CoEditor CRM docs
Integrations

Integrations

Connect third-party applications to CoEditor CRM to pull data in or push data out.

Link copied

Integrations let you connect optional third-party applications to CoEditor CRM. Depending on the tool, CoEditor can pull data into the CRM or push updates out when something changes in your publication.

Email and marketing tools

These integrations push subscriber and list data from CoEditor into your email platform when customers and subscriptions change.

IntegrationDescription
Campaign MonitorSync lists and automate list membership and custom fields from CRM events
MailchimpAudiences, tags, interest groups, and system-event automation rules

Billing and access (Stripe & Piano)

CoEditor CRM is also built to sit alongside the systems you already use for payments and access control—not replace them wholesale.

Stripe

Stripe remains the billing source of truth: products, prices, subscriptions, invoices, and payment outcomes.

Connect Stripe in publication Settings, then enable webhooks so new and updated billing objects flow into Customers and Subscriptions without manual CSV work.

Typical outcomes when webhooks are healthy:

  • New checkout or subscription flows create or update CRM customer records
  • Subscription status changes in Stripe reflect on CRM subscription views
  • Product and price changes stay aligned for reporting and operations

Piano

Piano is commonly used for user accounts, access, registrations, and entitlement-style behaviour.

Because Piano often allows only one webhook URL, CoEditor provides a Piano proxy you paste into Piano once; CRM and optional legacy endpoints can still receive the same event stream.

Configure Piano credentials and the proxy in Settings, then complete the Piano base webhook generation on the same screen.

Where to configure everything

GoalWhere in CRM
API keys and secretsPublication Settings
Campaign Monitor / MailChimpPublication Settings (Campaign Monitor or MailChimp tabs)
Stripe / Piano webhooksPublication Settings (Stripe and Piano sections)
Customers and subscriptionsPublication sidebar after sync is working

On this page