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Stripe Integration

Sync Stripe customers, payments, and revenue data into your CRM contacts.

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Steps

  1. Go to Settings > Integrations and connect Stripe.
  2. Enter your Stripe API key.
  3. Existing Stripe customers are imported as contacts with payment history.
  4. New payments automatically update contact records.

Good to know

  • Revenue data appears on contact profiles and in analytics.
  • Use this with Finance suite for full billing management.
Example: A subscription SaaS connects Stripe — 1,200 existing customers import as contacts with their MRR + lifetime value visible on each contact card. When a customer's payment fails, their contact auto-tags "past_due" and triggers a recovery drip. When they upgrade, the deal record auto-advances to "Expansion".

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