Stripe is an American financial company that allows merchants to accept credit card payments through their websites.
Using this platform, companies can accept over 135 currencies as payment. Customers can even pay with Bitcoin.
Stripe also includes features for subscription businesses, marketplaces, in-person retailers, and more. Fraud detection, invoicing, financing, and other features are also available.
What can I do with Custify and Stripe?
- Segment customers based on data like total or monthly recurring revenue.
- Define lifecycle stages based on revenue and make sure it stays on track with tasks and alerts. For example, you can set alerts for unpaid invoices or if the last transaction status is failed.
- Build customer success playbooks based on revenue or unpaid invoices. For example, if revenue drops below a certain amount, a series of messages can be sent via email or other channels.
- Create health scores and KPIs in Custify based on MRR or total income values.
- Create alerts for failed payments or based on the time since last failed payment.
How does Custify work with Stripe?
From the connected Stripe account you can import multiple data points related to client revenue:
- Count of unpaid invoices: See the number of unpaid invoices issued to the company.
- Unpaid total: The total amount to be paid.
- Monthly recurring revenue (MRR): This is a calculated metric based on the last payment amount.
- Total income: The total amount received from the company since the beginning of its subscription.
- Last transaction status: If a company’s payment has failed on the last transaction. This can be sorted in specific segments or targeted with playbooks.
- Next billing date: When a company’s next invoice will be issued according to their subscription.
Can I get a notification in Custify on failed payments/charges?
You can build a custom alert using customer segmentation and playbooks based on the last transaction status.
How do I activate this integration?
- Sign in to your Custify account and navigate to the Integrations section.
- Select the attributes that should be matched (for example, Customer ID in Stripe and Company ID in Custify) and press “Connect to Stripe”:
- On the Stripe page, grant permissions to Custify.