EngageBay CRM + Stripe Integration

Integrate EngageBay CRM to Stripe in one click, or tell Integrately AI how you want each contact handled. Create customers and subscriptions, update your CRM records, alert your team, and track payments automatically.

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1.
  • EngageBay CRM
    Contact is created in EngageBay CRM
  • EngageBay CRM
    Contact is updated in EngageBay CRM
  • EngageBay CRM
    Owner is created in EngageBay CRM
  • EngageBay CRM
    Deal is created in EngageBay CRM
  • EngageBay CRM
    Deal is updated in EngageBay CRM
  • EngageBay CRM
    Form is submitted in EngageBay CRM
  • EngageBay CRM
    List is created in EngageBay CRM
  • EngageBay CRM
    Company is created in EngageBay CRM
  • EngageBay CRM
    Company is updated in EngageBay CRM
  • Stripe
    Subscription is cancelled in Stripe Instant
  • Stripe
    Subscription is updated in Stripe Instant
  • Stripe
    Invoice is paid in Stripe Instant
  • Stripe
    Transaction is created in Stripe
  • Stripe
    Subscription is created in Stripe Instant
  • Stripe
    Charge is captured in Stripe Instant
  • Stripe
    Charge is successful in Stripe Instant
  • Stripe
    Charge is failed in Stripe Instant
  • Stripe
    Customer is created in Stripe Instant
  • Stripe
    Customer is updated in Stripe Instant
  • Stripe
    Charge dispute is created in Stripe Instant
  • Stripe
    Fraud warning is created in Stripe Instant
  • Stripe
    Charge dispute funds are withdrawn in Stripe Instant
  • Stripe
    Fraud warning is updated in Stripe Instant
  • Stripe
    Charge dispute is closed in Stripe Instant
  • Stripe
    Charge dispute funds are reinstated in Stripe Instant
  • Stripe
    Charge dispute is updated in Stripe Instant
  • Stripe
    Issuing dispute is created in Stripe Instant
  • Stripe
    Issuing dispute fund is reinstated in Stripe Instant
  • Stripe
    Issuing dispute is closed in Stripe Instant
  • Stripe
    Issuing dispute is submitted in Stripe Instant
  • Stripe
    Issuing dispute is updated in Stripe Instant
  • Stripe
    Checkout session is completed in Stripe Instant
  • Stripe
    Payment intent is successfully paid in Stripe Instant
  • Stripe
    Payment intent is created in Stripe Instant
  • Stripe
    Payment intent is failed in Stripe Instant
  • Stripe
    Refund is issued in Stripe
  • Stripe
    Event is added in Stripe
  • Stripe
    Invoice is created in Stripe Instant
  • Stripe
    Invoice is updated in Stripe Instant
  • Stripe
    Invoice is sent in Stripe Instant
  • Stripe
    Draft invoice is finalized in Stripe Instant
  • Stripe
    Draft invoice is deleted in Stripe Instant
  • Stripe
    Coupon is added in Stripe
  • Stripe
    Invoice payment is successful in Stripe Instant
  • Stripe
    Payout is created in Stripe Instant
  • Stripe
    Dispute is created in Stripe
  • Stripe
    Invoice payment is failed in Stripe Instant
  • Stripe
    Payout is updated in Stripe Instant
  • Stripe
    Payout attempt is failed in Stripe Instant
  • Stripe
    Payment intent is cancelled in Stripe Instant
  • Stripe
    Payment intent requires action in Stripe Instant
  • Stripe
    Payout is cancelled in Stripe Instant
  • Stripe
    Product is created in Stripe Instant
  • Stripe
    Product is updated in Stripe Instant
  • Stripe
    Product is deleted in Stripe Instant
  • Stripe
    Invoice item is created in Stripe Instant
  • Stripe
    Invoice item is updated in Stripe Instant
  • Stripe
    Invoice item is deleted in Stripe Instant
  • Stripe
    Plan is created in Stripe Instant
  • Stripe
    Plan is updated in Stripe Instant
  • Stripe
    Plan is deleted in Stripe Instant
  • Stripe
    Quote is created in Stripe Instant
  • Stripe
    Quote is accepted in Stripe Instant
  • Stripe
    Quote is cancelled in Stripe Instant
  • Stripe
    Quote is finalized in Stripe Instant
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2.
  • EngageBay CRM
    Create a contact in EngageBay CRM
  • EngageBay CRM
    Update contact in EngageBay CRM
  • EngageBay CRM
    Search contact by email in EngageBay CRM
  • EngageBay CRM
    Add tag to a contact in EngageBay CRM
  • EngageBay CRM
    Remove tag from contact in EngageBay CRM
  • EngageBay CRM
    Search contact in EngageBay CRM
  • EngageBay CRM
    Add contact to a form in EngageBay CRM
  • EngageBay CRM
    Create a company in EngageBay CRM
  • EngageBay CRM
    Search company in EngageBay CRM
  • Stripe
    Void invoice in Stripe
  • Stripe
    Get checkout session by id in Stripe
  • Stripe
    Search checkout session in Stripe
  • Stripe
    Create customer in Stripe
  • Stripe
    Search customer by email in Stripe
  • Stripe
    Get customer by id in Stripe
  • Stripe
    Update customer in Stripe
  • Stripe
    Delete customer in Stripe
  • Stripe
    Send invoice in Stripe
  • Stripe
    Create an invoice in Stripe
  • Stripe
    Create an invoice (line item support) in Stripe
  • Stripe
    Search latest invoice by customer id in Stripe
  • Stripe
    Finalize invoice in Stripe
  • Stripe
    Update invoice in Stripe
  • Stripe
    Get invoice by id in Stripe
  • Stripe
    Delete draft invoice in Stripe
  • Stripe
    Create a subscription in Stripe
  • Stripe
    Cancel subscription in Stripe
  • Stripe
    Search subcriptions by customer in Stripe
  • Stripe
    Get subscription by id in Stripe
  • Stripe
    Create product in Stripe
  • Stripe
    Search product by name in Stripe
  • Stripe
    Get product by id in Stripe
  • Stripe
    Update product in Stripe
  • Stripe
    Delete product in Stripe
  • Stripe
    Create an invoice item in Stripe
  • Stripe
    Update invoice item in Stripe
  • Stripe
    Create payment link in Stripe
  • Stripe
    Create price for product in Stripe
  • Stripe
    Create coupon in Stripe
  • Stripe
    Create payout in Stripe
  • Stripe
    Search product price by product id in Stripe
  • Stripe
    Attach payment method in Stripe
  • Stripe
    Create payment method in Stripe
  • Stripe
    Confirm a payment intent in Stripe
  • Stripe
    Update coupon in Stripe
  • Stripe
    Delete coupon in Stripe
  • Stripe
    Delete invoice item in Stripe
  • Stripe
    Cancel a payment intent in Stripe
  • Stripe
    Cancel payout in Stripe
  • Stripe
    Capture a payment intent in Stripe
  • Stripe
    Get payment intent by id in Stripe
  • Stripe
    Search latest payment intent by customer in Stripe
  • Stripe
    Get charge by id in Stripe
  • Stripe
    Search latest charge for customer in Stripe
  • Stripe
    Search customer by meta data in Stripe
  • Stripe
    Search subscription by meta data in Stripe
  • Stripe
    Create customer balance transaction in Stripe

