Connect Stripe

Connecting Stripe to keep your customer data current and time surveys to real events.

Updated Available on Free Agent Pro Agent Advanced Agent Enterprise

If you take payments through Stripe, it’s the simplest way to keep a customer list current without maintaining one.

Connect it

  1. Open the connections area of your workspace and choose Stripe.
  2. Sign in to Stripe and authorise the connection.
  3. 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 aren’t 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 you’re seeing.

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