Integrate Stripe with Close.io
Stripe is a SaaS payment management tool. It is built to be an all-in-one payment solution for any business, whether that business offers an on-demand service, traditional product sales, or subscription-based services. Stripe’s tools are designed to help users with a variety of tasks related to running those businesses, including: issuing refunds, processing orders, and managing different subscriptions.
Close.io is a CRM with built-in communication tools that can track and assess the communication between team members and leads. Close.io gauges team member performance by using a number of metrics, including how many calls they are making, how long those calls last and the value of those calls. It can also track the lead’s side of an interaction by logging actions taken by email recipients - both holistically and individually - like exactly who opened an email and when.
Popular Use Cases
Bring all your Stripe data to Amazon Redshift
Load your Stripe data to Google BigQuery
ETL all your Stripe data to Snowflake
Move your Stripe data to MySQL
Bring all your Close.io data to Amazon Redshift
Load your Close.io data to Google BigQuery
ETL all your Close.io data to Snowflake
Move your Close.io data to MySQL
Integrate Stripe With Close.io Today
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Stripe's End Points
Retrieve data from all your customer transactions, which provides basic details about the customer, such as their name, address, and email, in addition to data about the charge itself, such as if it was accepted, disputed, refunded, etc.
View or create data about new and existing customers, which allows you to track recurring charges, subscriptions, and multiple purchases. This can, in turn, help you to monitor a customer’s transaction history throughout their lifecycle with your company.
Retrieve any automatically recorded event that occurs on your account, whether it’s a charge, subscription, failed invoice payment, or anything else of note. This allows you to have current, up-to-date data about what is happening on your account at any given moment.
Monitor an invoice, which is created as part of a recurring payment on Stripe. This returns data on the charged amount, whether the invoice was successful, how many attempts the invoice has made to collect the money, and which subscriptions are linked to that invoice, if applicable.
Collect data on different subscription plans that you have, which includes the cost of the plan, how and when it is billed, and the plan’s trial period. You can then integrate the plan data with your subscription or customer data to get a deeper view of the sales performance of various plans.
Track which clients are subscribed to which plans, as well as when they subscribed, when they canceled, and how many users they are subscribed with. This field also allows you to track charges associated with those subscriptions so that you can monitor the revenue they generate.
Close.io's End Points
Request information about a contact that works for one of your leads, including the contact’s name, title, phone number, ID or email address. This data allows you to more closely track communications, both with individual contacts and with groups of contacts within a company.
Track all actions that are related to a lead, including emails, phone calls, notes and status changes. Then, retrieve data about those activities, such as the content of a note, the length of a call or the date and time that a status was changed. This information will give you a more detailed view of your team’s interactions with that lead.
Retrieve details surrounding a deal or potential deal, such as who the deal is with, the value of the deal, and its status (i.e. whether it is won, lost, or active). You can then more accurately project your business’ revenue and gauge the performance of team members involved with those opportunities.
Get data about a subset of agents within your company, including the status of their deals, which team members belong to that organization and what their contact information is. Then, use this data to generate more detailed analytics on various segments of your team.
Close.io Custom Fields
Create custom Close.io fields that track data in ways that are more useful to your company. For example, create a custom list of categories to sort your leads by and use those fields to perform lead searches that are more relevant to the specific interests of your company.