1.Monitors failed payment events
Integrate Stripe and billing systems to detect failed invoice payment events and start lead matching.
Update customer records and log failed payments in CRM
Automatically monitor Stripe invoice payment failed events across billing and CRM records. Create and update when invoice payment fails, retries exceed threshold, or payment receipts stay missingβso you can log payment-failure activity, update lead status, and assign billing follow-up without manual reporting.
How this automation logs failed payments in your CRM
When invoice payment failed events go unrecorded, billing issues linger and follow-up gets delayed. This automation finds matching leads, creates payment-failure activities, and updates lead statusβso your team can act on failures faster.
Stripeor swap with your favorite app
2.Finds matching leads
Integrate Close and CRM search tools to map customer email and find the matching lead for follow-up.
Closeor swap with your favorite app
3.Creates payment-failure activity
Integrate Close and CRM activity tracking to create activity notes and assign a configured payment-failure owner.
4.Updates lead status
Integrate Close and sales stages to update lead status to the configured failed-payment stage for billing action.
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