How to integrate HubSpot, Stripe, and Gmail to create a payment link in Stripe from HubSpot and send it via Gmail

Manually creating payment codes in Stripe based on deal information managed in HubSpot and sending them via Gmail can be burdensome for the person in charge.
Additionally, there is a risk of errors occurring, making it difficult to effectively utilize human resources.
By integrating the tools, you can create payment codes and send emails with a single click from the HubSpot deal detail page, thus solving the challenges of manual work.
This article introduces a method to integrate HubSpot, Stripe, and Gmail without code, which can serve as a reference when implementing automation.

Recommended for

Those using HubSpot, Stripe, and Gmail
Those who want to streamline the process of creating and sending payment links for each deal managed in HubSpot
Those who want to reduce human errors that occur when creating payment links and sending emails
Those who want to introduce automation to optimize human resources

Benefits and Examples of Integrating HubSpot, Stripe, and Gmail

Benefit 1: Reduction of Manual Work

Manually creating payment links in Stripe based on HubSpot deal data and sending them via Gmail can be cumbersome.
If the number of deals increases, it may become impossible to handle other tasks.
By integrating the tools, manual work involved in creating payment links and sending emails is reduced, leading to improved efficiency.
For example, if you need to send payment links to multiple clients at the end of the month, the person in charge may become overwhelmed.
With integration, tasks can be completed with a single click from the deal detail page, increasing the time available for other tasks.

Benefit 2: Prevention of Human Errors

There is a risk of human errors occurring when manually creating payment links and sending emails.
If there is a mistake in the payment information, it could affect the trust relationship with the customer.
By integrating the tools, human errors during payment code creation and email sending can be prevented, ensuring an accurate payment request process.
For example, in companies like small and medium-sized enterprises where staff is often limited, many payment tasks must be handled by a few members, increasing the likelihood of errors.
By introducing automation, processes where errors occur can be reduced, allowing accurate work to be carried out without increasing staff.

Benefit 3: Optimization of Human Resources

The tasks of creating payment codes and sending emails tend to become routine.
With manual handling, an increase in payment tasks can lead to a shortage of human resources, making it difficult to allocate personnel to other creative tasks.
By integrating the tools and introducing automation, the time available for the person in charge to handle other tasks increases.
For example, in a small elite team, there is a limit to efficiency improvements through manual work.
However, by introducing automation, work can be easily streamlined, optimizing human resources.

Now, let's introduce the method of using the no-code tool Yoom to "create a Stripe payment link from HubSpot and send it via Gmail".

[What is Yoom]

How to Create a Stripe Payment Link from HubSpot and Send it via Gmail

This method can be realized by using a Chrome extension to receive deal information registered in HubSpot via the HubSpot API and create a payment link using the API provided by Stripe.
Additionally, by using the API provided by Gmail, you can also send emails with the deal information registered in HubSpot and the Stripe payment link.
Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily realized without programming knowledge.

This will be created in the following major processes.

Register HubSpot, Stripe, and Gmail as My Apps
Copy the template
Set up the Chrome extension and HubSpot trigger as the starting point of the flow, followed by the settings for Stripe and Gmail
Turn on the trigger button and verify the integration operation

If you are not using Yoom, please register for free from here.
If you are already using Yoom, please log in.

Step 1: Connect HubSpot, Stripe, and Gmail to My Apps

First, register HubSpot, Stripe, and Gmail to Yoom by adding them to My Apps.

1. Select "My Apps" on the left side of the Yoom management screen and click "+ New Connection".

2. On the next screen, search for and select HubSpot, Stripe, and Gmail to proceed to the next screen.

＜For HubSpot＞

・Select the account to connect on the above screen and click "Select Account".
Next, check the box and click "Connect App" to complete the registration to My Apps.
※ You need to add permission to connect the app in HubSpot for My Apps registration. Details are explained here.

＜For Stripe＞

・Enter the account name and access token, then click "Add" to complete the registration to My Apps.
※ Detailed instructions for My Apps registration are explained on the help page.
※ Stripe is an app available only on the Team Plan and Success Plan. For Free Plan and Mini Plan, operations and data connections set in Flowbot will result in errors, so please be careful. Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

＜For Gmail＞

・Sign in on the above screen.
Next, check the box and click "Continue" to complete the registration to My Apps.

3. Copy the template for connecting HubSpot, Stripe, and Gmail.

・Open the link below.

・Click "Try this template" to complete the copy.

Step 2: Set up the Trigger Extension and HubSpot

Set up the trigger action that initiates the flow.
In this flow, you can use the Chrome extension and manually start it from HubSpot.

1. Select "My Projects" in the Yoom management screen and click "【Copy】Create a payment link from Stripe in HubSpot and send it via Gmail".
※ You can change the template title on the next screen.

