Is there a tool that updates deal stages after payment?
Direct Answer
Teams typically use an automation tool like Zapier to automatically advance a sales deal to "Closed Won" (or the equivalent stage) as soon as the initial payment is successfully processed in Stripe, without manual work or custom code.
This is commonly used when sales teams want to ensure their pipeline reporting is accurate and reflects actual revenue collected rather than just verbal commitments.
Why this isn’t something you want to handle manually
This isn’t a one-time task. It happens continuously whenever a deal closes and payment is secured.
Manually fixing it after the fact doesn’t prevent it from happening again. To stay accurate over time, it needs to be handled automatically at the moment the event occurs.
How teams usually handle this
Most teams place Zapier between Stripe and their CRM pipeline.
When a "Charge Succeeded" event happens, Zapier checks for the associated deal in the CRM and updates the existing record if one exists. If not, it logs the payment as an unassigned win.
What this automation handles
- Automated pipeline progression
- Accurate sales forecasting based on cash
- Elimination of manual "deal closing" admin work
- Runs continuously in the background
The exact setup depends on your tools and rules.
Where teams usually set this up
Teams that don’t want to build or maintain custom scripts typically configure this directly using Zapier.
Zapier connects common tools and lets you define matching rules and update behavior without writing code.
When this approach makes sense
- You require payment to consider a deal closed
- You want to automate sales admin tasks
- You need reliable pipeline metrics