CRM
Billing Email Divergence Catcher with Zendesk Ticket
On a schedule it finds customers whose billing email differs between HubSpot and Stripe, then opens a Zendesk ticket routed to finance so invoices stop going to dead addresses.
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled billing-email sweep starts
- ActionPull HubSpot contact billing emailsHubSpot
- ActionPull Stripe customer invoice emailsStripe
- LogicNormalize and keep true mismatches
- OutputOpen finance Zendesk ticket per divergenceZendesk
What it does
It scans for one high-impact field that quietly breaks dunning: the billing email. For each customer it compares the contact email on the HubSpot record with the email Stripe actually invoices, normalizing case and aliases. Where they disagree it opens a Zendesk ticket with both addresses and the most recent invoice status so finance can confirm which one is live.
When to use it
Use it when failed invoices and missed receipts trace back to outdated billing emails that were updated in one system but not the other. Good for finance teams who want each divergence to become an actionable, owned ticket rather than a spreadsheet line.
How it works
A schedule starts the sweep. It pulls HubSpot contacts mapped to Stripe customers and reads the billing email from each side. A normalization and comparison step filters to genuine mismatches, ignoring formatting-only differences. For each remaining divergence it creates a Zendesk ticket tagged for finance, embedding both emails and Stripe's last invoice delivery state. A run summary is logged for audit.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect StripeCustomers, subscriptions, payments.
- 3Connect ZendeskTickets, queues, knowledge base.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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