Salesforce and Stripe integration

Stripe and Salesforce, one customer list

CRM Connector keeps Stripe customers and Salesforce contacts the same, both ways or one way, so a customer who paid online through Stripe is in front of sales without retyping.

  • Stripe App Marketplace app
Salesforce logoStripe logo

Contacts, two way or one way

At a glance

Contacts stay the same on both sides.

Salesforce logoStripe logo

What syncs

  • ContactsBoth ways
What holds for each system on its own:How Salesforce behavesHow Stripe behaves

How it runs

Both ways or one way, your choice

Per record type you choose both ways or one way. With both ways on, you pick whether Salesforce or Stripe leads when the same record changed in both since the last sync.

Options for Salesforce and Stripe

  • Everyone, customers only or leads only
How a sync between Salesforce and Stripe runs, and how conflicts are settled

Record by record

What syncs between Salesforce and Stripe

Which Salesforce field matches which Stripe field, and what each change does.

Starts in
Salesforce logoFieldsStripe logo
  • First nameWhen createdName
  • Last nameOnly in SalesforceNot in Stripe
  • Account nameWhen createdBusiness name
  • EmailBoth waysEmail
  • Business phone, or mobileBoth waysPhone
  • Mailing addressBoth waysAddress
  • On a won opportunityEach works it outPaid invoices
  • Lead sourceOnly in SalesforceNot in Stripe

It happens in Salesforce, then in Stripe

  • A new contact

    Looked for in Stripe on the exact email, then on the phone where your Stripe account offers customer search (only the same person counts), because Stripe allows duplicate customers. Updated when found; otherwise created, with first and last name joined into one name.

  • Email, phone or address changes

    The same change is made to the Stripe customer on the next sync.

  • The company changes later

    Not carried: the account name reaches Stripe when the customer is created.

  • Name changes later

    Not carried: Stripe keeps one name, set when the customer is created.

FAQ

Questions about Salesforce and Stripe?

Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.

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With CRM Connector Platform, what can I sync between Salesforce and Stripe?

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Sign in to Salesforce and Stripe, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.