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Ready Workflows Ready Workflows for EngageBay CRM + Stripe Integration

Capture contacts, manage subscriptions, keep customer records updated, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Stripe + EngageBay CRM Integration

Create EngageBay CRM contact for new Stripe charge

If you're using Stripe to process payments on your website, you may want to create a corresponding contact in EngageBay CRM for each transaction. When a charge is added in Stripe, this automation will automatically create the contact and populate it with the relevant information.

This allows you to keep track of your billing activity and generate reports from within EngageBay CRM.
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  • 1of2
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your EngageBay CRM + Stripe flow

Send payment alerts, sync financial data, and manage onboarding tasks across your favorite business tools. Pick a combination and activate it in one click.

EngageBay CRM
Stripe
+
ShopifyShopify (3)
+
MailchimpMailchimp (2)
+
QuickBooks OnlineQuickBooks Online (2)
+
CalendlyCalendly (2)
+
TypeformTypeform (2)
+
SlackSlack (2)
E
S
S
Create a Shopify customer when a contact is created in EngageBay CRM, and create a customer in Stripe.
New Shopify customers sync with EngageBay CRM contacts while Stripe manages billing automatically, removing manual data entry.
S
E
S
Update the contact in EngageBay CRM and create a customer in Stripe when a new customer is created in Shopify.
Shopify customer signups instantly update EngageBay CRM contacts and set up your billing records in Stripe.
S
S
E
S
Create a product in Shopify and update the deal in EngageBay CRM when a subscription is created in Stripe.
Stripe subscription events automatically publish products in Shopify and update corresponding deals in EngageBay CRM.

