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.
Services That Pair Well
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