Billing Sync for Stripe

Turn Stripe Billing into live CRM data. Every Stripe subscription becomes a SendPulse CRM deal with its status, plan, MRR and billing dates, and every customer becomes a contact. Deals update within a minute of any change in Stripe, so you can automate trial reminders, dunning and win-back. Stripe access is read-only.

Billing Sync for Stripe Billing Sync for Stripe Billing Sync for Stripe Billing Sync for Stripe
  • One deal per subscription with 23 Stripe fields: status, plan, quantity, MRR, currency, billing period, next billing date, trial end, cancellation, latest invoice and payment, and a direct link to the subscription in Stripe.
  • Customers become contacts, matched by email and attached to their deals. A deal you rename or move to your own stage stays as you left it.
  • The deal stage follows the subscription: Trial, Active, Payment attention, Unpaid, Paused, Expired, Canceled. The app creates the stages and fields for you.
  • Real-time updates from 10 Stripe events, plus a daily reconciliation that catches anything missed. Deals that already match Stripe are not rewritten.
  • Full history import, including subscriptions cancelled years ago. It runs in the background, can be stopped and resumed, and never creates duplicates.
  • Several Stripe accounts in one CRM, with test and live mode kept apart.
  • Read-only by design: the app never creates charges, never changes subscriptions and never sees card data.
  • Setup wizard in 11 languages, in the light or dark theme of your account.
  1. Install the app. The setup wizard opens inside your SendPulse account.
  2. In Stripe, create a restricted key with Read access to Subscriptions, Products, Prices, Invoices and Customers, and paste it into the wizard. You can start in test mode: test and live data never mix.
  3. In Stripe, add a webhook destination with the address from the wizard, select the 10 events it lists and paste the signing secret back into the wizard.
  4. Pick a CRM pipeline. The app creates the stages and deal fields itself.
  5. Start the history import. From then on, deals stay current on their own.

To disconnect, remove the connection in the wizard or uninstall the app: syncing stops at once. Deals and contacts already in your CRM stay with you.

Sendpulse tool

CRM

Developer

Sensaria AG

Categories

  • CRM

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