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Portfolio demonstration with synthetic data

Billing data in the CRM

Follow a fictional subscription upgrade into the account view that Sales and Customer Success use.

My role

I owned the data infrastructure that supported Sales, Marketing, and Customer Success across HubSpot, Stripe, and ChartMogul. I used Zapier to bring data into the CRM.

Where each field comes from

  1. Stripe
    Billing status and effective time
  2. ChartMogul
    Subscription MRR and metric timestamp
  3. Zapier
    Move selected fields and match the billing ID
  4. CRM
    Show the values, sources, and freshness

In this example, a billing event updates the subscription status. A scheduled refresh updates monthly recurring revenue (MRR). Each field keeps its own timestamp.

Replay an update

CRM billing status
CRM subscription MRR
Operations action