Are you manually transferring Stripe payment information and subscription status to HubSpot? If so, you may encounter issues such as missing information, entry errors, and lack of internal sharing.
However, integrating Stripe with HubSpot seems to require programming knowledge, and many might feel, "This seems difficult for me."
In this article, we will introduce various ways to integrate Stripe and HubSpot using the no-code tool Yoom. We offer numerous automated flows, from creating contacts upon payment completion to managing subscriptions and notifying payment failures.
If you want to reduce the workload and enhance the speed and accuracy of customer service, be sure to check it out until the end.
For those who want to try it quickly
By using Yoom, you can easily integrate Stripe and HubSpot without any coding. Yoom provides templates for integrating Stripe and HubSpot, so you can achieve integration immediately just by registering, even without API knowledge.
Once the payment is completed on Stripe, create a contact in HubSpot.
■Overview The "Create a HubSpot contact when payment is completed on Stripe" flow is a business workflow that automatically registers customer information in HubSpot after online payment. This eliminates the need for manual data entry and enables quick information sharing with sales and marketing teams.
■Recommended for ・Business owners who use Stripe for online payments and want to manage customer data in HubSpot ・Sales and marketing personnel who want to improve work efficiency by reducing time spent on manual data entry ・IT personnel who want to easily set up and automate the integration between Stripe and HubSpot ・Administrators of companies aiming for centralized customer information management and strengthening integration between SaaS applications ■Notes ・Please integrate both Stripe and HubSpot 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 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.
By integrating the APIs of Stripe and HubSpot, you can automatically transfer Stripe data to HubSpot! For example, you can automatically perform data transfers like the ones below without any manual intervention.
Simply click "Try it out" on the automation example you're interested in and register an account to immediately experience the integration of Stripe and HubSpot. Registration takes just 30 seconds, so feel free to give it a try!
Create a HubSpot Contact When a Payment is Completed in Stripe
This flow involves obtaining customer information when a payment is completed in Stripe and creating a contact in HubSpot. This flow is recommended for those who want to share contact information with marketing or sales teams.
Once the payment is completed on Stripe, create a contact in HubSpot.
■Overview The "Create a HubSpot contact when payment is completed on Stripe" flow is a business workflow that automatically registers customer information in HubSpot after online payment. This eliminates the need for manual data entry and enables quick information sharing with sales and marketing teams.
■Recommended for ・Business owners who use Stripe for online payments and want to manage customer data in HubSpot ・Sales and marketing personnel who want to improve work efficiency by reducing time spent on manual data entry ・IT personnel who want to easily set up and automate the integration between Stripe and HubSpot ・Administrators of companies aiming for centralized customer information management and strengthening integration between SaaS applications ■Notes ・Please integrate both Stripe and HubSpot 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 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.
Create a Deal in HubSpot When a Stripe Subscription Ends
By creating a deal in HubSpot when a Stripe subscription ends, you can ensure a smooth transaction creation process. This flow is recommended for those who do not want to miss the opportunity to engage with customers who have canceled their subscriptions.
Create a deal in HubSpot when a Stripe subscription ends.
■Overview The workflow 'Create a Deal in HubSpot When a Stripe Subscription Ends' utilizes the integration of Stripe and HubSpot to automatically create a deal in HubSpot when a subscription ends in Stripe. This ensures follow-up opportunities with canceled customers and helps to streamline sales activities to avoid missing re-contract opportunities.
■Recommended for ・Sales representatives of companies already using Stripe and HubSpot ・Marketing personnel aiming to automate customer interactions at the end of a subscription ・Business owners wishing to streamline follow-up processes after a customer cancels ・Sales team leaders who are spending too much time manually creating deals ■Notes ・Connect Yoom with both Stripe and HubSpot. ・Stripe is an app available only on Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, any operations or data connections configured with Flowbot will result in an error, so please be aware. ・Paid plans such as Team Plan and Success Plan offer a two-week free trial. You can use restricted apps during this free trial period.
Create a Task in HubSpot When a Payment Fails in Stripe
You can add failed payments in Stripe as tasks in HubSpot, eliminating the need for manual entry. This flow is recommended for those who want to address payment issues quickly.
Detect a payment failure in Stripe and create a task in HubSpot.
■Overview The 'Create a task in HubSpot when a payment fails in Stripe' flow is a business workflow that supports quick response to payment issues. By utilizing this workflow, a task is automatically created in HubSpot when a payment failure is detected in Stripe, allowing for quick follow-up. This is expected to improve customer satisfaction and optimize business efficiency.
