Selling and accepting payments is now easier. You can select and configure payment methods in your CRM forms. For example, if you have customers from various countries, configure different payment methods for each one.
To select and configure payment methods in a CRM form, choose a use case from the Sales section when adding a form.
You can also do this in any existing form by enabling Expert mode.
How to configure payment methods
You can select multiple payment systems in your CRM form. Here's how to set them up:
- Open the Payment tab.
- Enable the Accept payments option.
- Use the toggle switch to control which payment systems are visible. For example, if you want customers to pay only via Google Pay, keep only this option enabled.
To add another payment method, click Connect more payment systems. You can use the built-in payment systems or install an app from our Market.
Connect payment systems in Sales Center
How your customer sees the form
When a customer opens your CRM form, they can select a product to buy and click Send. As they proceed to payment, they'll see the payment options you've set up for the CRM form.
In brief
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Selling and accepting payments is now easier. You can select and configure payment methods in your CRM forms.
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Select a use case from the Sales section or enabling Expert mode in existing forms. In the Payment tab, activate the Accept payments option and manage payment system visibility.
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Your customers can choose a product and see the configured payment options when they proceed to payment.