To enable direct payment for your products and services through your CRM system, you'll need to integrate your Stripe account. This feature is a valuable addition to help streamline your business operations. By connecting Stripe, you'll be able to: Set up products within funnels Send a payment link via SMS using the ‘text 2 pay’ feature Generate and send invoices Follow the steps outlined below to create and connect your Stripe account seamlessly. Step 1: Set Up Your Stripe Account Begin by navigating to the "Integration" section located under the "Payment" category in your CRM. Click on the “Connect with Stripe” button to initiate the setup process. Step 2: Enter Email and Password Provide your email address and hit "Continue." You’ll then be prompted to create a password. Once done, click "Continue" again to proceed. Step 3: Secure Your Account with Mobile Authentication Input your mobile number to enhance account security. You'll need to verify your phone number. Alternatively, you can use an authenticator app or a security key for extra protection. Once your phone number is verified, you’ll receive an emergency backup code. Download or copy this code and save it in a secure location in case you lose access to your device. Step 4: Provide Personal, Business, and Bank Information Complete the form with your personal information to verify your identity. Next, provide a brief overview of your business. Link your bank account to facilitate seamless payouts, which are transfers of funds from Stripe to your bank. Step 5: Confirm Your Email Address After filling out all the required information, you'll be prompted to verify your email address to complete the process. By following these steps, you’ll successfully integrate your Stripe account with your CRM and be ready to manage payments efficiently.