Supported triggers and actions for EngageBay CRM and Stripe

Mix and match to build the exact automation you need

EngageBay CRM
EngageBay CRM Triggers & Actions
Contact is created in EngageBay CRM
Triggers the automation when a new contact is created
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Contact is updated in EngageBay CRM
Triggers the automation when a contact is updated
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Owner is created in EngageBay CRM
Triggers the automation when a new owner is created
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Deal is created in EngageBay CRM
Triggers the automation when a deal is created
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Deal is updated in EngageBay CRM
Triggers the automation when a deal is updated
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Form is submitted in EngageBay CRM
Triggers the automation when a form is filled
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List is created in EngageBay CRM
Triggers the automation when a new list is created
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Company is created in EngageBay CRM
Triggers the automation when a new company is created
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Company is updated in EngageBay CRM
Triggers the automation when a company is updated
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Create a contact in EngageBay CRM
Adds a new contact to the contact list
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Update contact in EngageBay CRM
Updates contact information with new details
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Search contact by email in EngageBay CRM
Finds and retrieves contact information using their email address
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Add tag to a contact in EngageBay CRM
Adds a tag to a contact
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Remove tag from contact in EngageBay CRM
Untag the contact
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Search contact in EngageBay CRM
Finds and retrieves contact information
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Add contact to a form in EngageBay CRM
Adds a new contact to a form
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Create a company in EngageBay CRM
Creates a new company record
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Search company in EngageBay CRM
Finds information about a company
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Stripe
Stripe Triggers & Actions
Instant
Subscription is cancelled in Stripe
Triggers the automation when a subscription is cancelled
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Instant
Subscription is updated in Stripe
Triggers the automation when a subscription is updated
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Instant
Invoice is paid in Stripe
Triggers the automation when an invoice is marked as paid
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Transaction is created in Stripe
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Instant
Subscription is created in Stripe
Triggers the automation when a customer is signed up for a new plan.
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Instant
Charge is captured in Stripe
Triggers the automation when a payment is made
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Instant
Charge is successful in Stripe
Triggers the automation when a payment is made successfully
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Instant
Charge is failed in Stripe
Triggers the automation when the payment fails
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Instant
Customer is created in Stripe
Triggers the automation when a new customer is created
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Instant
Customer is updated in Stripe
Triggers the automation when customer details are updated
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Instant
Charge dispute is created in Stripe
Triggers the automation when a new charge dispute is created
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Instant
Fraud warning is created in Stripe
Triggers the automation when fraudulent activity is detected
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Instant
Charge dispute funds are withdrawn in Stripe
Triggers the automation when funds are withdrawn after a charge is disputed
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Instant
Fraud warning is updated in Stripe
Triggers the automation when a fraud warning is updated
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Instant
Charge dispute is closed in Stripe
Triggers the automation when a charge dispute is closed
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Instant
Charge dispute funds are reinstated in Stripe
Triggers the automation when any disputed charge funds are reinstated
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Instant
Charge dispute is updated in Stripe
Triggers the automation when a charge dispute is updated
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Instant
Issuing dispute is created in Stripe
Triggers the automation when a dispute is raised
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Instant
Issuing dispute fund is reinstated in Stripe
Triggers the automation when a dispute fund is reinstated
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Instant
Issuing dispute is closed in Stripe
Triggers the automation when a dispute is closed
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Instant
Issuing dispute is submitted in Stripe
Triggers the automation when a dispute is submitted
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Instant
Issuing dispute is updated in Stripe
Triggers the automation when a dispute is modified
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Instant
Checkout session is completed in Stripe
Triggers the automation when a checkout session is completed
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Instant
Payment intent is successfully paid in Stripe
Triggers the automation when a payment intent is successfully paid
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Instant
Payment intent is created in Stripe
Triggers the automation when a payment intent is created
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Instant
Payment intent is failed in Stripe
Triggers the automation when a payment intent fails
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Refund is issued in Stripe
Triggers the automation when a refund is issued
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Event is added in Stripe
Triggers the automation when a new event is created
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Instant
Invoice is created in Stripe
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Stripe
Triggers the automation when an invoice is updated
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Instant
Invoice is sent in Stripe
Triggers the automation when an invoice is sent
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Instant
Draft invoice is finalized in Stripe
Triggers the automation when a draft invoice is finalized
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Instant
Draft invoice is deleted in Stripe
Triggers the automation when a draft invoice is deleted
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Coupon is added in Stripe
Triggers the automation when a new coupon is added
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Instant
Invoice payment is successful in Stripe
Triggers the automation when an invoice is successfully paid
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Instant
Payout is created in Stripe
Triggers the automation when a payout is created
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Dispute is created in Stripe
Triggers the automation when a dispute is created
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Instant
Invoice payment is failed in Stripe
Triggers the automation when an invoice payment fails
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Instant
Payout is updated in Stripe
Triggers the automation when a payout is updated
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Instant
Payout attempt is failed in Stripe
