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Customer information is the foundation of accurate invoicing and revenue tracking. Ari lets you search, create, and update customer records without leaving Slack, keeping your customer data synchronized across Stripe, HubSpot, and Salesforce.

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Looking Up Customers

Find customer information by name, email address, or customer ID in seconds.
1

Search by any identifier

Mention @Ari and search by customer name, email, company, or ID.
2

View customer details

Ari returns the matching customer profile with all available information
3

Take action

Update information, create invoices, or view payment history

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Example Commands

Ari searches across both Stripe and HubSpot simultaneously. If a customer exists in either system, you’ll get results instantly.

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Creating New Customers

Add new customers to Stripe directly from Slack with all required information.
1

Initiate creation

2

Provide details

Include company name, contact name, email, and optional billing address
3

Review information

Ari displays a preview of the customer record before creation
4

Approve creation

Click Approve to create the customer in Stripe
5

Instant sync

The customer appears in HubSpot and Salesforce within moments

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Example Commands

Customer creation requires approval to prevent duplicates. Always check that the customer doesn’t already exist before creating a new record.

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Updating Customer Information

Keep billing emails, payment methods, and company details current.
1

Identify the customer

Use the customer name, email, or ID
2

Request update

Tell Ari what needs to change
3

Review changes

Ari shows the old and new information side by side
4

Approve update

Click Approve to save changes across all systems

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Example Commands

Updates made through Ari sync to Stripe, HubSpot, and Salesforce. Customer records stay consistent across all platforms.

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Managing Payment Methods

Store and update payment information securely in Stripe through Ari.
Ari never handles raw payment card information. All payment data is tokenized and stored securely in Stripe, complying with PCI requirements. See Systems and Access for how that holds across every connected system.

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Customer View in Slack

Get a complete customer profile snapshot without switching windows.

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Syncing Between Platforms

Ari ensures customer data consistency across your entire tech stack. For how the sync behaves system by system, and what happens when two systems disagree, see the Customers FAQ.

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Best Practices

  • Use consistent naming: Keep company names consistent across systems to avoid duplicates
  • Maintain accurate email addresses: Invoices and reminders are sent to the billing email on file
  • Complete required fields: At minimum, include company name, contact, and email
  • Review before approving: The approval step is your chance to catch errors before they sync
  • Regular audits: Periodically check for duplicate or inactive customer records

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Bulk Operations

For managing multiple customers at once, Ari can handle batch operations.