CRM Integration
Connect Payments with Customer Data
When your payments connect to your CRM, you get complete customer visibility. Track lifetime value, automate follow-ups based on purchases, and build stronger relationships.
Understanding CRM Integration
Customer relationships don't happen in isolation—and neither should your business systems. When payment processing operates separately from your CRM, you're missing opportunities for insight, automation, and personalized customer experience. Unison's CRM integration bridges this gap.
Imagine seeing a customer's complete transaction history right in their CRM record. Not just that they're a customer, but what they bought, when, how often, and their total lifetime value. This context transforms every interaction—your team knows who they're talking to and can personalize accordingly.
But visibility is just the beginning. Integration enables automation based on purchase events. Customer makes their first purchase? Trigger a welcome sequence. Haven't bought in 90 days? Initiate a re-engagement campaign. Subscription payment fails? Create a task for outreach. These workflows run automatically, ensuring nothing falls through the cracks.
Customer segmentation becomes powerful when enriched with purchase data. Segment by spending level, product categories purchased, purchase frequency, or recency. Then target marketing, offers, and communications to each segment. High-value customers get VIP treatment; dormant customers get win-back campaigns.
The integration works bidirectionally. CRM data flows to payment processing for informed transactions; payment data flows back to CRM for complete records. The systems work together as one unified platform, eliminating data silos and duplicate entry.
We integrate with major CRM platforms including Salesforce, HubSpot, Zoho, and Pipedrive, plus hundreds of other tools through API connections. Whatever your tech stack, we can connect your payments to your customer intelligence.
Key Benefits
What CRM Integration means for your business.
How It Works
Integration Setup
Connect your payment processing and CRM with our pre-built integrations or API. We handle configuration and testing.
Field Mapping
Define how transaction data maps to CRM fields. Standard mappings work for most; custom mappings available for specific needs.
Workflow Design
Design automated workflows triggered by payment events. We help implement best practices for your business.
Ongoing Sync
Integration runs continuously, keeping systems in sync. Monitor via dashboard and address any exceptions.
What's Included
Automatic Transaction Sync
Every transaction automatically creates or updates a record in your CRM. No manual entry, no delays, no missed data.
Purchase-Triggered Workflows
Trigger CRM workflows based on payment events—new purchase, subscription renewal, failed payment, refund, and more.
Lifetime Value Tracking
Automatically calculate and update customer lifetime value based on transaction history. Know your best customers at a glance.
Behavioral Segmentation
Create customer segments based on purchase amount, frequency, categories, and recency. Power targeted marketing campaigns.
Multi-Platform Integration
Connect with Salesforce, HubSpot, Zoho, Pipedrive, and other major CRMs. API access for custom platforms.
Real-Time Updates
Data syncs in real-time, not overnight batches. Your CRM always reflects current customer status.
Pricing Overview
Transparent pricing for your business.
Integration Fee
One-time setup fee based on complexity
Monthly Sync
Ongoing fee based on record volume
Custom Development
Available for specialized requirements
Contact us for custom pricing based on your specific needs and volume.
CRM Integration FAQs
Which CRM systems do you integrate with?
We have pre-built integrations with Salesforce, HubSpot, Zoho, Pipedrive, Keap, and other major CRMs. For other platforms, we can build custom integrations via API. Most popular business tools can be connected.
What transaction data syncs to the CRM?
By default: transaction amount, date, payment method, products/services, and status (completed, refunded, etc.). Custom configurations can include additional data points based on your needs.
Can I trigger email sequences from purchases?
Yes! Integration with your CRM means you can trigger any CRM workflow from payment events. This includes email sequences, task creation, notification alerts, pipeline updates, and more.
Does this work with subscriptions and recurring billing?
Absolutely. Subscription events—new signup, renewal, upgrade, downgrade, cancellation, failed payment—all sync to CRM and can trigger appropriate workflows.
How long does integration setup take?
