Before syncing Stripe customer data into a CRM

When a Stripe webhook fires or your pipeline pulls customer data, call Anchord to resolve the customer identity before writing to your CRM. Anchord matches the Stripe customer to a canonical identity, guards the write, and prevents creating a duplicate company or contact in HubSpot, Salesforce, or any other target system.

When to use this

Endpoints to call

StepEndpointPurpose
1POST /api/v1/ingest/batchIngest the Stripe customer record
2POST /api/v1/resolve/companyMatch to a canonical AnchorID (or /resolve/person)
3POST /api/v1/guard/writeEvaluate the CRM write before executing

If you've connected Stripe via OAuth in the Anchord console, webhook events are automatically ingested — you can skip step 1 and go straight to resolve.

Expected outcomes

resolved allowed

Stripe customer matched to a CRM record. Update the existing CRM record with the new data.

not_found allowed

No CRM match. Safe to create a new company or contact in your CRM.

needs_review

Stripe customer matches multiple CRM records with similar confidence. Do not write. Escalate to a human.

blocked

Entity has unresolved conflicts. Do not write until resolved.

What the agent should do next

If allowed: Write to the CRM using the canonical entity ID. If resolved, update the existing record. If not_found, create a new one.

If needs_review: Do not write. Store the attempt_id and link the user to the Review Queue. Retry after human resolution.

If blocked: Do not write. Log the blocks array. The Stripe data is already ingested in Anchord — it won't be lost.

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