How to Connect Stripe Sales to Notion CRM - Automate Sales & Project Pipeline
This is a practical automation if you use Stripe to process payments for your products or services and want to streamline the process of adding a client to your CRM/Project Management System (PMS) as well as to your email list.
The concept is simple: when a new payment is received in Stripe, your Deal is automatically marked as “Won” in Notion, a new Project gets created, and the customer is added to Mailerlite, where you can create a welcome or onboarding flow depending on your specific use case.
One benefit of this automation is that it saves time by automating a process you would otherwise handle manually, if at all. This allows you to focus your time on higher-value core business activities or other tasks.
Another advantage is that it provides a clear way to store accurate data about the initial part of your onboarding process. Consistent, accurate data at scale helps lay the foundation for better decision-making and allows you to grow beyond your current capacity.
Join the waiting list here, and read the explanation below to understand more details. If enough people express interest in this automation, I will launch the templates!
Here are the automation requirements:
A Stripe account
A Notion workspace (get up to 6 months free here if you run a startup) with a Deals, Companies, Contacts, and Projects database. For this demo, I am using the 24 Assets template. Deals are related to Contacts and Projects. Contacts are related to Companies. The Contacts database must contain an “Email” property.
A Make / n8n / Pipedream / Zapier account to build the automation. In this demo, I am showing you the automation in Make, but any of those other tools work too.
A MailerLite account - this is where you manage your email lists and email campaigns. If you don’t wish to use this, you can delete this module from the automation.
Now let’s walk through the automation setup:
Create a Stripe webhook that checks successful payments (successful payment_intents)
Get the Stripe customer information
Search the contact in Notion (based on Stripe customer email)
Not found
Create contact
Create company
Send an email to yourself
Search the Deal in Notion
Found
Set Deal Status to “Closed Won”
Create Project in Notion
Add Contact to MailerLite
Not found
Add Contact to MailerLite
Send an email to yourself
Here are some optional additions you may consider:
After adding the contact to MailerLite, store the MailerLite ID in a dedicated Contact property in the Notion database. This way, you know whether the contact has been added to MailerLite and add an extra validation layer.
After adding the Contact or Company to Notion, store their Stripe ID in a dedicated Contact/Company property in the Notion database. This adds an extra layer of validation and can ease data consolidation in the future should you migrate the system or export data, for example.
Wish to build robust, end-to-end business automations with AI where useful? Contact me
