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Building a membership form: SalesForce integration and Stripe paymentsAsked by Ketzie on November 28, 2016 at 12:56 PM
I'm just starting with JotForm.
To become a member of our NGO, "Saving Our Planet", I need to gather both personnel data (name,email, etc). and set up a credit card payment via Stripe.
Is it possible to do this in one form? Is this the best way to do this? Are there any templates I could start with?
Many thanks for your help.
Collecting payments via Stripe is quite easy to do through forms. Here is our guide on how to do so:
Name, email, address and several other form fields can be added to your form quite easily as well.
Edit your form and add the fields from the column on the left.
We also have many templates if you would prefer:
We have a built in integration for Salesforce. Here is our guide on setting that up:
I understand that is all quite a bit to absorb. If you have any questions about any of that, please create a new thread for the specifics and we will be happy to help.
I think I understand both Stripe payments and Salesforce integration, but I think I need both capabilities in the same form.
I want the new member to enter his data, and then to pay his dues. When this is done, all this will be sent to Salesforce.
Is this possible, or is there a better way?
Yes, that is possible, you can integrate your form with Stripe, here is how to do that: https://www.jotform.com/help/190-How-to-Integrate-Stripe-with-your-Form
And you can integrate the same form with Salesforce, here is the guide:
So when your users fill the form and pay, data will be sent to Salesforce account as well.
If you have any further questions please let us know, we'll be glad to assist.