Connect Stripe
Connecting Stripe to keep your customer data current and time surveys to real events.
If you take payments through Stripe, itβs the simplest way to keep a customer list current without maintaining one.
Connect it
- Open the connections area of your workspace and choose Stripe.
- Sign in to Stripe and authorise the connection.
- Confirm which data you want synced.
What comes across
Customers and payment events, so you can survey after a transaction completes.
Good for subscriptions
For recurring revenue, the useful survey moment is usually a few weeks in β after the novelty and before the renewal decision. Stripe events let you time that precisely.
Failed payments arenβt feedback moments
Avoid surveying immediately after a failed payment or a refund. It reads as tone-deaf. Exclude those events from your automation conditions.
Set up what happens next
A connection on its own only moves data. The value comes from what you trigger with it β usually a survey timed to a real event rather than sent in a batch.
β How automations work β Automation recipes
If the connection fails
- Confirm your Stripe account has permission to grant access
- Check whether your organisation restricts third-party app connections
- If credentials recently changed, reconnect from scratch
Still stuck? Contact us and tell us what youβre seeing.
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