An automated workflow using integromat
Connects HubSpot + Stripe
Create Stripe customers for new contacts in HubSpot CRM
About this workflow template
This automation scenario allows you to connect HubSpot and Stripe
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
HubSpot and Stripe can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in HubSpot
Watch CRM Objects in HubSpot
Triggers when a CRM object is created/updated. To watch products or line_items use a special connection with a required custom scope [e-commerce].
Then this action happens in Stripe
Create a Customer in Stripe
Creates a new customer object.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Stripe customers for new contacts in HubSpot CRM.
Part I
Configure Applications
First, we need to connect HubSpot and Stripe to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect HubSpot to Make.com.
Give Make.com access to your HubSpot account, using HubSpot credentials.
Connect Stripe to Make.com.
Give Make.com access to your Stripe account, using Stripe credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for HubSpot
Choose the following trigger: Watch CRM Objects (Triggers when a CRM object is created/updated. To watch products or line_items use a special connection with a required custom scope [e-commerce].).
Then set up an Action for Stripe
Choose this action: Create a Customer (Creates a new customer object.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between HubSpot and Stripe.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Stripe customers for new contacts in HubSpot CRM!
Supported triggers and actions
New form submission
Triggers when a form is submitted.
triggerbyzapierNew contact
Triggers when new contact is available.
triggerbyzapierautomateioNew contact in list
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
triggerbyzapierautomateioNew deal
Triggers when new deal is available.
triggerbyzapierNew contact property change
Triggers when a specified property is provided or updated on a contact.
triggerbyzapierUpdated deal stage
Triggers when a deal enters a specified stage.
triggerbyzapier
Create customer
Creates a new customer.
actionbyzapierintegratelyCreate payment link
Creates a payment link.
actionbyzapierUpdate customer
Updates an existing customer.
actionbyzapierintegratelyRetrieve a customer
Retrieves the details of an existing customer.
actionbyintegromatCreate subscription
Creates a new subscription.
actionbyzapierFind customer
Finds an existing customer by their email address or Stripe ID.
actionbyzapier
Apps you need
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
