Infusionsoft + Stripe
Connect Infusionsoft and Stripe to Automate Your Revenue and Customer Lifecycle
Sync payment data from Stripe directly into Infusionsoft to trigger personalized marketing, manage subscriptions, and keep your customer records up to date.
Why integrate Infusionsoft and Stripe?
Infusionsoft (now Keap) is a CRM and marketing automation platform built for small businesses. Stripe is one of the most widely used payment processors around. Together, they cover your entire customer lifecycle, from first touch to final payment. But without an integration, there's a gap between your revenue data and your marketing engine. Connect Infusionsoft with Stripe and every payment event automatically drives the right customer action — no manual work required.
Automate & integrate Infusionsoft & Stripe
Use case
New Stripe Customer Onboarding via Infusionsoft
When a customer completes their first purchase in Stripe, tray.ai automatically creates or updates their contact record in Infusionsoft, applies a relevant tag, and enrolls them in a welcome or onboarding campaign. Every new buyer gets a timely, personalized experience without anyone on your team lifting a finger.
Use case
Failed Payment Recovery Automation
When Stripe registers a failed payment or declined charge, tray.ai tags the affected contact in Infusionsoft and enrolls them in a dunning or payment recovery sequence. Automated follow-up emails with payment update links go out at timed intervals, improving recovery rates without anyone manually watching your Stripe dashboard.
Use case
Subscription Lifecycle Management
Track every stage of a Stripe subscription — trial starts, conversions, upgrades, downgrades, and cancellations — and reflect those changes in Infusionsoft contact tags and custom fields in real time. Your marketing and customer success teams can then send messaging that matches exactly where each subscriber actually is.
Use case
Churn Prevention and Win-Back Campaigns
When a Stripe subscription is cancelled or a card expires without renewal, tray.ai applies a churn tag in Infusionsoft and launches a win-back campaign. These sequences can include special offers, testimonials, or personalized content aimed at bringing lapsed customers back before they've fully moved on.
Use case
Revenue-Based Contact Segmentation
Use Stripe transaction data to enrich Infusionsoft contact profiles with lifetime value, purchase frequency, and average order value. tray.ai updates custom fields in Infusionsoft whenever a Stripe charge is processed, so your segmentation reflects what customers have actually spent, not just what they signed up for.
Use case
Automated Upsell and Cross-Sell Sequences
After a successful Stripe payment for a specific product or plan, tray.ai tags the contact in Infusionsoft and triggers an upsell or cross-sell sequence tied to what they just bought. Your marketing engine grows revenue per customer without anyone manually setting up campaigns each time.
Use case
Refund and Dispute Management Notifications
When Stripe processes a refund or logs a payment dispute, tray.ai updates the relevant Infusionsoft contact record, applies a flag tag, and notifies the right team member via email or internal task. Your customer service team knows what happened before the customer even reaches out.
Get started with Infusionsoft & Stripe integration today
Infusionsoft & Stripe Challenges
What challenges are there when working with Infusionsoft & Stripe and how will using Tray.ai help?
Challenge
Matching Stripe Customers to Infusionsoft Contacts Reliably
Stripe and Infusionsoft use separate identity systems, and customer records don't always share a consistent unique identifier. Email mismatches, duplicate contacts, or missing records can break automation workflows and leave your CRM in a messy state.
How Tray.ai Can Help:
tray.ai includes flexible data mapping and lookup logic that can match Stripe customers to Infusionsoft contacts by email, apply fuzzy matching rules, and create new contacts automatically when no match is found — keeping your CRM clean without manual cleanup.
Challenge
Handling High Volumes of Stripe Webhook Events Without Data Loss
High-traffic Stripe accounts can generate hundreds or thousands of webhook events per day. Without a solid processing layer, events get dropped, duplicated, or processed out of order, leaving Infusionsoft records in an inconsistent state.
How Tray.ai Can Help:
tray.ai processes Stripe webhooks at scale with built-in retry logic, event deduplication, and error handling, so every payment event is captured and acted on even during traffic spikes.
Challenge
Keeping Subscription Status in Sync Across Plan Changes
Subscription upgrades, downgrades, pauses, and renewals each generate distinct events in Stripe that need to map to the right tag or field update in Infusionsoft. Managing this mapping manually is complex and easy to get wrong.
How Tray.ai Can Help:
tray.ai's visual workflow builder lets you create conditional logic that routes each Stripe subscription event type to the correct Infusionsoft action — changing a tag, updating a custom field, or enrolling in a new campaign — without any code.
