Perimattic
payments

Salesforce Stripe Integration - Payments & Billing Sync

The ERPPlugs Stripe-Salesforce connector syncs Stripe customers, subscriptions, invoices, charges, and refunds with Salesforce records. Stripe webhooks update payment status on Accounts and Opportunities, and failed payments can create Tasks for the owner. Salesforce Accounts can also be used to create Stripe customers and invoices.

Show Stripe subscriptions, invoices, and payment status on Salesforce Accounts and trigger follow-up when payments fail.

Stripe
Salesforce
5-minute setup30-day money backNo coding required
Overview

What this connector does

For subscription and online-payment businesses, Stripe knows what has been paid while Salesforce knows who the customer is and who owns the relationship. This connector links Stripe customers to Salesforce Accounts, brings subscriptions, invoices, and payment events into Salesforce, and can create Stripe customers and invoices from Opportunities. Stripe webhooks drive updates, so account owners see failed payments and refunds as they happen.

At a glance

Category
payments
Capabilities
12
Synced data types
6
Setup time
~5 minutes
Before vs After

What changes when you plug ERPPlugs in

See how automation transforms your Stripe-Salesforce workflow.

TaskManual IntegrationERPPlugs
Customer linkingSupport copies customer emails between Stripe and Salesforce to find the right recordStripe customers are linked to Accounts by ID, email, or a field you choose
Subscription statusAccount owners log into Stripe to check whether a subscription is activeSubscription plan and renewal date show on the Salesforce Account
Failed paymentsFailed payments are noticed only when the customer complains or churnsFailed payment webhooks update status and create a Task for the owner
Invoicing from dealsInvoices for closed deals are created manually in the Stripe dashboardStripe invoices can be created from an Opportunity and linked back
Refunds and disputesRefunds and disputes are not visible on the Salesforce AccountRefund and dispute events appear on the related Salesforce record
Who It's For

Built for teams that need reliable automation

The Stripe <-> Salesforceconnector fits into finance, ops, and revenue teams that have outgrown copy-paste — the ones whose month-end close should not depend on a spreadsheet, whose ledger accuracy should not depend on human vigilance, and whose sales velocity should not stall behind an accountant's inbox.

Below are the roles that get the fastest return the moment this connector goes live. If yours is on the list, the payback is typically visible in the first billing cycle.

Customer Success Manager

Wants to see subscription and payment health on the Account and be alerted when a payment fails.

Finance or Billing Operations

Needs invoices created from agreed deals and payment outcomes tracked against the right customer.

Salesforce Administrator

Responsible for keeping Stripe IDs and payment fields consistent and wants webhook handling that is verified and idempotent.

Architecture & Sync

How data flows and what gets synced

The bridge between Stripe and Salesforce, and the exact records that move across it.

Data flow
Stripe

Stripe

ERPPlugs

ERPPlugs Engine

Salesforce

Salesforce

What flows across
CustomersSubscriptionsInvoicesPayments & Failed ChargesRefunds & DisputesProducts & Prices
Sync details
Data TypeDirectionFrequency
CustomersBidirectionalOn change
SubscriptionsStripe → SalesforceOn webhook
InvoicesBidirectionalOn creation or Opportunity close
Payments & Failed ChargesStripe → SalesforceOn webhook
Refunds & DisputesStripe → SalesforceOn webhook
Products & PricesStripe → SalesforceScheduled
Automation

Common automation scenarios

Real workflows this connector automates for you.

When

Stripe invoice payment fails

Then

Payment status set to Failed on the Salesforce Account and a Task created for the owner

When

Customer subscription renewed in Stripe

Then

Renewal date and plan updated on the Salesforce Account

When

Opportunity moved to Closed Won

Then

Stripe customer and invoice created, with the invoice link written back to the Opportunity

When

Dispute opened on a Stripe charge

Then

Dispute flag and amount recorded on the Account and the owner notified through a Task

Capabilities

What's included

Everything this connector automates out of the box, no extra setup required.

Stripe customer to Salesforce Account or Contact linking
Subscription status, plan, and renewal date on the Account
Invoice and payment status on the Account and Opportunity
Failed payment and dunning events to Salesforce Tasks
Refund and dispute notifications on the record
Stripe customer creation from a Salesforce Account
Stripe invoice creation from an Opportunity
Product and price mapping to Salesforce Products
Customer metadata to custom field mapping
Webhook signature verification
Multi-currency amounts preserved on records
Field-level mapping audit log
Why It Matters

Key Benefits

What changes for your team once this connector goes live.

Payment Status at a Glance

Account owners see subscriptions and invoice status in Salesforce.

Act on Failures

Failed payments create Tasks so follow-up starts early.

One Customer View

Stripe customers tie to the right Salesforce Account.

No Card Data in the CRM

Only references and statuses are stored in Salesforce.

Free to Try

Try the Stripe ↔ Salesforce Connector Free

Start with 1 connector and 100 transactions/month — no credit card required. See real data flowing between Stripe and Salesforce inside 5 minutes.

Compliance & Setup

Compliance-ready. Live in minutes.

What you get out of the box for statutory compliance — and the exact steps to go live.

Compliance & Compatibility

OAuth 2.0 for Salesforce and StripeStripe webhook signature verificationEncryption in transit (TLS); no full card numbers stored in SalesforceField-level mapping audit log

Stripe

Stripe Billing, Invoicing, and Payments — live and test mode, including connected accounts

Salesforce

Salesforce Sales Cloud and Service Cloud — Professional (with API access), Enterprise, and Unlimited editions

Setup in Minutes

1

Connect Stripe

Authorize ERPPlugs with Stripe and register the webhook endpoint for the events you want.

2

Connect Salesforce

Authorize ERPPlugs through a Salesforce Connected App and add fields for Stripe IDs and payment status.

3

Map Customers, Products and Events

Set the customer match rule, map Stripe products to Salesforce Products, and choose the actions to take on failed payments.

4

Test in Stripe Test Mode

Run test customers and invoices through both systems, then switch to live mode.

7-Day Free Trial

Start free for 7 days — no credit card required

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Explore More

Docs, guides, and other ways to get more out of Stripe.

Answers

Frequently Asked Questions

ERPPlugs matches by a Salesforce ID stored in Stripe customer metadata when it exists, and otherwise by email or a field you choose. After a match, the Stripe customer ID is stored on the Salesforce record. Unmatched customers can be created as new Accounts or held for review.

Yes. ERPPlugs receives Stripe webhook events such as failed invoice payments and updates the payment status on the Account. It can also create a Task for the account owner. This lets customer success follow up before the subscription lapses.

ERPPlugs can create a Stripe invoice from an Opportunity at a stage you set, using the mapped Products and Prices. The Stripe invoice ID and hosted link are written back to the Opportunity. Collection settings such as automatic charge or email invoice follow the Stripe configuration.

No. ERPPlugs does not read or store full card numbers, and Salesforce receives only references such as the Stripe customer ID, last four digits, and payment status that Stripe returns. Card handling stays inside Stripe.

ERPPlugs verifies the signature on each Stripe webhook before acting on it, and events that fail verification are discarded. Processing is idempotent, so repeated deliveries do not create duplicate records. Connected accounts and test mode can be configured separately.

Get Started

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