How to automatically send an email with a payment link created in Stripe based on HubSpot information using a Chrome extension

Step 1: Register My Apps with HubSpot and Stripe

Please register My Apps to connect HubSpot and Stripe with Yoom.
By registering My Apps in advance, automation settings become easier.

First, let's register My Apps for HubSpot.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.

A search bar and app list will be displayed as shown below, so use either to select HubSpot.

When the following screen is displayed, please sign in to HubSpot.

Next, proceed to register My Apps for Stripe.
Select Stripe in the same way as before.
When the following screen is displayed, set the "Account Name" and "Access Token" while referring to here.
The "Access Token" can be confirmed in the Stripe management screen.

Once the My Apps registration for HubSpot and Stripe is complete, they will be displayed in My Apps.

Step 2: Copy the Template

To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

When the following screen is displayed, check the "Title" and "Description".
If you want to make changes, click on the relevant section to modify it.
To set up the Yoom Flowbot from the extension with the HubSpot webpage open initially, click "Launch from Record Details Page".

Step 3: HubSpot Trigger Setting as the Starting Point of the Flow and Subsequent Stripe Operation Setting

The following screen will be displayed, so check the setup method.
Since a Chrome extension is used, please check the setup method from here.
If you haven't installed the Chrome extension yet, please install it from here.

Next, check the settings.
Proceed with the setup assuming that payment information is pre-stored on HubSpot.

• "Title" → Can be changed by yourself
• "Account information linked with HubSpot" → Check for discrepancies
• "Action when launching from the extension" → Launch from transaction details page
  

The following screen will be displayed, so check the setup method.

Scroll down and set the "Sample URL for Launch Page".
After setting, click "Test" → "Test Successful" → "Save".

Next, to set up Stripe, click "Create Payment Link".
*Stripe is an app available only on some paid plans.
In other plans, the operations and data connections of the flowbot being set will result in errors, so please be careful.
A 2-week free trial of the paid plan is available.
During the free trial, you can use restricted apps.

When the following screen is displayed, check the settings.

• "Title" → Can be changed by yourself
• "Account information linked with Stripe" → Check for discrepancies
• "Action" → Create payment link
  

The following screen will be displayed, so set the "Product List".
Utilize the output from "Launch from Record Details Page" to set the "Price ID".
Click the arrow within the red frame to display the output.

Scroll down and set other items.
After setting, click "Test" → "Test Successful" → "Save".

Next, to set up sending an email, click "Send Email".
When the following screen is displayed, check the settings.

• "Title" → Can be changed by yourself
• "App" → Check if it is set to Yoom
  

Scroll down and set the "To" for the email content.
Utilize the output from "Launch from Record Details Page" to set it.

Next, set the "Subject" as desired.

Scroll down and set the "Body".
Utilize the outputs from the record details page launch and Stripe to set it.
As an example, it was set as follows, so please refer to it for your settings.
After setting, click "Test" → "Test Successful" → "Save".

Step 4: Turn on the Trigger Button and Check the Integration Operation between HubSpot and Stripe

Finally, click "Turn on Trigger" to complete the automation setup.
Check if the flowbot starts correctly.

Here is the template used this time.

Other Automation Examples Using HubSpot and Stripe

1. This flow automatically creates a ticket in HubSpot when a new customer is created in Stripe.
It allows you to visualize the status of ticket handling, making it convenient for tracking progress.
Every time a new customer is registered, it saves the effort of creating a ticket in HubSpot.

2. This is a flow where a new company registered in HubSpot automatically creates a customer in Stripe.
You can synchronize customer information from HubSpot to Stripe, eliminating the need for manual input.
This helps prevent the risk of registering incorrect customer information.

3. This is a flow that automatically updates the lead status in HubSpot when an email is received.
When an email is received, the flow searches for the contact information in HubSpot using the email address and updates the lead status to connected.
There is no need to manually search for contact information and update the lead status.

Summary

By integrating HubSpot with Stripe, you can automatically create payment links in Stripe based on HubSpot's deal data and send emails, facilitating a smooth payment process.
This can help prevent human errors and lead to more reliable transactions.
Additionally, it eliminates the need for manual work, potentially reducing the time spent on tasks.

Implementing Yoom's automation can further streamline payment processing.