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Taking payments in Zoho CRM in Canada: Moneris, Helcim, Stripe and more

By Harikrishnan, Founder & Chief Zoho Consultant, Flowpeak · 10+ years in Zoho · Published · Last updated

Canadian businesses connect Moneris, Helcim, Stripe or PayPal to Zoho CRM so payment links, card payments and statuses sit on the customer record, and use GoCardless for pre-authorized debit. Payments then reconcile in Zoho Books. Each of these integrations starts from CAD 450 with Flowpeak.

Zoho CRM setup from USD 500Fixed price in writing. Every service has a published price.

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  • Calls in your business hours
  • 30 days of free fixes

Most Canadian businesses already have a payment provider before they move to Zoho. The question is how to connect it so sales can send a payment link and finance can see what was paid without re-keying.

Providers we connect

ProviderGood forStarting price
MonerisCard payments with a Canadian bank-owned processorCAD 450
HelcimInterchange-plus card pricing, popular with SMBsCAD 450
StripeOnline payments and subscriptionsCAD 450
PayPalCustomers who prefer PayPalCAD 450
GoCardlessPre-authorized debit for recurring billingCAD 450

What the integration does

  • Payment link sent from a quote, deal or invoice
  • Payment status written back to the CRM record
  • Paid invoices marked in Zoho Books and matched to bank deposits
  • Failed or overdue payments trigger tasks or reminders
  • Refunds and fees recorded for reconciliation

Interac e-Transfer

Many Canadian customers pay by Interac e-Transfer. These usually arrive in your bank account and are matched to invoices through Zoho Books bank feeds rather than through a direct integration.

Prices in CAD

ItemStarting price
Zoho CRM setupCAD 700
Any one payment integration aboveCAD 450
Example: setup + Moneris + GoCardlessCAD 1,600

Processor fees are charged by the provider and are not included.

Working with Flowpeak

We are based in Chennai, India and work with Canadian businesses remotely. We do not have staff in Canada. India is 9.5 to 13.5 hours ahead of Canadian time zones, so we hold calls in your morning and work while you sleep.

Want help putting this into practice? Flowpeak works as a Zoho implementation partner for companies in Canada, delivering remotely from Chennai. Book a free call to talk through your setup.

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  • Fixed price in writing
  • Paid by milestone
  • 30 days of free fixes after go-live
  • Registered Zoho partner

Frequently asked questions

Can Moneris connect to Zoho CRM?

Yes, from CAD 450.

Can Helcim connect to Zoho CRM?

Yes, from CAD 450.

Can Zoho collect pre-authorized debit in Canada?

Yes, through GoCardless, from CAD 450.

Does Zoho support Interac e-Transfer?

e-Transfers are usually matched to invoices through Zoho Books bank feeds.

Are processor fees included?

No. They are charged by the payment provider.

Can payments update Zoho Books automatically?

Yes. Paid invoices are marked and can be matched to deposits.

What does a typical setup cost?

For example, CRM setup plus Moneris and GoCardless starts from CAD 1,600.

Do you have a Canadian office?

No. We work remotely from India.

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