■For whom we recommend this template - Those using Stripe but find manual handling of payment failures cumbersome - Marketing personnel managing customers with HubSpot and seeking to streamline operations through automation - Sales team leaders aiming to expedite response to payment issues - IT personnel looking to enhance integration between SaaS apps and optimize business workflows - Managers considering automated task management to improve the quality of customer support
■Note - Please connect Yoom with both Stripe and HubSpot. - Stripe is available only with the Team Plan and Success Plan. Operations and data connections for flow bots will result in errors with the Free Plan or Mini Plan, so please be cautious. - Paid plans like the Team Plan and Success Plan offer a 2-week free trial. Apps with restrictions can be used during the free trial.
Let's Create a Flow to Integrate Stripe and HubSpot
Now, let's create a flow that integrates Stripe and HubSpot! We will use Yoom to proceed with the integration of Stripe and HubSpot without any coding, so if you don't have a Yoom account yet, please create one from this registration form.
[What is Yoom]
This time, we will create a flow bot that creates a contact in HubSpot when a payment is completed in Stripe! The creation process is broadly divided into the following steps.
Register Stripe and HubSpot as My Apps
Copy the template
Set up the Stripe trigger that initiates the flow and the subsequent HubSpot action settings
Turn on the trigger button to activate the flow bot
Once the payment is completed on Stripe, create a contact in HubSpot.
■Overview The "Create a HubSpot contact when payment is completed on Stripe" flow is a business workflow that automatically registers customer information in HubSpot after online payment. This eliminates the need for manual data entry and enables quick information sharing with sales and marketing teams.
■Recommended for ・Business owners who use Stripe for online payments and want to manage customer data in HubSpot ・Sales and marketing personnel who want to improve work efficiency by reducing time spent on manual data entry ・IT personnel who want to easily set up and automate the integration between Stripe and HubSpot ・Administrators of companies aiming for centralized customer information management and strengthening integration between SaaS applications ■Notes ・Please integrate both Stripe and HubSpot 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 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.
First, register your apps to connect Stripe and HubSpot with Yoom. Completing the app registration in advance will make it easier to proceed with automation settings.
Let's proceed with the setup! Click on "My Apps" → "+ Add" on the left side of the Yoom screen.
How to Integrate Stripe
A list of apps will be displayed, so find Stripe from there or use the search function.
When the following screen appears, make the settings within the red frame. For detailed setup instructions, check here.
How to Integrate HubSpot
Similarly, find it from the list or use the search function. When the following screen appears, log in to HubSpot.
If Stripe and HubSpot are displayed in your My Apps section, the registration is complete.
Step 2: Copy the Template
Now, let's proceed with the automation settings! Log in to Yoom and click "Try it" on the banner below.
Once the payment is completed on Stripe, create a contact in HubSpot.
■Overview The "Create a HubSpot contact when payment is completed on Stripe" flow is a business workflow that automatically registers customer information in HubSpot after online payment. This eliminates the need for manual data entry and enables quick information sharing with sales and marketing teams.
■Recommended for ・Business owners who use Stripe for online payments and want to manage customer data in HubSpot ・Sales and marketing personnel who want to improve work efficiency by reducing time spent on manual data entry ・IT personnel who want to easily set up and automate the integration between Stripe and HubSpot ・Administrators of companies aiming for centralized customer information management and strengthening integration between SaaS applications ■Notes ・Please integrate both Stripe and HubSpot 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 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.
The template will be automatically copied, and the following screen will be displayed. The template will be automatically stored in a project called "My Project," so please check there if you want to confirm.
Read the following screen display and click "OK."
When the following screen is displayed, please check the "Title." You can also change the title to make it easier to use. First, to set up the flowbot to activate once payment is completed on Stripe, click "When payment is successfully completed."
Step 3: Set the Stripe trigger that initiates the flow
The following screen will be displayed, so please check the settings. If there are no issues, click "Next."
※Stripe is an app for those using the Team Plan or Success Plan. Please note that using it with the Free Plan or Mini Plan will cause errors in flowbot operations and data connections. There is a two-week free trial for paid plans (Team Plan, Success Plan). During the trial period, you can try Stripe without any restrictions.
Move to the Stripe screen and complete a mock payment for testing. Return to the Yoom screen and click "Test." When "Test Successful" is displayed, click "Next."
When the following screen is displayed, click "Test."
"Test Successful" will be displayed, and "Output" will be shown below it. Although not shown below, values will be displayed next to the item names.
Output will be used in the subsequent settings, so please check for any mistakes. Once confirmed, click "Save."
Step 4: Set to retrieve customer information from Stripe
Next, to set up retrieving customer information from Stripe, click "Retrieve Customer Information."
The following screen will be displayed, so please check the settings. If there are no issues, click "Next."
When the following screen is displayed, set the "Customer ID."
Select "Customer ID" from the output of "When payment is successfully completed." Once the setup is complete, click "Test."
