"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!
By integrating HubSpot and Stripe, you can solve these issues and expect to streamline customer management and payment processing. 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!
For those who want to try it out quickly
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.
When a contact is added to HubSpot, register the customer in Stripe.
■Overview The "Register customer in Stripe when a contact is added to HubSpot" flow is a workflow that streamlines data management in sales activities. When a new contact is added in HubSpot, it is automatically registered as a customer in Stripe, eliminating the need for manual data entry and the hassle of managing information redundantly. This allows sales teams to focus more quickly on customer interactions.
■Recommended for: - Sales personnel who use both HubSpot and Stripe and are experiencing challenges with data integration - Business owners who want to centrally manage customer information and improve operational efficiency - Marketing personnel who want to reduce errors from manual data entry - IT administrators who want to automate data synchronization between HubSpot and Stripe - Companies looking to streamline the customer registration process and enhance sales efforts
■Notes - Please integrate each of HubSpot and Stripe with Yoom. - Stripe is only available with Team Plan and Success Plan. For the Free Plan and Mini Plan, operations and data connects set with Flow Bots will cause errors, so please be careful. - It is possible to conduct a free trial of paid plans such as Team Plan and Success Plan for two weeks. Restricted apps can be used during the free trial.
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!
Register a Customer in Stripe When a Contact is Added in HubSpot
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.
When a contact is added to HubSpot, register the customer in Stripe.
■Overview The "Register customer in Stripe when a contact is added to HubSpot" flow is a workflow that streamlines data management in sales activities. When a new contact is added in HubSpot, it is automatically registered as a customer in Stripe, eliminating the need for manual data entry and the hassle of managing information redundantly. This allows sales teams to focus more quickly on customer interactions.
■Recommended for: - Sales personnel who use both HubSpot and Stripe and are experiencing challenges with data integration - Business owners who want to centrally manage customer information and improve operational efficiency - Marketing personnel who want to reduce errors from manual data entry - IT administrators who want to automate data synchronization between HubSpot and Stripe - Companies looking to streamline the customer registration process and enhance sales efforts
■Notes - Please integrate each of HubSpot and Stripe with Yoom. - Stripe is only available with Team Plan and Success Plan. For the Free Plan and Mini Plan, operations and data connects set with Flow Bots will cause errors, so please be careful. - It is possible to conduct a free trial of paid plans such as Team Plan and Success Plan for two weeks. Restricted apps can be used during the free trial.
■ Overview The "Send a payment link via Stripe when a deal is won in HubSpot" workflow automates the payment process after a deal is closed. This streamlines the entire process from deal closure to payment, reducing the burden on the sales team. By leveraging Yoom to integrate HubSpot and Stripe and utilizing API and RPA functionalities, you can minimize manual tasks and achieve efficient business operations.
■ Recommended for ・Sales personnel using HubSpot for deal management who want to streamline payment procedures after a deal is won ・Business owners or managers using Stripe who wish to automate the sending of payment links ・IT professionals or system administrators who want to optimize business processes by integrating multiple SaaS applications
■ Notes ・Please integrate Yoom with both HubSpot and Stripe. ・Stripe is an app available only on the Team Plan or Success Plan. Operations or data connections set in the FlowBot will result in errors with the Free Plan or Mini Plan, so please be cautious. ・Paid plans like the Team Plan or Success Plan offer a 2-week free trial. During the free trial, you can use the restricted apps.
Let's Create a HubSpot and Stripe Integration Flow
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.
Integrate HubSpot and Stripe with My Apps
Copy the template
Set up HubSpot triggers and Stripe operations
Turn on the trigger and verify the integration flow
When a contact is added to HubSpot, register the customer in Stripe.
■Overview The "Register customer in Stripe when a contact is added to HubSpot" flow is a workflow that streamlines data management in sales activities. When a new contact is added in HubSpot, it is automatically registered as a customer in Stripe, eliminating the need for manual data entry and the hassle of managing information redundantly. This allows sales teams to focus more quickly on customer interactions.
