Salesforce and Stripe Integration for
Subscription Billing

A UK-based Fintech SaaS was running Salesforce and Stripe as two separate systems. TrueSolv connected them in 6 weeks, boosting renewal rates by 28% and saving 3 hours of admin work per week.

Platforms

Sales Cloud, Stripe, Apex

Industry

Fintech SaaS

Country

United Kingdom

Challenge

A UK-based Fintech SaaS company with around 35 people was running Salesforce and Stripe as two entirely separate systems. The sales team worked in Salesforce. Finance worked in Stripe. Neither had visibility into what the other was seeing, and no one had a complete picture of subscription health across the portfolio.

The impact was tangible. Account managers were missing renewal windows because no alert existed in the CRM. Churn was only detected when a cancellation email arrived — never before. And revenue forecasting required a weekly manual reconciliation between two systems that nobody enjoyed doing.

The specific pain points the team raised at the start of the project:

Disconnected systems: Stripe subscription data — MRR, ARR, payment status — not visible in Salesforce.
Manual renewals: No automated renewal pipeline; account managers tracked renewals in a shared spreadsheet.
Late churn detection: Churn signals such as failed payments or downgrades not actioned until it was too late.
No account health view: Sales reps unable to see whether an account was on trial, paying, or overdue.
Reporting misalignment: Finance and sales working from different numbers with no single source of truth.

Solution

TrueSolv delivered the Scale package, integrating Salesforce with Stripe and building the full subscription management and renewal layer on top. The project ran for six weeks from discovery to go-live.

Stripe integration: Built a real-time data sync between Stripe and Salesforce using REST API and custom Apex. Subscription status, MRR, ARR, trial end date, payment history, and plan tier are now displayed directly on every Account record in Salesforce.
Renewal automation: Configured automatic creation of renewal Opportunities 90 days before each contract end date. Each renewal opportunity is assigned to the relevant account manager with a pre-built task sequence covering outreach, negotiation, and close.
Churn detection signals: Implemented churn risk alerts triggered by payment failures, plan downgrades, and account inactivity. When an at-risk signal fires, the account manager receives a Slack notification via Salesforce Flow within minutes.
Revenue dashboards: Delivered a live MRR and ARR dashboard inside Salesforce covering total recurring revenue, churn rate, expansion MRR, and net revenue retention. Finance and sales now look at the same numbers.
Contract management: Set up a Contracts object to manage subscription terms, pricing tiers, and renewal conditions. The full contract lifecycle — from signature to renewal — is now tracked inside Salesforce.