Setting Up Stripe as a Payment Gateway in ClickFunnels

  • Published on Feb 14, 2025
  • 5 minute(s) read

Stripe can be seamlessly integrated with ClickFunnels, enabling you to connect your Stripe account directly to your workspace. This integration allows you to process payments for your products and services efficiently. In this article, you will learn how to integrate your Stripe account with ClickFunnels and enable it as a payment gateway.

Requirements

  • An active ClickFunnels account

  • A Stripe account

Note:

The Stripe integration is currently in Beta. If you are interested in using Stripe as a payment processor within ClickFunnels, you will need to submit your interest by joining the ClickFunnels Stripe Pilot Program. This will allow you to secure early access and help improve the integration experience. While adding the Stripe app to your ClickFunnels workspace, follow the on-screen instructions to join the program.

Connecting Your Stripe Account to ClickFunnels

Step 1 - Add the Stripe App to Your Workspace

  1. Log in to your ClickFunnels account and navigate to the Apps section from the left-hand menu.

  2. Click on + Add Apps to navigate to the Apps page.

  3. Locate the Stripe app in the list of available integrations.

  4. Click Join the Pilot Program to access the sign-up page and request beta access. Enter your ClickFunnels account email address and submit the form to request access to the Stripe app.

Step 2 - Connect Your Stripe Account

  1. After clicking Add App, you will be redirected to the Stripe installation page.

  2. Choose one of the following options:

    • Connect a New Stripe Account: If this is your first time connecting Stripe to ClickFunnels, select this option.

    • Select an Existing Stripe Account: If you have linked your Stripe account to a different workspace, you can choose the same account for this workspace. For instance, if your ClickFunnels account has three workspaces and one is connected to Stripe, you can also utilize that Stripe account in the other workspaces.

  3. Click Create Stripe Installation.

  4. Use your Stripe username and password to log in to your Stripe account.

Step 3 - Set Up Your Business

  1. At this stage, you must add a business account in Stripe.

  2. If you previously connected Stripe with ClickFunnels, you can use the saved business information to create a new account. When you set up a new business account, Stripe will automatically populate any relevant previously stored information. However, if this is your first time integrating Stripe into your ClickFunnels workspace, it may not offer the option to use the existing business details and will instead ask you to create a new business account.

  3. During the configuration, you must provide your business information and connect a payment method for receiving payouts.

  4. Optionally, Stripe may prompt you to configure Value-added Tax (VAT) preferences based on your business type and product offerings. Select the appropriate options (e.g., digital goods, services, or physical goods) and click Opt-in to Stripe Tax, if applicable.

  5. Follow the on-screen instructions provided by Stripe to complete the installation process.

Step 4 - Complete the Installation

  1. Review all entered business details and click Agree and Submit to finalize the setup.

  2. Once submitted, you will return to the Stripe installation page in ClickFunnels.

  3. Verify the integration status. A successful integration is indicated by green markers confirming the setup is complete.

Preparing Your ClickFunnels Workspace to Accept Payments

To start accepting payments in your ClickFunnels workspace, ensure the following settings are configured in the workspace settings:

Set the Default Payment Processor and Currency

  1. Navigate to Workspace Settings from the left-hand menu and select the General tab.

  2. In the Payment Settings section, locate the Default Payment Processor dropdown.

  3. Select your Stripe account from the list to set it as the default processor for handling transactions.

  4. Set the workspace currency under the Currency dropdown.

Note:

The "Default Payment Processor" selector will be displayed only if your workspace has multiple payment processor accounts connected, such as two Stripe accounts or a combination of one Stripe account and the Payments AI account.

Creating a Product

Before you can accept payments, you need to create the products that customers will be purchasing:

  1. Navigate to the Products menu and select All Products.

  2. Click Create Product to create a new product, or choose Add from Zendrop to import a product from your Zendrop account.

  3. Complete the necessary fields, such as product name, pricing, variations, etc, and save the product.

Configuring products accurately is crucial for a seamless checkout process. For more detailed guidance, refer to our existing article on Products - How to Create and Manage Products for more comprehensive guidance.

Accepting Payments in the Store

Once your product is created, you can make it available in your ClickFunnels store:

  1. Enable ‘Sales Channel Visibility’: In the product settings, enable the Online Store option to make the product available in your store.

  2. In the Store app, access the store editor by clicking the Customize Store option.

  3. In the left-side navigation, expand the Store Front menu and select the Product page. When customers click on a product in the storefront, they will be redirected to the product page.

  4. Ensure the product page contains a Checkout Element to enable payment collection.

Once these steps are complete, customers can visit the store and purchase your product using the connected Stripe account.

Learn more about the ClickFunnels Store in the article Getting Started with ClickFunnels Store.

Note:

The Store app in ClickFunnels uses the default payment processor configured within the workspace settings.

Accepting Payments in a Funnel

Payments can also be collected through funnels:

  1. Access to a Funnel:

    • Navigate to the Funnels menu in the ClickFunnels dashboard.

    • Create a new funnel or access to an existing one.

  2. Select a Payment Processor:

    • In the Funnel Settings, select Stripe as a payment processor. If Stripe is already designated as the default processor in the workspace settings, you do not need to manually select it again here.

      Note:

      The "Payment Processor" selector will be displayed only if your workspace has multiple payment processor accounts connected, such as two Stripe accounts or a combination of one Stripe account and the Payments AI account.

  3. Add a Page to the Funnel:

    • You can use a pre-built Order Page Template with a Checkout element.

    • Alternatively, you can add a Checkout element manually using the page editor. Do not use the Legacy Checkout element.

  4. Attach a Product to the Funnel Page:

    • Click the three-dot icon on the funnel page, select Add Products, and link an existing product from your workspace.

  5. Set Funnel to Live Mode:

    • In the funnel settings, switch Test Mode to “No” to make the funnel live.

Once these steps are complete, you can share your funnel, and users can make purchases.

Related articles