Connect your Shift4 merchant processing to your CRM sub-accounts with zero friction. Power one-time payments, recurring subscriptions, invoices, and funnels — without high gateway fees.
We never store, touch, or transmit credit card numbers, CVVs, or expiration dates on our servers. All card data is tokenized securely in the user's browser directly with Shift4's PCI Level 1 certified vault (shift4.js). Only secure, single-use tokens are used to process transactions.
Built natively on the Custom Payments Integration Framework. Seamlessly supported across your entire CRM platform.
Embed Shift4 directly in your checkout pages. Customers pay instantly without leaving your custom domain.
Send professional invoices from your CRM with Shift4 as the direct online payment method.
Create recurring billing plans and memberships in your CRM powered seamlessly by Shift4 tokenization.
Issue refunds directly from your CRM transactions screen without logging into another external portal.
When accepting payments on behalf of your agency or clients, compliance and data security are non-negotiable. Our integration was built from day one to strictly eliminate cardholder data liability from your CRM instance and our servers.
Card numbers, CVVs, and expiry dates are tokenized directly in the buyer's browser via shift4.js straight to Shift4's PCI Level 1 secure vault.
Merchant API Secret Keys are encrypted at rest using industry-standard AES-256 encryption. They are never stored or logged in plain text.
OAuth tokens are refreshed automatically on a background schedule to maintain uninterrupted service.
tok_19a3b8... (One-time use)
Search for "Shift4 Payments" in your CRM App Marketplace and click Install to connect your account.
In your CRM Settings > Payments > Integrations, enter your Shift4 Public Key and Secret Key. Verified instantly.
Select Shift4 inside your Funnels, Order Forms, and Invoices. Start collecting payments instantly with zero card liability.
No hidden setup fees, no percentage surcharges from us, and no complicated tiers. Billed directly through your CRM App Marketplace.
Billed monthly through your CRM App Marketplace subscription.
Billed once annually ($8.33/mo equivalent).