・
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.
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.
■Overview
The flow "Create a HubSpot contact when payment is completed with Stripe" 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
■Benefits of using this template
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!
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.
■Overview
The flow "Create a HubSpot contact when payment is completed with Stripe" 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
■Benefits of using this template
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.
■Overview
The "Create a Deal in HubSpot When a Stripe Subscription Ends" workflow leverages the integration between Stripe and HubSpot to automatically create a deal in HubSpot when a subscription ends.
This ensures follow-up with customers who have canceled and helps seize opportunities for re-engagement, thereby enhancing the efficiency of sales activities.
■Recommended for
■Benefits of using this template
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.
■Overview
The flow "Create a task in HubSpot when a payment failure is detected in Stripe" 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, enabling prompt follow-up.
This is expected to improve customer satisfaction and streamline operations.
■Recommended for
■Benefits of using this template
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.
■Overview
The flow "Create a HubSpot contact when payment is completed with Stripe" 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
■Benefits of using this template
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.
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.
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.
Now, let's proceed with the automation settings!
Log in to Yoom and click "Try it" on the banner below.
■Overview
The flow "Create a HubSpot contact when payment is completed with Stripe" 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
■Benefits of using this template
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."
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."
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."
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."
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.
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.
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.
■Overview
The flow "Register a customer in Stripe when a contact is added to HubSpot" is a business 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 duplicate information.
This allows the sales team to focus more quickly on customer engagement.
■Recommended for
■Benefits of using this template
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.
■Overview
The flow "Send a payment link via Stripe when a deal is closed in HubSpot" is a business workflow that automates the payment process after a deal is closed.
This streamlines the process from order to payment, reducing the burden on the sales team.
By utilizing Yoom to integrate HubSpot and Stripe and leveraging API and RPA functions, manual tasks can be reduced, enabling efficient business operations.
■Recommended for
■Benefits of using this template
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!
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.
■Overview
This is a flow that adds a payment made on Stripe to a Google Spreadsheet.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Companies using Stripe for payment processing
・Those who want to utilize payment data completed on Stripe in other apps
・Those who want to eliminate the hassle of manually transferring data
2. Those using Google Spreadsheets for business
・Those managing payment data with Google Spreadsheets
・Those who want to expedite post-payment administrative tasks and analysis work utilizing payment data
■Benefits of using this template
Stripe is a convenient tool that supports various payment processes. However, when utilizing payment data in other systems or apps, manually transferring data each time a payment is completed can decrease work efficiency.
By implementing this flow, you can automatically reflect payment data in Google Spreadsheets, facilitating smooth information sharing and subsequent processing. It also helps prevent transcription errors of amounts and customer information.
■Notes
・Please integrate both Stripe and Google Spreadsheets with Yoom.
・Stripe is an app available only with 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 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.
■Overview
This is a flow that notifies Microsoft Teams when a payment is made via Stripe.
■Recommended for
1. Companies that accept payments via Stripe
・Those managing completed payments on Stripe
・Those utilizing it to streamline online payments
2. Those who use Microsoft Teams as their main communication tool
・Those using it as a means of communication within the team
■Benefits of using this template
Stripe is a tool that can lead to improved customer satisfaction as it allows for a wide range of payment methods.
However, having to manually confirm completed payments on Stripe can be a factor that hinders productivity.
By utilizing this flow, you can immediately notify Microsoft Teams when a payment is completed on Stripe, facilitating smooth information sharing within the team.
Knowing the completion of payments quickly allows for smooth subsequent operations, thereby improving efficiency.
■Notes
・Please integrate both Stripe and Microsoft Teams 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 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.
・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow where a thank you email is sent via Gmail when a payment is made through Stripe.
■Recommended for
1. Businesses accepting payments via Stripe
・Those who want to send a thank you email to customers immediately after a payment is completed on Stripe
・Those who want to improve operational efficiency by eliminating the manual task of sending thank you emails
2. Those who want to handle customer interactions based on Stripe payment information
・Those who want to send personalized thank you emails to each customer
・Those who want to provide coupons or campaign information through thank you emails
■Benefits of using this template
While Stripe is a tool that makes online payments easy, manually sending thank you emails for each payment can lead to delays in customer service.
By utilizing this flow, a thank you email is automatically sent from Gmail when a payment is made through Stripe.