Once the test is successful, the customer information from Stripe will be displayed, so click "Save."
Step 5: Set to create a contact in HubSpot
Next, to set up creating a contact in HubSpot, click "Create Contact."
The following screen will be displayed, so please check the settings. If there are no issues, click "Next."
Please check the following precautions.
When the following screen is displayed, set the contact information from the output of "Retrieve Customer Information."
HubSpot requires contacts to be registered separately as "Last Name" and "First Name," but since Stripe sets it as a full name, "Customer Name" is set as "Last Name."
Once the setup is complete, click "Test." "Test Successful" will be displayed, so click "Save."
Step 6: Turn on the trigger button and activate the flowbot
All the settings for each item are now complete! The following screen will be displayed, and once you click "Turn on the trigger," the automation setup will be complete. Check to see if the flowbot you set up is working correctly!
This was the flow to create a contact in HubSpot when payment is completed on Stripe.
If you want to link HubSpot data to Stripe
Earlier, we introduced how to link data from Stripe to HubSpot, but if you want to link data from HubSpot to Stripe, please use the template below.
Register a customer in Stripe when a contact is added in HubSpot
You can register HubSpot contact information as a customer in Stripe, saving you the trouble of transcription. This flow is recommended for those who want to centrally manage customer information and improve business 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.
Send a Payment Link via Stripe When a Deal is Closed in HubSpot
When the status in HubSpot is updated to closed, you can send a payment link via Stripe, ensuring a smoother payment process. This flow is recommended for those who want to automate the sending of payment links.
When a deal is won in HubSpot, send a payment link via Stripe.
■ 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.
Other Automation Examples Using Stripe and HubSpot APIs
In addition to integration with Stripe, leveraging HubSpot's API can make daily operations more efficiently automated. If you want to enhance the quality of your marketing and sales activities, please try the following flows!
Convenient Automation Examples Using Stripe
Triggered by the completion of a payment on Stripe, you can automatically send thank-you emails via Gmail or Outlook, send notifications to Slack, and record information in Google Sheets. Additionally, you can register new customer information in Salesforce, which helps improve information management efficiency and team collaboration.
Add to Google Spreadsheet when payment is made through Stripe
With HubSpot, you can automate tasks such as notifications, email sending, and schedule creation in conjunction with form submissions and contact additions. The major advantage is reducing the hassle of manual handling and preventing information omissions and sharing errors.
Add a note to HubSpot based on the content of an Outlook email
■Overview The workflow "Add a note to HubSpot based on Outlook email content" is a business workflow that automatically reflects information from emails received in Outlook to HubSpot.
■Recommended for ・Sales representatives who manually add Outlook-received emails to HubSpot ・Marketing or customer support representatives who want to efficiently manage communication with customers ・IT personnel who want to strengthen the integration between Outlook and HubSpot and automate operations ・Those who aim to reduce errors due to manual input and achieve accurate data management
■Notes ・Please link both Outlook and HubSpot with Yoom. ・Microsoft365 (formerly Office365) has home plans and general corporate plans (Microsoft365 Business), and there may be authentication failures if you are not subscribed to the general corporate plan. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・The shortest trigger interval varies depending on the plan, so please be careful.
■Overview The flow 'Automatically create a Zoom meeting and send details via email when a new contact is created in HubSpot' is a business workflow aimed at streamlining sales and marketing operations. When a new contact is registered in HubSpot, Yoom automatically sets up a Zoom meeting and notifies the relevant personnel and contact via email with the details. This eliminates the need for manual meeting setup and information sharing, enabling quick communication. By leveraging the integration between HubSpot and Zoom, it supports the smooth progression of the entire sales process and contributes to improving team productivity.
■Recommended for ・Sales representatives managing customers using HubSpot ・Team leaders frequently conducting online meetings using Zoom ・Marketing personnel who want to automate the follow-up process for new contacts ・Small business owners burdened by the complexity and time consumption of manual meeting setups ・IT personnel looking to improve operational efficiency through the integration of HubSpot and Zoom
■Notes ・Please integrate Yoom with both HubSpot and Zoom. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
The integration of Stripe and HubSpot has often been considered difficult without specialized knowledge. However, with Yoom, you can easily start the integration without any programming knowledge.
By utilizing the flow introduced in this article, you can significantly reduce the hassle of registering payment information and managing customers! Templates are also available, so even beginners can feel at ease.
Register for free now and experience the automatic integration of Stripe and HubSpot with Yoom!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
Having transitioned from a career in child welfare to working as a writer, I am currently blogging for Yoom. I am continually amazed by the efficiency improvements Yoom enables and am eager to share this excitement with others to contribute to society. I will be sharing insights on app integrations and automation that even someone like me, with zero programming knowledge, can accomplish.
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