Stripe integration
Use Stripe invoicing data in Zero to segment customers, flag overdue invoices, track revenue trends, and connect payments to CRM activity.
New: Stripe integration
You can now segment the customers in your CRM based on the invoicing data.
Some use cases:
- Segment contacts by total invoiced amount to identify high-value customers
- Automatically flag overdue invoices
- Track monthly revenue trends directly alongside customer interactions
- Filter customers with unpaid invoices
- Link payments to CRM activities to get a full picture of relationship health and value
- Build custom dashboards combining Stripe revenue data with sales activity and pipeline stages