Failed Payment Follow-Up

TL;DR

This runbook tracks failed Stripe payments and ensures follow-up by updating your CRM, tagging the user in Mailchimp, and alerting the account owner in Slack.

Who is this for?

Finance and revenue operations teams who want to reduce churn risk and recover failed payments quickly.

What problem does this solve?

Without proactive follow-up, failed payments often go unnoticed — causing revenue loss and customer churn. This automation enables fast response and visibility.

Solves:

• Missed payment failures
• Manual CRM and campaign updates
• Lack of visibility into at-risk customers

What this workflow accomplishes

• Listens for failed payment intents in Stripe
• Finds and updates the associated contact in HubSpot
• Tags the customer in Mailchimp as payment_failed
• Notifies the account owner or finance team in Slack

Integrations

This runbook uses the following integrations:

• Stripe Agent: Detects failed payments
• HubSpot Agent: Updates contact properties (e.g. payment status)
• Mailchimp Agent: Tags the user for re-engagement
• Slack Agent: Notifies the account owner or finance

Setup

• Stripe:

  • Webhook for payment_intent.payment_failed
  • Stripe Agent installed

• HubSpot:

  • crm.objects.contacts.read/write scope
  • Contact lookup by email
  • HubSpot Agent installed

• Mailchimp:

  • Contact list and API key with tagging enabled
  • Mailchimp Agent installed

• Slack:

  • chat:write and users:read scopes
  • Slack Agent installed

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Runbook Template