Triggers the automation when a payout attempt fails
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Instant
Payment intent is cancelled in Stripe
Triggers the automation when a payment intent is cancelled
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Instant
Payment intent requires action in Stripe
Triggers the automation when a payment intent requires action
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Instant
Payout is cancelled in Stripe
Triggers the automation when a payout is cancelled
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Instant
Product is created in Stripe
Triggers the automation when a new product is created
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Instant
Product is updated in Stripe
Triggers the automation when a product is updated
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Instant
Product is deleted in Stripe
Triggers the automation when a product is deleted
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Instant
Invoice item is created in Stripe
Triggers the automation when a new invoice item is created
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Instant
Invoice item is updated in Stripe
Triggers the automation when an Invoice item is updated
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Instant
Invoice item is deleted in Stripe
Triggers the automation when an Invoice item is deleted
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Instant
Plan is created in Stripe
Triggers the automation when a new plan is created
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Instant
Plan is updated in Stripe
Triggers the automation when a plan is updated
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Instant
Plan is deleted in Stripe
Triggers the automation when a plan is deleted
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Instant
Quote is created in Stripe
Triggers the automation when a new quote is created
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Instant
Quote is accepted in Stripe
Triggers the automation when any quote is accepted
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Instant
Quote is cancelled in Stripe
Triggers the automation when any quote is cancelled
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Instant
Quote is finalized in Stripe
Triggers the automation once a quote has been finalized
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Void invoice in Stripe
Voids an invoice
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Get checkout session by id in Stripe
Retrieves checkout session details by ID
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Search checkout session in Stripe
Searches for checkout sessions
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Create customer in Stripe
Adds a new customer to the database
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Search customer by email in Stripe
Searches for a customer by their email address
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Get customer by id in Stripe
Retrieves customer information based on their id
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Update customer in Stripe
Updates a customer's information
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Delete customer in Stripe
Removes a customer from the database
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Send invoice in Stripe
Generates and send invoices to clients
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Create an invoice in Stripe
Generates a new invoice
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Create an invoice (line item support) in Stripe
Creates a new invoice with support for line items
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Search latest invoice by customer id in Stripe
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Finalize invoice in Stripe
Generates and send the finalized invoice to the client
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Update invoice in Stripe
Updates invoice details based on new information
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Get invoice by id in Stripe
Retrieves a invoice using its id
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Delete draft invoice in Stripe
Removes a draft invoice
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Create a subscription in Stripe
Sets up a recurring subscription
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Cancel subscription in Stripe
Stop recurring payments and deactivate account access
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Search subcriptions by customer in Stripe
Searches and retrieve subscriptions associated with a customer
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Get subscription by id in Stripe
Retrieves a subscription record using its id
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Create product in Stripe
Generates and launch new products
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Search product by name in Stripe
Searches for a product by name
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Get product by id in Stripe
Retrieves product information using its id
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Update product in Stripe
Updates product information
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Delete product in Stripe
Removes a selected product from the database
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Create an invoice item in Stripe
Adds a new item to an invoice
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Update invoice item in Stripe
Updates the details of an invoice item in your system
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Create payment link in Stripe
Generates secure payment links for customers to make transactions
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Create price for product in Stripe
Sets a price for a product
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Create coupon in Stripe
Generates a discount code for a new promotional offer
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Create payout in Stripe
Creates a new payout
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Search product price by product id in Stripe
Searches for a product price by product id
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Attach payment method in Stripe
Attaches a payment method
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Create payment method in Stripe
Set up a new payment method
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Confirm a payment intent in Stripe
Process and verify payment transactions
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Update coupon in Stripe
Updates coupon information
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Delete coupon in Stripe
Removes coupon code from the system
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Delete invoice item in Stripe
Removes a particular item from a particular invoice
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Cancel a payment intent in Stripe
Cancels a payment transaction
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Cancel payout in Stripe
Halt the process of transferring funds to a recipient
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Capture a payment intent in Stripe
Capture payment details from a payment gateway
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Get payment intent by id in Stripe
Retrieves a payment intent by its id
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Search latest payment intent by customer in Stripe
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Get charge by id in Stripe
Retrieves a charge by its id
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Search latest charge for customer in Stripe
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Search customer by meta data in Stripe
Automatically searches for a specific customer by meta data field.
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Search subscription by meta data in Stripe
Automatically searches for a specific subscription by meta data field.
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Create customer balance transaction in Stripe
Adds a new balance transaction for the customer
Try it →

What can you automate with EngageBay CRM + Stripe?

