CRM
Nightly HubSpot-to-Stripe Field Drift Reconciliation
Runs every night, compares each HubSpot company's billing-critical fields against the matching Stripe customer.
How it runs
The automated pipeline, trigger to output.
- TriggerNightly schedule fires the audit run
- ActionFetch active HubSpot companies with Stripe IDsHubSpot
- ActionFetch matching Stripe customer recordsStripe
- LogicDiff billing fields, keep only divergences
- ActionOpen reconciliation row per drifted field in AirtableAirtable
- OutputPost drift count summary to SlackSlack
What it does
Every night it pulls active HubSpot companies and their linked Stripe customer records, then compares the fields that must stay identical across both systems: legal name, billing email, plan tier, contract MRR, and tax/VAT ID. Any field where HubSpot and Stripe disagree becomes a row in an Airtable reconciliation tracker, tagged with both values and the side that looks stale.
When to use it
Use it when sales edits deals in HubSpot but finance runs invoicing from Stripe, so the two drift apart without anyone noticing until a customer disputes an invoice. Ideal for RevOps teams who want a standing audit instead of quarterly fire drills.
How it works
A nightly schedule fires the run. It fetches HubSpot companies with a Stripe customer ID, then fetches each matching Stripe customer. A comparison step diffs the agreed field set and keeps only records with at least one mismatch. Each mismatch is written to Airtable with the HubSpot value, Stripe value, field name, and a suggested source of truth. A summary count is posted so the morning team sees how many recs are queued.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect StripeCustomers, subscriptions, payments.
- 3Connect AirtableBases, tables, views, automations.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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