline updates, and more.
Unison Payment Solutions provides CRM payment processing integrations for businesses of all sizes. Whether you're a local service business using GoHighLevel, an enterprise on Salesforce, or an agency managing multiple client accounts, we connect your payment infrastructure to your CRM.
Why Integrate Payments With Your CRM?
- Eliminate manual data entry — transactions sync automatically, reducing errors and saving time
- Automate workflows — trigger emails, tasks, and pipeline changes from payment events
- Track customer lifetime value — see total revenue per customer over time in one view
- Reduce chargebacks — complete customer context helps resolve disputes faster
- Improve reporting — revenue dashboards inside your CRM, no separate login required
Learn more about what features to look for in a CRM for payment management or explore how CRM payment gateway integration works.
Integration Resources
Ready to Transform Your Payment Processing?
Get a free consultation and discover how much you could save with Unison Payment Solutions. No obligation, no pressure.