Building a Unified Customer View: Integrating Salesforce and Stripe in 5 Minutes

Customer data is the lifeblood of any modern business. But too often, it's trapped in silos. Your sales team lives in Salesforce, managing leads and opportunities. Your finance and product teams rely on Stripe for billing and subscription data. To get a complete picture of a customer, you're forced to toggle between tabs, export CSVs, or build brittle, time-consuming custom integrations.

What if you could bridge this gap? What if you could create a single, unified customer view available on-demand, directly within your application's logic?

With Integrations.do, you can. We're "The API for APIs," a platform designed to unify your entire tech stack into a single, elegant interface. Forget wrestling with OAuth flows, disparate data schemas, and API versioning. Let's build a powerful, production-ready Salesforce and Stripe integration in the next five minutes.

The Challenge: The Manual Integration Maze

Connecting systems like Salesforce and Stripe traditionally involves a significant amount of boilerplate code and maintenance overhead:

• Complex Authentication: You need to implement and manage separate OAuth 2.0 clients for both Salesforce and Stripe, handling token acquisition, storage, and refreshing.
• Divergent APIs: Each platform has its own unique API endpoints, request/response formats, and data structures. You have to write specific code to query a "Contact" in Salesforce and a "Customer" in Stripe.
• Data Mapping & Transformation: A customer's email might be Email in Salesforce but email in Stripe. You're responsible for writing the logic to map and transform this data correctly.
• Error Handling & Rate Limiting: You need to build robust error handling and respect the rate limits of each individual API.

This process is slow, error-prone, and distracts your developers from building core product features.

The Solution: A Universal API with Integrations.do

Integrations.do abstracts away all that complexity. You define your integration logic once as Business-as-Code and can then call it from anywhere with a simple, clean SDK. Here’s how to create that unified customer view.

Step 1: Connect Your Accounts (1 Minute)

First, you connect your Salesforce and Stripe accounts to Integrations.do through our secure dashboard.

1. Log in to your Integrations.do account.
2. Navigate to the "Integrations" section and click "Add Integration."
3. Select Salesforce and follow the secure OAuth flow to grant access.
4. Repeat the process for Stripe, providing your API key.

That's it. You've done the authentication work once. Integrations.do's secure vault now manages all credentials, tokens, and the refresh lifecycle for you. Your application code will never have to handle a raw API key or token again.

Step 2: Define the "Get Unified Customer" Action (3 Minutes)

Next, we'll create a reusable "Action" on the .do platform. An Action is a piece of server-side logic that orchestrates calls between your connected systems.

In our platform's workflow builder, you would define an Action named getUnifiedCustomerByEmail. The logic would look something like this:

1. Input: The Action accepts one parameter: email.
2. Step 1 (Stripe): Use the connected Stripe integration to call the customers.list endpoint with the provided email.
3. Step 2 (Salesforce): Use the connected Salesforce integration to run a SOQL query (SELECT Id, Name, AccountId FROM Contact WHERE Email = ...) using the same email.
4. Step 3 (Merge): Combine the results from both systems into a single, unified JSON object. You can map Stripe's id to stripeCustomerId and Salesforce's Id to salesforceContactId.
5. Output: Return the merged JSON object.

This Action is now a callable service, a powerful piece of your business logic ready to be executed on-demand.

Step 3: Call it From Your Application (1 Minute)

Now for the magic. With the Action configured, you can call it from your application using our simple SDK. All the complexity of the multi-step workflow you just defined is executed with a single line of code.

import { integrations } from '@do/sdk';

// This single line executes our multi-step workflow securely on the .do platform.
// It finds the customer in Stripe, finds the contact in Salesforce, 
// and returns a merged object.
async function getCustomerProfile(email: string) {
  try {
    const unifiedCustomer = await integrations.custom.run('getUnifiedCustomerByEmail', {
      email: email
    });

    console.log('Salesforce ID:', unifiedCustomer.salesforce.Id);
    console.log('Stripe ID:', unifiedCustomer.stripe.id);
    console.log('Subscription Status:', unifiedCustomer.stripe.subscriptions.data[0].status);

    return unifiedCustomer;

  } catch (error) {
    console.error('Failed to fetch unified customer profile:', error);
  }
}

getCustomerProfile('jane.doe@acme.com');

In this example, we've instantly retrieved a 360-degree view of Jane Doe, combining her CRM details from Salesforce with her live subscription status from Stripe. This powerful, context-rich data can now be used to personalize a user experience, inform a customer support dashboard, or drive an internal business intelligence tool.

Beyond a Unified View: Why a Developer Platform Matters

While no-code tools like Zapier are great for simple, event-based "if-this-then-that" automations, Integrations.do is built for developers who need power, flexibility, and control.

• On-Demand Execution: Trigger complex workflows programmatically from your code, not just from a webhook.
• Embeddable: Place integration logic directly into your applications, APIs, and services.
• Business-as-Code: Your integration logic can be version-controlled, reviewed, and tested just like the rest of your codebase.
• Unlimited Extensibility: Connect to any private, custom, or unsupported API using our platform's ability to define custom integrations.

Start Building Today

You've just seen how to transform a complex, multi-system integration challenge into a simple, reusable service in minutes. This is the power of a universal API. Stop wrestling with boilerplate and start delivering powerful Services-as-Software.

Ready to unify your tech stack? Sign up for a free account at Integrations.do and build your first integration today.