Stripe integration for Laureo CRM
Take payments, send deposits and installment plans, and settle funds straight into your own Stripe account.
What syncs
- Take payments by card, ACH bank transfer, and Apple Pay or Google Pay directly from a Laureo invoice or quoteThe client pays on the document you already sent them, so there is no separate payment link to chase or reconcile by hand.
- Collect deposits up front and split a total into installmentsA deposit can be required before work starts, and the remaining balance can be scheduled to charge automatically, so the payment plan lives on the same record as the deal.
- Issue refunds and respond to disputes from inside Laureo, without opening the Stripe dashboardRefunds, evidence, and dispute status are tracked alongside the payment they belong to, so the record shows the full history.
- Funds settle into the merchant's own Stripe accountPayouts, statements, and banking stay entirely under your control, and Laureo is the place you charge from rather than a party your money passes through.
How to connect
- Open Settings and go to Integrations in your Laureo workspace.
- Click Connect on the Stripe card to start the secure connect flow.
- Sign in to your existing Stripe account, or create one during the flow, and authorize Laureo to create charges on your behalf.
- Return to Laureo and confirm the connected account status shows active. You can then charge on any invoice or quote straight away.
A workflow you can build
You send a quote that needs a deposit before work starts. The client pays the deposit by card from the quote itself, and the deal advances the moment the payment clears. The remaining balance is scheduled as installments that charge automatically, so nobody chases a bank transfer. If the client later disputes a charge, you respond from the same record with the evidence attached, and every payment and payout lands in your own Stripe account throughout.
Limitations
- Available payment methods depend on what your Stripe account is approved for and the buyer's country.
- Payout timing, fees, and settlement are governed by your Stripe account terms, not by Laureo.
Related Resources
- FeatureAll integrationsEvery tool Laureo connects to, and what each connection actually does.
- FeatureHow integrations workThe sync model behind mail, calendar, meetings, files, and payments.
- FeatureGoogle Workspace integrationConnect Gmail, Google Calendar, Meet, and Drive so every message, meeting, and file lands on the right record.
Frequently Asked Questions
Run Stripe and your CRM as one
Connect in about a minute and every message, meeting, file, and payment lands on the record it belongs to.
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