Getting Stripe Renewal Data Into Your CRM: A Simple Guide

6min

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﻿Your Stripe account knows when customers will renew. Your CRM knows who to contact. But these systems aren’t communicating. Let’s change that.﻿
Here's how to connect your Stripe subscription data to your CRM in three steps:
Step 1: Get Your Stripe Subscription Details
SQL
SELECT 
  subscription_id,
  FORMAT_DATE("%Y-%m-%d", current_period_end) AS subscription_renews_at,
  FORMAT_DATE("%Y-%m-%d", cancel_at) AS subscription_cancels_at
FROM stripe.subscription_details
SELECT 
  subscription_id,
  FORMAT_DATE("%Y-%m-%d", current_period_end) AS subscription_renews_at,
  FORMAT_DATE("%Y-%m-%d", cancel_at) AS subscription_cancels_at
FROM stripe.subscription_details
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This gives you the essential renewal dates for each subscription. No fluff, just what matters.
Step 2: Add Customer Context
SQL
SELECT
  customer_id,
  LOWER(email) AS billing_email,
  FORMAT_DATE("%Y-%m-%d", customer_created_at) AS customer_since
FROM stripe.customer_overview
SELECT
  customer_id,
  LOWER(email) AS billing_email,
  FORMAT_DATE("%Y-%m-%d", customer_created_at) AS customer_since
FROM stripe.customer_overview
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Now you know who owns the subscription and when they started their journey with you.
Step 3: Bring It All Together
SQL
SELECT
  t.customer_id,
  t.billing_email,
  t.customer_since,
  s.subscription_renews_at,
  s.subscription_cancels_at,
  CONCAT('https://dashboard.stripe.com/customers/', t.customer_id) AS customer_url,
  CONCAT('https://dashboard.stripe.com/subscriptions/', s.subscription_id) AS subscription_url
FROM customers t
LEFT JOIN subscriptions s
  ON s.subscription_id = t.subscription_id
SELECT
  t.customer_id,
  t.billing_email,
  t.customer_since,
  s.subscription_renews_at,
  s.subscription_cancels_at,
  CONCAT('https://dashboard.stripe.com/customers/', t.customer_id) AS customer_url,
  CONCAT('https://dashboard.stripe.com/subscriptions/', s.subscription_id) AS subscription_url
FROM customers t
LEFT JOIN subscriptions s
  ON s.subscription_id = t.subscription_id
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Why This Matters
When this data lives in your CRM:
Customer success knows when to reach out
Sales knows which accounts need attention
Finance can forecast with confidence
Everyone operates from the same truth
Set up this sync to run daily. Not because the data changes that often, but because consistency beats perfection.
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The Missing Piece
Most companies already have this data, but few know how to make it work for them. The key isn’t just in owning the information—it’s in transforming it into action.
This isn’t simply about transferring data from one system to another. It’s about building a system that eliminates surprises and prioritizes renewal revenue as a cornerstone of your strategy.
Ready to bridge the gaps in your process?
Start with this framework. Tailor it to fit your business. But above all, put it into practice.
In subscription businesses, retention isn’t just a number. It’s everything.

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Updated 03 Feb 2025

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