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    • Connect HubSpot
    • Connect Stripe
    • Connect Slack
    • Field mapping
    • Troubleshoot sync
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On this page
  • Wire it up
  • What lands on the customer
  • Read-only by design
  • Gotcha: domain collisions
  • Related
Integrations

Connect Stripe

Pull Stripe subscriptions, MRR, and payment status onto every Pivotal customer.
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Stripe owns the billing truth. Once connected, Pivotal mirrors every Stripe subscription onto the matching customer and surfaces MRR, current plan, and payment status in the customer header. Your CSMs see “Plan: Growth, MRR $1,400, payment failing” without opening Stripe.

The match key is the customer’s domain field. Pivotal looks at each Stripe customer’s email, takes the part after the @, and joins it to a Pivotal customer with that domain. Stripe customers on personal email domains (gmail, outlook, icloud) are skipped by default. Flip the Match personal emails toggle if you want them in.

Wire it up

1

Open the integration

Go to Admin > Integrations > Stripe and click Connect Stripe.

2

Authorize via Stripe OAuth

Stripe opens its consent screen. Pivotal asks for read access on Customers, Subscriptions, Invoices, and Payment Intents. Pick the Stripe account and click Connect. Live mode and test mode are separate connections. Connect both if you want test data on staging customers.

3

Pick the subscription scope

Default scope is All active subscriptions. You can narrow this to specific products or specific Stripe lookup keys if you bill multiple companies out of one Stripe account.

4

Run the initial sync

Click Run initial sync. Pivotal walks every Stripe subscription matching the scope and writes them to customers by domain. The integration page shows matched, unmatched, and skipped counts when it finishes.

What lands on the customer

Pivotal fieldSource in StripeNotes
plansubscription.items[0].price.lookup_key (falls back to product name)Pick a price lookup key like growth_monthly for clean labels.
mrrSum of all active subscriptions, normalized to monthly USDQuarterly and annual plans divide by 3 and 12.
payment_statusMost recent invoice.status on the customerOne of paid, past_due, failing, none.
billing_started_atEarliest subscription.start_dateUsed for tenure calculations and the health score.
stripe_customer_idcustomer.idShown on the customer page footer with a deep link to Stripe.

Read-only by design

Pivotal never writes to Stripe. There is no path to cancel a subscription, refund an invoice, or change a price from inside Pivotal. If you want billing actions on a customer page, build them with a webhook that points at your own backend.

Gotcha: domain collisions

If two Stripe customers share a domain (a parent company and a subsidiary on the same email), Pivotal merges their MRR onto one Pivotal customer. The integration page flags these as Ambiguous matches so you can decide which Stripe customer wins, or split the Pivotal customer into two.

Related

  • HubSpot integration
  • Health score
  • Troubleshoot sync

Email help@pivotal.app with a screenshot of where you got stuck and the customer or onboarding id from the URL.