Standard CRM integrations typically take 1-2 weeks from kickoff to go-live. Custom integrations or complex workflows may take longer. We provide a timeline during scoping.
What if I use multiple systems that need to connect?
We can build integrations across multiple systems—POS, payment gateway, CRM, marketing platform, etc. The goal is unified data across your tech stack. We assess your complete ecosystem and design accordingly.
Understanding the Cost of CRM Integration
Cost matters — but total value matters more. Many businesses focus only on rates. They miss hidden fees and service gaps that cost more over time. Unison takes a different approach. Every dollar you spend on crm integration delivers real, measurable returns.
No Hidden Fees
With Unison, you get straightforward pricing:
- No setup fees
- No long-term contracts
- No early termination penalties
- No PCI non-compliance fees
- No hidden monthly minimums
You pay only for what you use. Every charge appears clearly on your statement.
Real ROI Beyond Savings
Businesses that use the right payment tools see gains in:
- Checkout speed — shorter wait times and faster throughput
- Customer retention — better payment experiences keep people coming back
- Cash flow — faster funding and clearer reporting
- Efficiency — automation replaces manual work
Want to see your potential savings? Try our savings calculator or request a free statement analysis. Most merchants save 20 to 40 percent after switching.
How Different Industries Use CRM Integration
Every industry uses crm integration differently. The features that matter most depend on how your business operates day to day.
Restaurants & Food Service
- Fast checkout during peak hours
- Tip management and split checks
- Kitchen display integration
- End-of-day reconciliation tools
Retail Stores
- Inventory tracking by product and category
- Multi-location management
- Customer loyalty programs
- eCommerce platform integration
Service Businesses
Medical offices, salons, auto shops, and professional firms use crm integration for:
- Appointment scheduling
- Recurring billing and memberships
- Invoicing with online pay links
- Client management
High-Risk Industries
CBD, peptides, gaming, and dropshipping businesses face higher rates and stricter rules. Unison's high-risk merchant accounts provide stable processing, specialist support, and chargeback prevention tools built for your industry.
Why Choose Unison for CRM Integration
Not all providers are the same. Unison gives you a dedicated account manager — someone who knows your business, your industry, and your goals.
Here is what sets us apart:
- Interchange-plus pricing — see the real cost of every transaction
- No hidden fees — no surprise rate increases or contract penalties
- 20–30% savings — the average reduction for merchants who switch
- Fast funding — most deposits in 24 hours
- Human support — real people who pick up the phone
Easy to Get Started
- Apply online in under 10 minutes
- Get approved within 24 to 48 hours
- Start using crm integration right away
Switching from another provider? We handle the full transition so your business runs without interruption.
Security and Compliance for CRM Integration
Security is not optional. Unison is PCI DSS Level 1 compliant — the highest standard in the payment industry. Every transaction is protected by encryption, tokenization, and real-time fraud detection.
How We Protect Your Business
- PCI compliance assistance — guided questionnaires and vulnerability scanning
- Point-to-point encryption (P2PE) — card data is encrypted the moment it is captured
- Tokenization — raw card numbers are never stored on your system
- Fraud detection — suspicious transactions are flagged in real time
Our hardware and gateway solutions are designed to reduce your PCI scope. That means less complexity and lower compliance costs for your business. You focus on serving customers. We handle the security.
How to Get Started with CRM Integration
Setting up is simple. Our team handles the technical work so you can focus on your business.
Step-by-Step Process
- Free consultation — contact us to discuss your needs and goals
- Statement review — we analyze your current fees and find savings
- Quick application — takes less than 10 minutes online
- Fast approval — most merchants approved in 24 to 48 hours
- Setup and training — we configure everything and walk your team through it
After You Are Live
Your dedicated account manager stays with you. They monitor your account, suggest ways to save, and handle any changes you need. No call centers. No ticket queues. Just direct access to someone who knows your business.
Calculate your savings now or get a free quote to take the first step.
Services That Pair Well
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