Challenge
Avoiding Duplicate Campaign Enrollments on Repeated Payments
Recurring Stripe charges on active subscriptions shouldn't re-trigger onboarding campaigns every time they fire. Without deduplication logic, contacts can end up enrolled in the same sequence multiple times, which makes for a terrible customer experience.
How Tray.ai Can Help:
tray.ai lets you build conditional checks that verify whether a contact already has a specific tag or is already enrolled in a campaign before triggering any Infusionsoft action, preventing duplicate enrollments.
Challenge
Maintaining Data Consistency When Stripe or Infusionsoft APIs Are Unavailable
Temporary API outages or rate limiting from either Stripe or Infusionsoft can cause integration workflows to fail silently, leaving payment data unsynced and contacts in a bad state that's hard to spot and fix after the fact.
How Tray.ai Can Help:
tray.ai has automatic retry mechanisms, configurable error handling, and workflow logging that capture and re-process failed steps when APIs come back online, so data stays consistent without manual intervention.
Start using our pre-built Infusionsoft & Stripe templates today
Start from scratch or use one of our pre-built Infusionsoft & Stripe templates to quickly solve your most common use cases.
Infusionsoft & Stripe Templates
Find pre-built Infusionsoft & Stripe solutions for common use cases
Template
New Stripe Charge to Infusionsoft Contact Tag and Campaign Enrollment
Detects successful Stripe charges, applies a purchase tag to the matching Infusionsoft contact, and enrolls them in a post-purchase follow-up or onboarding campaign.
Steps:
- Stripe webhook triggers on successful charge event
- tray.ai looks up or creates the matching contact in Infusionsoft by email
- Applies a purchase tag and enrolls the contact in a designated campaign sequence
Connectors Used: Stripe, Infusionsoft
Template
Stripe Failed Payment to Infusionsoft Dunning Sequence
Listens for failed payment events in Stripe, applies a dunning tag to the corresponding Infusionsoft contact, and triggers a multi-step payment recovery email sequence with a link to update billing details.
Steps:
- Stripe webhook triggers on payment failure or card decline
- tray.ai finds the contact in Infusionsoft using the customer's email address
- Applies a failed payment tag and enrolls the contact in a dunning email campaign
Connectors Used: Stripe, Infusionsoft
Template
Stripe Subscription Cancellation to Infusionsoft Win-Back Campaign
When a Stripe subscription is cancelled, this template updates the customer's Infusionsoft record with a churned tag and launches a personalized win-back campaign to encourage resubscription.
Steps:
- Stripe webhook fires on customer subscription cancellation event
- tray.ai updates the Infusionsoft contact with a churned status tag and custom field
- Enrolls the contact in a win-back campaign sequence configured in Infusionsoft
Connectors Used: Stripe, Infusionsoft
Template
Stripe Customer Lifetime Value Sync to Infusionsoft Custom Fields
Periodically calculates each customer's lifetime value and purchase frequency from Stripe transaction history and updates the corresponding custom fields in Infusionsoft, so revenue-based segmentation actually stays current.
Steps:
- tray.ai scheduled trigger runs at a defined interval (daily or weekly)
- Queries Stripe for charges per customer and calculates lifetime value and order frequency
- Updates Infusionsoft contact custom fields with the latest revenue metrics for segmentation
Connectors Used: Stripe, Infusionsoft
Template
New Stripe Subscription to Infusionsoft Contact Creation and Tagging
When a new Stripe subscription is created, this template gets the subscriber into Infusionsoft as a tagged contact, ready for subscription-specific marketing and onboarding flows.
Steps:
- Stripe webhook triggers when a new subscription is created or trial starts
- tray.ai creates or updates the customer's contact record in Infusionsoft
- Applies a subscription-tier tag and enrolls the contact in an appropriate onboarding sequence
Connectors Used: Stripe, Infusionsoft
Template
Stripe Refund Event to Infusionsoft Team Notification and Contact Update
Detects refund events in Stripe, updates the associated Infusionsoft contact record with a refund tag, and sends an internal email notification to the customer service team with the refund details.
Steps:
- Stripe webhook triggers on a refund or dispute event
- tray.ai applies a refund flag tag to the corresponding Infusionsoft contact
- Sends an automated internal notification email to the customer service team with transaction details
Connectors Used: Stripe, Infusionsoft