How to integrate HubSpot, Stripe, and LINE Official Account to create a payment link in HubSpot and send it via LINE Official Account

Customer support representatives and payment management staff likely spend a significant amount of time and effort manually issuing payment links each time. By integrating HubSpot, Stripe, and the official LINE account, you can save time and effort spent on payment management tasks, contributing to improved operational efficiency for companies and organizations. Additionally, reducing manual input errors can alleviate the workload of staff. This article provides a detailed explanation of the benefits of automation and how to integrate apps using Yoom. Recommended for: - Those who manually guide customer payments in business - Online shop operators who want to streamline customer information management and payment processing - Company representatives who want to reduce the hassle of regular payment guidance tasks - Marketing personnel who want to automate customer interactions using the official LINE account - Companies looking to enhance operational efficiency by utilizing HubSpot and Stripe Benefits and Examples of Integrating HubSpot, Stripe, and the Official LINE Account 1. Reducing Workload By implementing this flow, the process from confirming the relevant customer managed in HubSpot to generating a payment link and sending it via LINE is automated. This allows for the elimination of manual payment guidance and reminder sending, reducing the workload of staff. For example, companies offering subscription services previously sent payment links manually each month. By automatically generating links based on HubSpot customer data and sending them via LINE, the burden on support staff can be reduced, allowing them to allocate that time to other important tasks. 2. Speeding Up Customer Response By integrating HubSpot and Stripe and sending payment links via the official LINE account, you can smoothly handle payment guidance and customer interactions. Receiving payment links on LINE and completing payments without needing to switch to other platforms can be achieved. For instance, when a customer purchases a product from an online shop and receives a payment link via LINE, they can click the link and complete the payment immediately, saving time from creating to sending the payment guidance link. 3. Accurate Information Management By utilizing this automation, you can accurately send payment links to the relevant customers based on HubSpot customer information. For example, in the case of offering subscription services, by incorporating this automation flow, reminders are automatically sent via LINE when payment deadlines approach. Sending accurate guidance to the relevant customers may improve customer satisfaction. [About Yoom] Let's create a flow bot using the template "Create a payment link from HubSpot and send it via the official LINE account."

How to Create a Connection Flow between HubSpot, Stripe, and LINE Official Account

The process to complete the flow will proceed as follows:

・Connect HubSpot, Stripe, and LINE Official Account to My Apps
・Copy the template
・Check the Chrome extension trigger and set up Stripe, followed by setting up each operation for the LINE Official Account
・Turn on the trigger and confirm the actual activation

Now, let's proceed with the new connection of the apps to be linked.

・Connect HubSpot, Stripe, and LINE Official Account to My Apps

(1) First, connect HubSpot to My Apps.
After logging into your Yoom account, click "My Apps" on the left column and search for HubSpot from "New Connection".

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Search for and click on the HubSpot app icon.

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(2) Clicking the app icon will take you to a screen like the one above. If you already have an account, click [Sign in to HubSpot Account].
(If you need to create a new account, select [Create a New HubSpot Account] and create an account.)

(3) Click [Sign in to HubSpot Account] and proceed to the screen where you enter your email address and then your password.
After entering your password, you will receive an authentication code, so complete the authentication.

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(4) After authentication, you will move to a screen like the one above, so select the relevant account.
Select the account with the blue circle as indicated by the red frame and click [Select Account].
The first HubSpot connection is now complete.

(5) Next, connect the Stripe app.
Select Stripe in the same way as registering HubSpot to My Apps.

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(6) Enter the "Account Name" and "Access Token" for the Stripe you want to connect and click [Add].
For more information on how to register Stripe to My Apps, please check this page.

・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 set in the flow bot 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.

(7) After registering Stripe to My Apps, proceed to connect the LINE Official Account app.
Search for the LINE Official Account and select the app name.

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(8) Enter the "Account Name" and "Access Token" for the LINE Official Account you want to connect and click [Add].
For more information on how to add the LINE Official Account to My Apps, please check this article.

After clicking, you will move to the My Apps screen of your Yoom account with the three apps added.
Now, the three apps are connected to your Yoom account.

・Copy the Template

After confirming that the new connection of the target apps to your Yoom account is complete, click the icon for "Try this template" below.

The template will be copied, so click the "OK" button.

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Move to the "My Projects" screen of your Yoom account and check the template content.

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There are three setup flows.

・Check the Chrome Extension Trigger

(1) First, check the Chrome extension that will be the trigger.

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From "My Projects" on the left side of the Yoom account screen, click "【Copy】Create a payment link from HubSpot for Stripe and send it via the official LINE account".

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After clicking, the template content will be displayed as shown in the screen below.

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(2) Click on the "Launch from Deal Detail Page" icon of the Chrome extension, which is the first action.

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(3) The red part of the above image states "Install the Chrome extension from here".
To use the Chrome extension trigger, please check this page.
If you haven't installed the Chrome extension, you can do so from here.

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(4) After completing the Chrome extension settings, enter the account information to link with HubSpot and click [Next].

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(5) Obtain and enter the URL of the launch page.
After entering, press [Test], and if there are no issues, click [Save].

In this step, it is possible to obtain information pre-stored in HubSpot as output.
(The following image shows information such as "Recipient User ID", "Quantity", and "Price ID" pre-stored in HubSpot and obtained as output as an example.)
The output information can be quoted and utilized in the subsequent steps, as noted in "This value can be used in other operations."

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※ The extension can also be installed from the upper right of the template.

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・Stripe Settings

(1) Next, click the second action "Create Payment Link".

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(2) Enter the account information to be linked and click [Next].

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(3) On the next screen, enter the "Price ID" and "Quantity" fields.
You can also utilize the obtained output as shown in the screen below.

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(4) The item "Allow customers to adjust quantity" can be selected from the dropdown.

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(5) After entering the information, click [Test], and if there are no issues, click [Save].

・LINE Official Account Settings

(1) Finally, click the third action "Send Text Message".

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(2) Enter the account information to be linked and click [Next].

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(3) On the next screen, enter the "Recipient User ID" and "Message" fields.
You can also utilize the output obtained in the first action as shown in the screen below.

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(4) After entering the information, click [Test], and if there are no issues, click [Save].
This completes the setup.

・Turn ON the Trigger

By clicking the red frame part "Turn ON the Trigger" on the screen below, the flow bot will start automatically.

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Here is the template used this time

Other Automation Examples Using Stripe

There are other examples of automation using Stripe on Yoom, so here are a few introductions.

Register Sales Transactions in freee Accounting When a Payment is Created in Stripe

This flow is recommended for those using freee Accounting for customer management.
If a Stripe customer is not registered in freee Accounting, they will be newly registered as a client in freee Accounting.
By automating the registration process during transactions, you can reduce the effort of data entry.

Send a Thank You Email via Outlook When a Payment is Made on Stripe

This flow is recommended for those who want to eliminate the hassle of manually sending thank you emails.
When a payment is made on Stripe, a thank you email is automatically sent from Gmail, eliminating the need for manual email sending and allowing for quicker customer response.

Add a Contact to Mailchimp When a Customer is Created in Stripe

Effectively utilizing customer data from Stripe can streamline marketing activities in Mailchimp.
Expect improved efficiency through rapid information updates and centralized data management.

Summary

By integrating HubSpot, Stripe, and the official LINE account, it is possible to streamline payment management tasks and reduce the workload on staff.
Automation of processes can lead to reduced working hours, contributing to cost-saving measures for companies and organizations.
Providing guidance based on accurate information may lead to improved customer satisfaction.

Please take advantage of Yoom to experience automation through app integration.