Getting Stripe Renewal Data Into Your CRM: A Simple Guide

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 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 this gives you the essential renewal dates for each subscription no fluff, just what matters step 2 add customer context select customer id, lower(email) as billing email, format date("%y %m %d", customer created at) as customer since from stripe customer overview now you know who owns the subscription and when they started their journey with you step 3 bring it all together 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 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 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