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Example: Support Triage with HubSpot + Stripe

This example shows how CorpusIQ combines CRM and billing data so support teams can find the customers that matter most: open tickets from accounts with past-due invoices or a high lifetime value.

No exports, no joining CSVs, no waiting on engineering. One question gets a ranked answer from your actual tools.

Prerequisites

  1. A CorpusIQ account (free trial at corpusiq.io)
  2. These connectors connected:
  3. HubSpot - for tickets, contacts, and companies
  4. Stripe - for invoices, subscriptions, and payment status

The Problem

Support queues are full of tickets, but not all tickets are equal. A bug report from a customer with three open invoices is a bigger deal than the same bug from a trial account. Figuring out which is which usually means opening two apps and comparing spreadsheets.

With CorpusIQ, the comparison happens inside the answer.

Step 1: Find Tickets from Past-Due Accounts

Ask in plain language:

Show me open HubSpot tickets from customers with past-due Stripe invoices.
Sort by invoice amount, highest first.

CorpusIQ queries HubSpot for open tickets, resolves each contact to their company, then checks Stripe for invoice status. The answer comes back ranked:

Open tickets from past-due accounts (5):

1. Acme Corp - "API rate limit errors" (open 3d) - invoice $1,240 past due
2. Bluebird Retail - "Missing orders in dashboard" (open 1d) - invoice $860 past due
3. Northwind Supply - "Webhook not firing" (open 6d) - invoice $450 past due
4. Lakeside Foods - "Login issues" (open 2d) - invoice $210 past due
5. Fern & Co - "Export broken" (open 4d) - invoice $95 past due

Step 2: Prioritize by Revenue at Risk

Refine the same question to focus on the accounts that matter:

Of my open HubSpot tickets, which customers have a Stripe subscription above
$500 per month AND an open ticket older than 2 days?

This surfaces the accounts where churn would hurt most, so a manager can route the senior support rep to those tickets first.

Step 3: Check Billing History Before Replying

Before replying to a sensitive ticket, pull the customer's full picture:

What is Acme Corp's payment history with us? Have any invoices failed recently?

CorpusIQ reads Stripe invoice and payment-failure data and summarizes it, so the reply can acknowledge the customer's situation instead of asking them to repeat it.

Why This Works

Cross-source questions are the default in support, not the exception. The information exists in both systems already. CorpusIQ just removes the manual join:

  • HubSpot knows the ticket and the customer
  • Stripe knows the money and the risk
  • The answer combines both in one step

Next Steps

  • Try the same pattern with Shopify (order history) and Zendesk or Intercom tickets to rank refund requests by order value
  • See the recipes/ directory for more query patterns
  • Read CorpusIQ for Customer Support for the full support workflow guide
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