2. Click "Install Extension".
※ For more information about the Chrome extension, please check here.

3. Click "Add to Chrome".

4. Click "Add Extension" to complete the extension setup.

5. Click "Chrome Extension Trigger Start from Deal Detail Page".

6. Confirm the account to be linked with HubSpot and click "Next".
※ Other items are set by default.

7. Set up a sample URL for the launch page and run a test.
※ The method for setting up a sample URL for the launch page is explained on the help page here.

8. If the test is successful, the information retrieved from HubSpot will be displayed in the output.
If there are no issues, save it.
※ Custom property items will not be displayed. They will be retrieved in the next operation.

9. Click "Integrate with App Retrieve Deal Custom Properties".
※ This operation retrieves the custom property items from HubSpot.

10. Confirm the account to be linked with HubSpot and click "Next".
※ Other items are set by default.

11. Set the deal ID and internal name of the custom property and run a test.
※ The deal ID is set from "Start from Deal Detail Page" in the output displayed by clicking the frame. (Values are displayed in double brackets)
※ The internal name of the custom property can be selected from "Candidates" displayed by clicking the frame. It is also explained on the help page here.

12. If the test is successful, the custom property will be retrieved.
Retrieve it using JSON PATH to add it to the output and save it.
※ The method for adding retrieved items to the output is explained on the help page here.

Step 3: Set up to Retrieve Stripe Data from Yoom Database

Next, set up to retrieve the Stripe price ID managed in the Yoom database.
※ For this test, the following list has been created in the Yoom database.
※ To create a new one, click "+" next to "Project List" in the Yoom management screen to create a database. You can save the price ID in the database by connecting Stripe and the Yoom database via Data Connect.

1. Click "Operate Database Retrieve Records".

2. Set up the database where the Stripe price ID is registered and click "Next".

3. Set the conditions for the records you want to retrieve and run a test.
※ Select the database item in the left frame. Set the search value in the right frame. The right frame can be set with the corresponding value from "Retrieve Deal Custom Properties" in the output displayed by clicking the frame. (Values are displayed in double brackets)

※ For this test, the above settings are used to retrieve records from the following database.

4. If the test is successful, the information retrieved from the database will be displayed in the output.
If there are no issues, save it.

Step 4: Set up Stripe and Gmail

Finally, set up to create a payment code in Stripe and send an email via Gmail.

1. Click "Integrate with App Create Payment Link".

2. Confirm the account to be linked with Stripe and click "Next".
※ Other items are set by default.

3. Set up the product list.
※ The price ID is selected from "Retrieve Records" in the output displayed by clicking the frame. (Values are displayed in double brackets)
※ The quantity is selected from "Retrieve Deal Custom Properties" in the output displayed by clicking the frame. (Values are displayed in double brackets)

4. If the test is successful, the information retrieved from Stripe will be displayed in the output.
If there are no issues, save it.

5. Click "Send Email Send Email".

6. Confirm the account to be linked with Gmail.
※ Other items are set by default.

7. Set the content of the email to be sent.
※ Since this flow is triggered from the HubSpot deal detail page, set the email address of the contact person as the recipient.
※ The subject and body can be directly input as templates. By using the output displayed by clicking the frame, you can dynamically reflect content that changes with each deal. (Values are displayed in double brackets)

8. Run a test, and if successful, the email will be sent to the specified recipient.
If there are no issues, save it.

9. By turning on the trigger, you can create a payment link from Stripe and send it via Gmail using the Chrome extension from HubSpot.

※ The method for starting a flow bot from HubSpot using the Chrome extension is explained on the help page here.
※ If you have any questions about the introduced flow, please check the help page here.

Other Automation Examples Using HubSpot and Stripe

There are many other examples of automation using HubSpot and Stripe in Yoom, so here are a few.

1. Register a New Company in Stripe When It Is Registered in HubSpot

You can automate the task of transferring new company information registered in HubSpot to Stripe.
This integration can reduce the need for repetitive manual registration, improving operational efficiency.

2. Send a thank you email via Gmail when a payment is made with Stripe

You can automate the sending of thank you emails when a payment is made with Stripe.
With this integration, you can automate the email sending process, prevent input errors, and enable efficient sending of thank you emails.

3. Register sales transactions in freee accounting when a payment is created in Stripe

After a payment is created in Stripe, the process of registering sales transactions in freee accounting can be automated.
With this integration, sales transactions are automatically registered in freee accounting, preventing any omissions in transaction registration and improving the accuracy of accounting operations.

Summary

Manually creating payment transactions in Stripe based on deal information managed in HubSpot and sending emails via Gmail can be burdensome for the person in charge and poses a risk of errors.
Additionally, it may be challenging to effectively utilize human resources.
By integrating these tools, such issues can be resolved, leading to improved operational efficiency and optimized human resources.
Integration of HubSpot, Stripe, and Gmail can be easily achieved without programming by using Yoom.
Please refer to the steps introduced in this article and consider implementing automation in your company.