Streamline your sales and billing workflows by connecting customer data directly to online payments.

What you can automate?
💳
Create Stripe customers from EngageBay CRM contacts
Automatically create a customer profile in Stripe the moment a new contact or deal is created in EngageBay CRM, removing manual entry.
📋
Capture complete payment and customer details
Map all available Stripe invoice and customer metadata directly into EngageBay CRM fields for complete recordkeeping.
🔔
Alert your team about successful payments
Send instant notifications whenever a Stripe invoice is paid or a subscription is created, keeping sales and finance aligned.
🔀
Route deals based on payment status
Trigger specific EngageBay CRM updates or follow-up tasks depending on whether a Stripe charge succeeds or fails.
🔄
Keep CRM records synchronized with subscription changes
Automatically update EngageBay CRM contacts and deals whenever a Stripe subscription is updated or cancelled.
🔍
Prevent duplicate customer records
Search for existing contacts by email before creating new entries in EngageBay CRM or Stripe.
⚙️
Manage disputes and refunds automatically
Track Stripe charge disputes, refunds, and failed payments directly inside your EngageBay CRM workflows.
💬
Connect payment workflows to team chat
Send instant Slack alerts and create CRM deals whenever a new Stripe checkout session is completed.
And much more...

Who is EngageBay CRM + Stripe integration for?

Connecting EngageBay CRM and Stripe helps sales and finance teams eliminate manual data entry, streamline customer billing, and keep records synchronized across platforms.

Performance marketers
Performance marketers
Sales managers
Sales managers
Account managers
Account managers
High-volume founders
High-volume founders
Sales reps
Sales reps
Revenue operations
Revenue operations
📈
Performance marketers
You report on campaign conversions and revenue metrics from Stripe, but your CRM lead data is always disconnected, so your ROI reports are never up to date — with this integration, every payment and contact syncs instantly.
Sales managers
You need to act fast when deals close, and you find out about paid invoices too late to trigger onboarding — connecting these apps means every Stripe payment instantly updates your EngageBay CRM deals.
📋
Account managers
You answer to clients who want to see their active subscriptions and billing history, but your team has to check multiple tabs — automating both apps means your customer details and payment records stay aligned.
🚀
High-volume founders
The transaction volume is too high for anyone to keep up by hand, leading to missing customer records in your CRM — with this integration, every new Stripe customer and charge is logged automatically.
💼
Sales reps
You own the outreach step and depend on billing updates to know when to follow up, but finance holds the payment status — this integration means every Stripe invoice payment updates your EngageBay CRM records instantly.
📊
Revenue operations
You need a reliable history of customer purchases and keep finding gaps between your sales pipeline and payment gateway — connecting these apps means your data flows without manual intervention.
Our team

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Why choose Integrately to automate EngageBay CRM + Stripe

Build and manage your EngageBay CRM + Stripe automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect EngageBay CRM + Stripe with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Frequently Asked Questions

How do I connect EngageBay CRM to Stripe?
Frequently Asked Questions
You can easily connect EngageBay CRM to Stripe using 1-click workflows or by using Integrately AI to build custom automations. Simply select your trigger and action events, connect your accounts, and let the platform handle customer billing and contact synchronization instantly. Join over 42,000+ active users automating their tech stack with 1,500+ integrations.
Can I create Stripe customers automatically from new EngageBay CRM contacts?
Frequently Asked Questions
Can I connect EngageBay CRM, Stripe, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for EngageBay CRM and Stripe?
Frequently Asked Questions
How does the integration handle EngageBay CRM contact updates?
Frequently Asked Questions
Can I track failed Stripe charges in EngageBay CRM?
Frequently Asked Questions
Do I need coding skills to automate EngageBay CRM and Stripe?
Frequently Asked Questions
Is the EngageBay CRM and Stripe integration free?
Frequently Asked Questions
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