Stripe
Connecting Stripe to Zero gives your team visibility into billing and subscription data right inside the CRM. It links customer payment activity with customer records, so every invoice, subscription, and payment is tied to the right account.
With this integration, you can:
View invoice and payment history
Track open and late payments
Show your customer's Lifetime Revenue
How to connect Stripe to Zero
In Stripe, go to Dashboard → API Keys, and create a new restricted key. (Requires privileges in your Stripe account to create API keys.)
Give the key the following read permissions:
Customers
Subscriptions
Invoices
In Zero, go to Workspace Settings → Integrations, find Stripe in the list of Integrations, and create a new connection.
Select Stripe
Paste the restricted API key
Click Connect Account
After connecting, you should see a confirmation in Zero that Stripe is connected.
How the integration works
Zero pulls in data about customers, invoices, and payments from Stripe.
Zero matches Invoice and Payment data from Stripe based on the customer domain.
The integration by default syncs recent data; full historical data may be pulled depending on your settings or upon request.
Where the data appears in Zero
You can add Stripe-related properties (invoices, subscription status, etc.) to your lists and views inside Zero.
In reports, you can include Stripe data by selecting the "Invoices" record type
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