Stripe CRM Integration
Integrate Stripe payments with your CRM for real-time revenue tracking, subscription management, and invoice visibility.
Stripe processes the payments. Your CRM should show the money. But most CRM-Stripe integrations are an afterthought: a basic webhook that logs payment amounts and nothing else. We build a comprehensive integration that gives your team real-time visibility into payment status, subscription health, failed charges, refunds, and revenue metrics directly on CRM records. Your sales team closes deals with live payment context. Your support team resolves billing issues without opening the Stripe dashboard.
What We Connect with Stripe
Specific data points and features we sync between Stripe and your custom CRM. Not a generic connector that maps name and email and calls it done.
- Payment events (successful, failed, refunded) logged on CRM deal records
- Subscription status, renewal dates, and MRR tracked per contact
- Invoice creation and payment links generated from CRM deal actions
- Failed payment alerts triggering CRM retention workflows
- Revenue metrics (LTV, MRR, churn) calculated and displayed in CRM
- Stripe customer portal links accessible from CRM contact records
How It Works
We use Stripe Webhooks and the Stripe API to build a real-time integration with your CRM. Payment events, subscription changes, and invoice updates trigger immediate CRM record updates. We build custom revenue dashboards that pull live data from Stripe (MRR, LTV, churn rate, payment failure rates) and display them on CRM contact and deal records. For teams that invoice through the CRM, we build Stripe payment link generation directly into the deal workflow. Everything is configured to your pricing model and billing process.
Benefits Over Off-the-Shelf Connectors
What you get with a custom Stripe integration that no pre-built connector can offer.
Real-time payment visibility on every CRM deal and contact record
Failed payment recovery workflows triggered automatically in CRM
Subscription health monitored without logging into Stripe
Revenue metrics calculated in CRM from live Stripe data
No middleware sitting between your payments and your CRM
Support team resolves billing issues faster with full payment context
What Our Clients Say
“International sourcing, customs tracking, and wholesale distribution. Our CRM handles the complexity of cross-border commerce that no off-the-shelf tool could manage.”
Dennis Chen
Managing Partner, Pacific Rim Trading
Los Angeles, CA
“Every client touchpoint is logged, timestamped, and searchable. When regulators come knocking, we pull reports in minutes instead of scrambling for weeks.”
Diana Morales
Compliance Officer, Heritage Trust Partners
Dallas, TX
“ERP and CRM in sync. When a customer calls, anyone on the team can see order status, quality reports, and communication history. No more 'let me check and call you back.'”
Linda Tran
Operations Director, Pacific Plastics Inc
Long Beach, CA
“Trust accounting integration and matter management built for Australian legal requirements. Compliance is built in, not bolted on.”
Sophie Chen
Principal, Chen & Partners Law
Brisbane, QLD
“QuickBooks integration was the selling point. Jobs flow from CRM to invoice without anyone retyping data. My bookkeeper went from working weekends to leaving at 5.”
Brian Kowalski
Operations Manager, Kowalski Electric
Pittsburgh, PA
“Wine club management, tasting room POS, and wholesale distribution CRM. Every customer interaction across all channels feeds into one profile. Our wine club retention hit 85%.”
Andrea Russo
Head of Sales, Bella Vista Winery
Napa, CA
“We built our product but managed sales in spreadsheets. The irony wasn't lost on us. Custom CRM with Stripe billing integration transformed our revenue operations.”
Emily Chang
VP of Sales, CloudStack Solutions
San Francisco, CA
“REA Group and Domain listings synced automatically. Buyer matching, open home management, and settlement tracking built for the Australian market specifically.”
Ben O'Connor
Director, Southern Cross Property
Melbourne, VIC
Ready to Connect Stripe with Your CRM?
Book a discovery call and we'll walk you through exactly how Stripe will integrate with your custom CRM: direct API, no middleware, built for your workflow.