Setting up a Credit Card Payment Hold

Manual Option

Log into Stripe and go to:

https://dashboard.stripe.com/test/payments/new

Ensure it is a One-time payment

Tick Capture funds later.

Enter in the customers details and click Submit Payment

Screenshot below:

Automated Option

How It Works:

1. They fill out the form in Lead Linq (name, email, amount, etc.).

2. A webhook sends the data to Make.com.

3. Make.com creates a payment in Stripe (either a Payment Intent or a Payment Link).

4. They receive a Stripe-hosted payment link via email or SMS.

5. They enter their card details on Stripe’s secure checkout page.

This ensures:
✅ Secure transactions (Lead Linq never handles card details).
✅ PCI compliance (Stripe takes care of security).
✅ Flexibility (you can charge automatically or let them complete payment manually).

More help here: https://docs.stripe.com/payments/place-a-hold-on-a-payment-method

Steps:

Go to Make.com and create a new scenario.

• Add a "Custom Webhook" module.

• Click "Add" to generate a unique webhook URL.

• Copy the webhook URL (you’ll use this in Lead Linq).

Set Up Form in Lead Linq

Create a form in Lead LinQ - collect the clients Name, phone, email and enter a monetary field and set your hold amount - this HIDE this field so they can't change it.

Write in a text field how much will be authorised.

Set Up Webhook in Lead Linq (Lead Form Submission Trigger)

1. In Lead Linq, go to Automation > Workflows.

2. Create a new workflow and name it (e.g., "Process Form Payment").

3. Add a trigger: "Form Submitted" and select the specific form.

4. Add an HTTP Request or Webhook action:

   • Method: POST

   • URL: Paste the webhook URL from Make.com

   • Body Type: JSON

   • Fields to Send: Name, Email, Phone, Amount, etc.

     The key is the field name that Make.com will receive.

     The value is the dynamic field from the Lead Linq form.

In stripe - go to Developers - Create a new restricted API key and copy that code.

Configure Stripe Payment in Make.com

1. In Make.com, after the webhook, add a "Stripe – Create Payment Intent" module.

2. Map the webhook data to Stripe:

   • Amount: From form submission.

   • Currency: USD (or your preferred currency).

   • Customer Email: From form submission.

   • Description: “Payment for {customer_name}.”

(Optional) Send Payment Link via SMS/Email

• If you want to send a Stripe Payment Link, add a "Stripe – Create Payment Link" module.

• Then, use the "Lead Linq – Send Email/SMS" webhook to send the payment link to the client.

Test & Activate

• Submit the form on Lead Linq to test.

• If everything works, turn on the scenario! 🎉