Stripe Software Engineer Wesley Chan joins us on the stream to build a customer portal.
In this stream, we show how to set up a Customer Portal and connect it to an Airtable base, which serves as a CRM. Then -- any time a client updates their subsciption via the Customer Portal -- a record is recorded in our Airtable CRM.
// RESOURCES
Wesley Chan: / wesleypchan
Stripe: stripe.com, stripe.com/payments/payment-links, stripe.com/docs/customer-management/get-started
Stream with Joshua Ackerman: • How to use Stripe payment links with Joshu...
// KEEP LEARNING
Get 50$ off the Ultimate Guide to Airtable with code YOUTUBE: https://aatt.io/courses/ultimate-guid...
Newsletter: https://aatt.io/newsletter
// ABOUT ME
Aron here! I started AATT to help you create workflows and automations so you can focus on the stuff that matters. I am a Sr. Community Product Educator at Webflow and formerly of Airtable's Education Team.
🗨️ Twitter: / aronkor
🔗 LinkedIn: / aronkorenblit
🌐 Website: https://aatt.io
// CHAPTERS
Stream start (00:00)
Welcome (03:12)
Intro from Wesley Chan (04:06)
About Stripe, Stripe Payment Links and the Customer Portal (04:54)
Use case overview (8:27)
Building the Customer Portal (12:00)
Viewing the Portal from a Customer’s Perspective (18:14)
Customizing Customer Portal Appearance (22:17)
Setting Up Airtable as a CRM (25:32)
Updating Airtable CRM when Customer Upgrades Subscription (30:14)
Testing the automation (46:06)
Q&A: Creating Audit Logs (49:55)
Wrap-up (58:00)
Thanks for watching!
#airtable #stripe #stripepaymentlinks #stripecustomerportal