Documentation
Stripe Integration Guide
Connect your Stripe account to LeadMachine to track your sales and revenue alongside your leads. Once connected, LeadMachine reads your successful payments, matches them to leads, and gives you a revenue dashboard - plus it closes the loop on ad spend by tying revenue back to the ads that produced it.
This is for tracking your company's Stripe sales. It's separate from LeadMachine's own billing.
> Availability: the company Stripe integration is currently in limited beta. If you don't see a Stripe card on your Integrations page, it isn't enabled for your account yet - contact [email protected] to request access.
What It Does
- Reads your successful Stripe charges on a schedule (every ~15 minutes)
- Stores each sale and matches it to a lead by email or Stripe customer
- Promotes paying leads to the Customer lead type automatically
- Powers a Stripe Sales Dashboard (revenue trends, top customers, churn risk, recent payments)
- Feeds revenue into ROAS reporting so ad-attributed sales show up in ad performance
Prerequisites
- Active LeadMachine account with Admin or SuperAdmin access
- Beta access enabled for your company (see Availability above)
- A Stripe account whose sales you want to track
Connecting Stripe
- Log in to LeadMachine
- Click your profile in the top-right navbar and select Integrations
- Open the Stripe card (marked Beta) and click Connect
- You're taken to Stripe - log in and authorize LeadMachine to read your account
- Stripe returns you to LeadMachine with "Stripe connected. Your sales will sync shortly."
LeadMachine only reads your data; it never creates charges or modifies your Stripe account.
Once connected, the card shows a connected badge plus Dashboard, Sync now, and Disconnect buttons.
What Syncs, and When
- What: all successful charges (pending, failed, and test-mode charges are excluded from revenue)
- When: automatically every ~15 minutes. The first sync pulls your full history, so it may take a little longer; later syncs only fetch new charges
- Manual: click Sync now on the Stripe card any time
For each sale, LeadMachine stores the amount, refunds, currency, customer, date, and description, and:
- Finds or creates the matching lead by Stripe customer or email
- Updates that lead's order count and total spent
- Promotes the lead to Customer type
- Notifies your fallback lead owner of new live sales
The Sales Dashboard
Click Dashboard on the Stripe card to open your Stripe Sales Dashboard:
- Revenue KPIs - this month vs last month, and lifetime, net of refunds
- 12-month revenue trend
- Top customers by lifetime value
- Churn risk - customers who paid before but nothing in the last 45 days
- Recent payments and how well they matched to leads
Disconnecting
- On the Stripe card, click Disconnect and confirm
- LeadMachine revokes its access to your Stripe account
Your already-synced sales history is kept, so your dashboard and lead records remain intact. You can reconnect anytime.
Troubleshooting
There's no Stripe card on my Integrations page
The integration is in limited beta and isn't enabled for your company yet. Contact [email protected].
The card says "Setup pending" and I can't click Connect
Stripe Connect isn't fully configured on the LeadMachine side yet. Contact support - this is a server-side setting, not something you can fix from your account.
"That Stripe account is already connected to another company"
A Stripe account can be linked to one LeadMachine company at a time. Disconnect it from the other company first, or use a different Stripe account.
The connection failed or "session expired"
The secure authorization window timed out. Start again from the Connect button.
My test payments aren't in the revenue totals
Test-mode charges are stored but deliberately excluded from revenue KPIs and ROAS. Only live charges count.
Getting Help
- Email: [email protected]
- Include your company name and whether the Stripe card appears on your Integrations page
Last Updated: August 2026