Every time a customer pays an invoice, your sales team should know about it. This recipe connects Stripe and Salesforce so that each successful payment is automatically logged as an activity on the matching Salesforce contact or opportunity — no manual data entry required.
What You'll Need
- A Stripe account with active payment processing
- A Salesforce account with API access enabled
- Both integrations connected in Pipeworks
The Workflow
Retrieve recent Stripe payments
The agent pulls a list of recent successful charges from Stripe, including the customer email, amount, currency, and payment date. It filters for payments that completed within a timeframe you specify — for example, the last 24 hours.
Match payments to Salesforce contacts
For each payment, the agent searches Salesforce for a contact or lead whose email matches the Stripe customer email. If a match is found, it identifies the associated account and any open opportunities tied to that contact.
Log each payment as an activity
The agent creates a new task or activity record on the matching Salesforce contact. The activity includes the payment amount, date, Stripe charge ID, and a note indicating it was automatically logged. If an open opportunity exists, the agent can also update its stage.
Flag unmatched payments
Any Stripe payments that don't match an existing Salesforce contact get collected into a summary. This lets your team review them and decide whether to create new leads or investigate further.
What Happens
Your Salesforce records stay in sync with actual payment activity without anyone on your team lifting a finger. Sales reps can see at a glance which prospects have paid, and managers get a clearer picture of pipeline health based on real revenue data.
Run this recipe on a daily schedule so your CRM is always up to date by the time your team starts their morning.