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Payment integration

Connect Stripe payments to CRM, sales and customer onboarding

Use Stripe as a connected payment provider while Lead Connector manages the customer journey around the transaction. Keep products, checkout, invoices, subscriptions, payment status, refunds and downstream service workflows tied to the correct contact and opportunity.

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Quick answer

Connect the intended Stripe account in payment settings, confirm live versus test context, configure products and supported checkout surfaces, then build workflows around verified payment, subscription and refund events. Use the provider transaction or subscription ID to prevent duplicate fulfilment.

What you can build

  • Accept supported card and wallet payments
  • Use order forms, invoices and payment links
  • Create and manage recurring subscriptions
  • Move opportunities after verified payment
  • Automate fulfilment and customer onboarding
  • Handle failures, cancellations and refunds safely

Before you start

  • Administrator access to the intended Stripe account
  • Correct legal entity, currency and payout configuration
  • Defined products, prices, taxes and refund policy
  • Published checkout or invoice experience
  • A transaction-ID and subscription-ID matching policy

Step-by-step implementation plan

1

Confirm account and environment

Connect the correct Stripe business and distinguish test records from live transactions before building operational workflows.

2

Model products and billing

Define products, prices, one-time or recurring behavior, currency, taxes, trials and billing terms before publishing checkout.

3

Choose payment surfaces

Configure supported order forms, payment elements, links or invoices and test customer-visible totals, receipts and mobile checkout.

4

Connect payment events to CRM

Match the payer to a contact and opportunity, store stable transaction and subscription references and preserve product context.

5

Automate each lifecycle event

Build separate paths for success, failure, subscription changes, cancellation and full or partial refund rather than treating every event as paid.

6

Reconcile and monitor

Compare provider transactions with CRM orders and workflow history, alert exceptions and test a controlled refund before launch.

Practical workflow recipes

Successful checkout to onboarding

Trigger

Payment Received with successful status and selected product

Actions

  • Verify transaction ID
  • Update opportunity to paid
  • Tag product
  • Notify delivery
  • Start onboarding once

Result

A confirmed transaction produces one accountable handoff.

Failed recurring payment recovery

Trigger

Supported subscription or payment status indicates failure

Actions

  • Do not provision new access
  • Notify finance or owner
  • Send approved recovery message
  • Create follow-up task
  • Stop after recovery or cancellation

Result

Revenue recovery is visible without falsely marking the customer paid.

Refund control

Trigger

Supported full or partial refund event

Actions

  • Match refund and transaction
  • Update financial status
  • Notify service owner
  • Adjust access according to policy
  • Record reason

Result

Refunds update customer operations without duplicate revocation.

Recommended data map

Stripe customer IDProvider-side customer matchingcus_…
Transaction or payment intent IDIdempotency and reconciliationpi_…
Subscription IDRecurring lifecyclesub_…
Product, price and currencyEntitlement and reportingGrowth Annual / USD
Payment and refund statusWorkflow routingsucceeded / partially_refunded
Contact and opportunity IDCRM ownershipCustomer and paid opportunity

Reliability and security controls

  • Connect the intended production account and grant only the permissions required for the documented workflow.
  • Use stable external IDs for matching and idempotency; never rely on a customer name alone.
  • Test create, update, failure, duplicate and disconnected-account paths before publishing.
  • Keep credentials in the provider connection or an approved secret store, never in a browser page or public webhook payload.
  • Assign an owner for failures and review connection health, workflow history and business outcomes regularly.

Troubleshooting

Payments appear in the wrong account

Verify the connected Stripe business and live/test context before disconnecting or moving workflows.

A successful payment does not start automation

Check the exact trigger, successful-status filter, product/source filter and workflow publication and execution history.

Onboarding happens twice

Use the unique transaction or subscription event as the idempotency key and restrict workflow re-entry.

Refund status differs between systems

Match the provider refund ID to the original transaction and distinguish partial, full, pending and failed refunds.

Official resources

Official payments documentationOfficial subscription and refund triggers

Availability note

Connectors, events, actions and usage charges can vary by plan, account and region. Verify the options shown in your account and test them before publishing.

Frequently asked questions

Can Stripe payments start Lead Connector workflows?

Supported payment, subscription and refund events can trigger workflows when the provider, status and product filters are configured correctly.

Can I sell subscriptions?

Yes, supported recurring products and subscription experiences can be connected to CRM workflows.

Should fulfilment start from a form submission?

Use a verified successful payment event for paid fulfilment, not merely a form or order submission.

How do I prevent duplicate onboarding?

Store and check the unique transaction or subscription event ID and control workflow re-entry.

Related integration guides

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Shippo

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Google Merchant Center

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Turn the connection into a measurable process

Connect the event to an owner, next action and outcome, then test it before launch.

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