CRM Payment Gateway Integration: How It Works
Connect Your Payment Gateway to Your CRM for Unified Data
Can CRM solutions integrate with payment gateways? Yes. Here is how CRM payment gateway integration works, which platforms support it, and how Unison makes it seamless.
CRM Payment Gateway Integration: How It Works
CRM payment gateway integration connects two systems that are stronger together: your payment gateway (which processes transactions securely) and your CRM (which manages customer relationships and data).
When these systems are integrated, every transaction processed through your gateway automatically creates or updates a record in your CRM. Your team sees the complete picture — who paid, how much, when, with what method, and whether the payment succeeded, failed, or was disputed — right inside the customer profile.
How does CRM payment gateway integration work? The integration typically uses one of three methods. Native integrations are built into the CRM platform itself. Third-party connectors link your gateway and CRM through an app marketplace or middleware. API-based custom integrations provide the most flexibility for businesses with specific requirements.
Which CRM platforms support payment gateway integration? Most major platforms do. GoHighLevel supports payment gateway connections through API integrations — Unison's GHL integration is a popular choice for agencies and local businesses. Salesforce supports gateway integrations through AppExchange partners and custom API connections. HubSpot offers native payment tools plus third-party integrations for other processors. Zoho CRM integrates through Zoho Payments natively and supports external gateway connections. Pipedrive connects to gateways through marketplace integrations.
What data flows between the gateway and CRM? Transaction amount, date, payment method, products or services purchased, payment status (completed, pending, failed, refunded), customer billing details, and subscription or recurring billing events. Custom configurations can include additional data points based on your needs.
The integration is bidirectional. CRM data informs payment processing (customer tier, pricing rules, payment preferences), and payment data enriches the CRM (transaction history, lifetime value, dispute records). The systems work together as one unified platform.
Unison provides CRM payment gateway integration for GoHighLevel, Salesforce, HubSpot, Zoho, Pipedrive, and other platforms. We handle configuration, field mapping, and testing so your integration works from day one.
Key Benefits
Automatic Transaction Sync
Every gateway transaction creates or updates a CRM record automatically. No manual entry, no missed data, no delays.
Bidirectional Data Flow
CRM data flows to the gateway (customer tier, pricing rules). Gateway data flows back (transactions, refunds, disputes). Both systems stay in sync.
Payment-Triggered Automations
Trigger CRM workflows from gateway events — new payment, failed charge, refund, chargeback. Automate follow-ups, alerts, and pipeline updates.
Multi-Gateway Support
Unison supports integration with multiple gateway configurations. If you process through different gateways for different channels, all data consolidates in your CRM.
Supported CRM Platforms
Pre-built integrations for GoHighLevel, Salesforce, HubSpot, Zoho, and Pipedrive. API access available for custom CRM platforms.
Secure Data Handling
All integrations follow PCI DSS compliance standards. Sensitive payment data is tokenized — your CRM stores references, not raw card numbers.
CRM Payment Gateway Integration: How It Works FAQs
Can CRM solutions integrate seamlessly with payment gateways?
Yes. Most major CRM platforms support payment gateway integration through native tools, third-party connectors, or API-based custom setups. Unison provides pre-built integrations for GoHighLevel, Salesforce, HubSpot, Zoho, and Pipedrive.
What data syncs between a payment gateway and CRM?
Transaction amount, date, payment method, products or services, payment status (completed, pending, failed, refunded), customer billing details, and subscription events. Custom configurations can include additional data points.
Is the integration real-time or batched?
Unison's CRM integrations sync in real time. When a transaction processes through the gateway, the CRM record updates immediately — not in overnight batches.
Does CRM gateway integration affect PCI compliance?
No. Unison's integrations follow PCI DSS standards. Sensitive payment data is tokenized before reaching the CRM. Your CRM stores transaction references and metadata, not raw card numbers.
Can I trigger CRM automations from payment events?
Yes. Payment events (new charge, failed payment, refund, chargeback, subscription renewal) can trigger any CRM workflow — email sequences, task creation, pipeline stage changes, webhook notifications, and more.
How long does gateway-CRM integration take to set up?
Standard integrations typically go live within 1-2 weeks. Unison handles configuration, field mapping, and testing. Custom integrations for complex workflows may take longer.
Why Unison for CRM Payment Gateway Integration: How It Works
The right provider makes all the difference. Unison brings hands-on experience with crm integration and a consultative approach tailored to your business.
Why merchants choose Unison:
- Interchange-plus pricing — see the real cost of every transaction
- No hidden fees — no bundled rates, no surprise charges
- Dedicated account manager — one person who knows your business
- Full onboarding support — setup, training, and troubleshooting included
- 20–30% average savings — compared to flat-rate processors
Switching from another provider? We handle the entire transition. Your business keeps running without interruption.
Set Up CRM Payment Gateway Integration: How It Works for Your Business
How It Works
- Apply online — takes less than 10 minutes
- Get approved — most merchants within 24 to 48 hours
- We configure everything — custom settings, integrations, and branding
- Hands-on training — your team learns every feature
What you will not find with Unison:
- No long-term contracts
- No early termination fees
- No setup charges
Already with another provider? We analyze your current setup, find savings, and manage the full switch. Contact us today for a free consultation.
The Business Value of CRM Payment Gateway Integration: How It Works
The right payment tools pay for themselves. Here is how crm payment gateway integration: how it works delivers value beyond just lower rates.
Operational Efficiency
- Automate reconciliation, reporting, and data entry
- Save 5 to 10 hours per week on payment admin tasks
- Free your team to focus on revenue-generating work
Customer Satisfaction
- Fast, professional checkout experience
- Higher retention rates and better reviews
- The payment step is often a customer's last impression of your business
Revenue Growth
- Accept more payment types to capture more sales
- Consumer financing boosts average tickets 30–50%
- Omnichannel businesses outperform single-channel competitors
Use our savings calculator for a quick estimate, or contact us for a detailed analysis of your potential savings.
CRM Payment Gateway Integration: How It Works for Every Business Type
Unison works with businesses of all sizes. Whether you run a single location or manage dozens, crm payment gateway integration: how it works adapts to your needs.
Small Businesses & Startups
- No contracts, no setup fees, no minimum volumes
- Same enterprise-grade technology as larger merchants
- Dedicated account manager from day one
- Scales with you as your business grows
Established & High-Volume Businesses
- Custom pricing based on volume
- Multi-location management and reporting
- API integrations with existing systems
- Priority support and a single relationship manager
High-Risk Industries
CBD, peptides, gaming, and eCommerce businesses get stable accounts through our high-risk merchant accounts. We pair you with banks that specialize in your industry and include chargeback prevention and fraud monitoring.
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