Turn confirmed payments into CRM updates

Connect Stripe, Mollie, Paddle, Chargebee, Shopify or a custom payment webhook to Boei. After a confirmed payment, Boei can mark the matching contact as a customer and move a matching open deal to Won.

Choose the website and pipeline for each integration. If a payment does not identify a deal directly, Boei updates the deal only when one open deal matches. Ambiguous matches are left for review.

Open Settings > Business > Integrations > Payments to set up the connection.

Choose CRM updates after a successful payment. Example setup.

Set up a payment integration.