Overview
Attio is the CRM where your team manages the entire customer relationship, from the first conversation to renewal. Stripe is the payment platform that manages the entire financial relationship. A proper integration between them breaks down the wall between your GTM and Finance teams, enriching your CRM with live revenue data to create a single source of truth for the entire business.
The common problem is that sales and success teams, working in the CRM, have no visibility into the financial health of their accounts. They can't see subscription statuses, payment history, or churn signals like failed payments. This forces manual reporting and creates blind spots. The solution is a direct API integration that syncs all critical subscription and payment data from Stripe directly onto your records in Attio.
Our Approach
Novlini builds a secure, real-time pipeline from Stripe to Attio using webhooks to ensure your CRM is always enriched with the latest financial data.
Sync Subscriptions, Plans, and MRR: When a customer's subscription is created or updated in Stripe, we sync that information to custom fields in Attio. Give your entire team visibility into key metrics like MRR, current plan, and next renewal date.
Log Real-time Financial Events: Get an instant feed of important payment events. We log new subscriptions, successful payments, failed payments, disputes, and cancellations as activities on the Attio record the moment they happen in Stripe.
Automate Churn Prevention and Expansion: Use Stripe events to trigger Attio workflows. When a payment fails, automatically create a task for the account owner to follow up. When a customer upgrades their plan, notify their CSM to reach out with a thank you.
Ensure 100% Accurate Revenue Reporting: Automatically update deal or company records in Attio with the actual contract value from Stripe. This eliminates discrepancies and ensures your pipeline and revenue reporting are always perfectly accurate.
Proven Results
This integration is essential for any subscription business (SaaS, media, services). It gives your entire team from sales and success to finance and leadership a complete, real-time, and accurate view of your customers and revenue, directly within the CRM.