Salesforce and Stripe, read together
Salesforce holds the pipeline: leads, accounts, opportunities and the activity logged against each. Stripe collects the money: charges, refunds, disputes and subscriptions, settled in batched payouts. The deal is closed-won in Salesforce; the payment in Stripe failed twice, and the renewal conversation is already underway.
Liaison reads Stripe and Salesforce together, matches charges and subscriptions to accounts and deals, and tells you what was sold, what was actually collected, and where the two disagree.
Where Salesforce and Stripe disagree
- Closed-won deals in Salesforce with no successful payment in Stripe.
- Failed or retried subscription payments in Stripe on accounts Salesforce shows as healthy.
- Payments in Stripe from customers who have no account in Salesforce.
- Deal amounts that differ from what was charged, after discounts, prorations and refunds.
- Disputes opened in Stripe that the account owner never hears about.
Questions it answers across both
- “Which deals closed this quarter have not been paid?”
- “Which accounts with an open renewal or upsell have a failed payment in Stripe?”
- “What did we actually collect from this account this year, against what Salesforce says we sold?”
- “Which customers paying in Stripe are not in Salesforce at all?”
What Liaison does with Salesforce and Stripe
- Matches Stripe charges and subscriptions to Salesforce accounts and lists the unpaid closed deals and the payers with no account.
- Flags failed payments and disputes on owned accounts to the owner, before the next call.
- Drafts the payment-failure follow-up to the customer in your voice, for you to send or approve once.
- Writes the monthly sold-versus-collected summary from both systems.
What it reads and does in each
Liaison across Salesforce and Stripe, set up with you, for $629 a month.
- Connects to Salesforce and Stripe with access you grant and reads them as one record; nothing is replaced or re-entered.
- Does the routine work in your voice; each kind of work is approved once.
- Answers across both: what Salesforce says, what Stripe says, and where they disagree.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison charge, refund or retry payments in Stripe?
Never on its own. Anything that moves money waits for your yes every time.
Will it change Salesforce records?
It drafts the payment status onto the account or deal and waits for your confirmation on the first; then it keeps that field current.
Can it match a payment to a deal when the names differ?
It matches on email, company and amount and tells you which matches it is unsure about.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.