■Recommended for: - Sales personnel who use both HubSpot and Stripe and are experiencing challenges with data integration - Business owners who want to centrally manage customer information and improve operational efficiency - Marketing personnel who want to reduce errors from manual data entry - IT administrators who want to automate data synchronization between HubSpot and Stripe - Companies looking to streamline the customer registration process and enhance sales efforts
■Notes - Please integrate each of HubSpot and Stripe with Yoom. - Stripe is only available with Team Plan and Success Plan. For the Free Plan and Mini Plan, operations and data connects set with Flow Bots will cause errors, so please be careful. - It is possible to conduct a free trial of paid plans such as Team Plan and Success Plan for two weeks. Restricted apps can be used during the free trial.
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.
Step 2: Copy the Template
From here, let's create a flow! Since we are using a template, open the template page below and click 'Try this template'.
When a contact is added to HubSpot, register the customer in Stripe.
■Overview The "Register customer in Stripe when a contact is added to HubSpot" flow is a workflow that streamlines data management in sales activities. When a new contact is added in HubSpot, it is automatically registered as a customer in Stripe, eliminating the need for manual data entry and the hassle of managing information redundantly. This allows sales teams to focus more quickly on customer interactions.
■Recommended for: - Sales personnel who use both HubSpot and Stripe and are experiencing challenges with data integration - Business owners who want to centrally manage customer information and improve operational efficiency - Marketing personnel who want to reduce errors from manual data entry - IT administrators who want to automate data synchronization between HubSpot and Stripe - Companies looking to streamline the customer registration process and enhance sales efforts
■Notes - Please integrate each of HubSpot and Stripe with Yoom. - Stripe is only available with Team Plan and Success Plan. For the Free Plan and Mini Plan, operations and data connects set with Flow Bots will cause errors, so please be careful. - It is possible to conduct a free trial of paid plans such as Team Plan and Success Plan for two weeks. Restricted apps can be used during the free trial.
The template will be automatically copied to your workspace. Please click "OK" on the next screen.
Step 3: Setting Up HubSpot Triggers
*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.
Step 4: Stripe 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".
Step 5: Turn ON the Trigger Button and Verify the Integration Flow
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.
Other Automation Examples Using HubSpot and Stripe APIs
It is possible to automate various tasks using HubSpot and Stripe APIs. If you find something interesting, please give it a try!
Automation Examples Using HubSpot
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!
Notify via Gmail when a new contact is registered in HubSpot
■Overview This workflow automatically creates HubSpot tickets when a post is made in the Slack 'Inquiry' channel, streamlining the process of managing customer inquiries.
■Recommended for: - Customer support staff managing inquiries from customers using Slack - IT professionals considering automation of workflows by linking HubSpot and Slack - Business owners aiming to improve inquiry handling efficiency by strengthening inter-tool connectivity
■Notes - Please integrate both Slack and HubSpot with Yoom. - Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - Please be aware that the shortest activation interval may vary depending on your plan.
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!
Add to Microsoft Excel when payment is made with Stripe
■Overview The "Automatically post to X (Twitter) when a new product is created in Stripe" flow is a business workflow that automates social media promotion simultaneously with product registration. By utilizing this flow, you can automatically post to Twitter at the same time as product registration in Stripe, enabling efficient promotional activities.
■Recommended for ・Business owners who manage many products using Stripe and want to streamline promotions on Twitter ・Marketing personnel who feel that manual Twitter posting takes up time and hinders other tasks ・Executives who want to automatically disseminate information on social media at the same time as product registration to increase brand awareness ・Companies considering automating business workflows using Yoom
■Notes ・Please link both Stripe and X (Twitter) with Yoom. ・Stripe is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you have set will result in errors, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
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!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
With experience in a wide range of roles, including systems engineer, programmer, new graduate recruitment assistant, and theme park actor, I have been involved in building corporate systems and improving operational efficiency, particularly as a systems engineer and programmer. Utilizing Yoom, I will clearly and comprehensively communicate practical approaches to reducing operational burdens.
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