Send a Payment Link via Stripe When a Deal is Closed in HubSpot
This flow is recommended for those who manage deals using HubSpot and want to streamline the payment process after closing a deal by utilizing Stripe.
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"Managing customer and payment information separately in HubSpot and Stripe is a hassle..."
"It's tedious to manually send payment links from Stripe for every deal closed in HubSpot!"
For business professionals facing these challenges, this is a must-read!
<span class="mark-yellow">By integrating HubSpot and Stripe, you can solve these issues and expect to streamline customer management and payment processing.</span>
For example, when a contact is added in HubSpot, you can automatically register the customer in Stripe, or when a deal is closed in HubSpot, you can automatically send a payment link from Stripe.
This article clearly explains what you can achieve by integrating HubSpot and Stripe, as well as how to create a specific integration flow.
Be sure to use this article as a reference and try integrating HubSpot and Stripe!
By using Yoom, you can easily integrate HubSpot and Stripe without any code.
Yoom provides templates for integrating HubSpot and Stripe, so you can achieve integration immediately just by signing up, even without API knowledge.
By integrating the APIs of HubSpot and Stripe, you can automatically sync HubSpot data with Stripe!
For example, you can automatically perform data synchronization like the following without any manual intervention.
You can immediately experience the integration of HubSpot and Stripe by simply clicking "Try it out" for the automation example you're interested in and registering an account.
Registration takes just 30 seconds, so feel free to give it a try!
This flow is recommended for those who use both HubSpot and Stripe in their sales activities and want to centrally manage customer information and improve operational efficiency.
This flow is recommended for those who manage deals using HubSpot and want to streamline the payment process after closing a deal by utilizing Stripe.
Let's get started with creating a flow that integrates HubSpot and Stripe!
We'll proceed with the integration of HubSpot and Stripe using Yoom without any code, so if you don't have a Yoom account yet, please create one from this link.
[What is Yoom]
This time, we will create a flow bot that transfers data to Stripe when a contact is registered in HubSpot!
We will create it in the following major steps.
Let's register My Apps to connect HubSpot and Stripe to Yoom.
By registering My Apps first, you can proceed with automation settings smoothly.
Before connecting, create a database in HubSpot!
※ This time, it was created as shown in the image below.
1. Click on My Apps on the left side of the Yoom page screen and select "Add".
Enter "HubSpot" in the search box at the top right and select HubSpot from the search results.
2. On the displayed screen, click on "Sign in to your HubSpot account".
On the next screen, enter your email address and click "to the next".
On the next screen, enter your password and click "Login".
3. Next, register Stripe with My Apps.
Similarly, click on My Apps on the left side of the Yoom page screen and select "Add".
Enter "Stripe" in the search box and select Stripe from the search results.
On the next screen, enter the required fields and click "Add".
※ [Stripe] is an app available only with some paid plans.
For free plans or mini plans, the operations and data connections of the flow bot you set will result in errors, so please be careful.
Paid plans offer a 2-week free trial. You can use restricted apps during the free trial.
If HubSpot and Stripe are displayed in My Apps, registration is complete.
From here, let's create a flow! Since we are using a template, open the template page below and click 'Try this template'.
The template will be automatically copied to your workspace. Please click "OK" on the next screen.
*The following screen appears when you click "[Copy]Register customer in Stripe when a contact is added to HubSpot" in the Flowbot under "My Projects" on the left side of the Yoom page screen.
1. Click "OK" on the previous screen, then click the app trigger "When a new contact is created" on the displayed screen.
2. Enter the required fields on the displayed screen. Leave the trigger action as is and click "Next".
3. Set the details on the displayed screen. Select the "Trigger Interval".
*Triggers can be set to intervals of 5, 10, 15, 30, or 60 minutes. Please note that the shortest trigger interval varies depending on the plan.
*For more details on Yoom plans, please refer to here.
4. After entering, execute "Test" and if successful, click "Save".
*As indicated by the retrieved value displayed, "You can use these values in other operations", it can also be utilized in the next settings.
1. Click "Create Customer" to link with the app.
Enter the required fields on the displayed screen and click "Next".
2. Set up the API connection.
Select "Customer Name", "Email Address", and "Phone Number" from the retrieved value displayed when you click the input fields.
After entering, execute "Test" and if successful, click "Save".
Click the "Turn ON Trigger" button on the screen below to automatically start the Flowbot.
*If the setup is successful, customer information will be registered in Stripe as shown in the image below.
It is possible to automate various tasks using HubSpot and Stripe APIs.
If you find something interesting, please give it a try!
You can add company and contact information to the database, and send notifications via email or chat tools.
HubSpot ticket creation and deal registration can also be automated!
When a new product is created, it is possible to automate tasks such as posting on social media, storing customer information in a database, and using chat tools or sending emails!
By integrating HubSpot with Stripe, you can eliminate the need for manual customer registration and sending payment links.
This allows you to automatically register customers in Stripe when a contact is added to HubSpot, preventing registration errors or omissions and ensuring accurate customer information is added.
In addition to this, you can notify chat tools and add contact information from HubSpot to your database.
Moreover, when a payment is made through Stripe, you can send notifications or thank-you emails.
If you have concerns such as "wanting to reduce the hassle of manual data entry" or "wanting to minimize moving between systems," please create a free account here.
Registration is simple and can be completed in about 30 seconds, allowing you to set it up during your work!
Let's reduce daily tasks and create an environment where you can focus on other work!
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