This allows customers to immediately confirm that their payment has been completed, leading to increased peace of mind and satisfaction.
■Notes
・Please integrate both Stripe and Gmail 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 set up 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.
■Overview
This is a flow that sends a thank you email via Outlook when a payment is made through Stripe.
■Recommended for
1. Businesses accepting payments via Stripe
・Those who want to improve operational efficiency by eliminating the manual task of sending thank you emails
2. Those who want to handle customer interactions based on Stripe payment information
・Those who want to send personalized thank you emails to each customer
■Benefits of using this template
Stripe is an online payment tool, but manually sending thank you emails every time a payment is completed can lead to human errors and delays in customer service.
By utilizing this flow, a thank you email is automatically sent from Gmail when a payment is made through Stripe.
This eliminates the need for manual email sending, thereby improving operational efficiency and speeding up customer service.
■Notes
・Please integrate both Stripe and Outlook with Yoom.
・Stripe is an app available only with 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 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 usually restricted.
・Microsoft365 (formerly Office365) has both a Home Plan and a Business Plan (Microsoft365 Business). If you are not subscribed to the Business Plan, authentication may fail.
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.
■Overview
The "Add Notes to HubSpot Based on Outlook Email Content" workflow is a business workflow that automatically reflects email information received in Outlook into HubSpot.
■Recommended for
■Benefits of using this template
■Overview
This is a flow that notifies Gmail when a new contact is registered in HubSpot.
■Recommended for
1. Sales Department
・Sales teams that want to share new leads and customer information with the entire team and respond quickly
・Departments that want to collaborate as a team to follow up on new contacts
2. Customer Support Team
・Support teams that want to timely grasp new customer information and respond quickly
・Departments that want to enhance consistency in customer support and share the latest information with everyone
3. Marketing Department
・Teams that want to plan and execute campaigns based on new customer information
・Departments that want to check the results of lead generation in real-time and plan the next actions
■Benefits of using this template
・You can significantly reduce working time by eliminating the need to manually check new contact information and notify Gmail.
・By sharing information via Gmail, all team members can easily grasp the latest contact information.
■Notes
・Please integrate both HubSpot and Gmail with Yoom.
■Overview
This is a flow that sends a notification to Google Chat when a form is submitted to Hubspot.
■Recommended for
1. Marketing professionals using HubSpot
・Those who want to track form submissions in real-time and respond quickly to leads
・Those who want to share form submission information with their team to strengthen collaboration
・Those who use Google Chat regularly and want to receive notifications in Google Chat
2. Sales professionals using HubSpot
・Those who want to respond quickly to inquiries from potential customers
・Those who want to create business opportunities based on form submission information
・Those who want to collaborate with their team on Google Chat to efficiently handle leads
■Benefits of using this template
・Improves work efficiency by eliminating the need for manual notifications and information sharing, allowing more time for other tasks.
・Utilizes Google Chat's chat and thread features to facilitate smooth discussions and information sharing about leads.
■Notes
・Please integrate both Hubspot and Google Chat with Yoom.
・Integration with Google Chat is only possible with Google Workspace. For more details, please refer to this link. https://intercom.help/yoom/ja/articles/6647336
■Overview
This flow creates a contact in HubSpot when a record is registered in the lead object in Salesforce.
■Recommended for
1. Sales Department
・Teams that want to automatically reflect leads managed in Salesforce in HubSpot to streamline sales activities
・Teams that want to centrally manage lead information and perform quick follow-ups
2. Marketing Team
・Teams that want to utilize lead information obtained in Salesforce in HubSpot to enhance marketing campaigns and lead nurturing
・Teams that want to implement personalized marketing strategies based on lead behavior history
3. Customer Support Team
・Teams that want to share Salesforce lead information with HubSpot to maintain consistency in customer support
・Teams that want to smoothly manage the conversion process from lead to customer
■Using this Template
・Analysis based on lead data is enhanced, making it easier to measure the effectiveness of marketing and sales strategies.
・By automatically creating a contact in HubSpot every time a lead is registered in Salesforce, you can eliminate the hassle of manual data entry.
■Notes
・Please integrate both HubSpot and Salesforce with Yoom.
・Salesforce is an app available only with 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 normally restricted.
■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 improving the efficiency of sales and marketing operations. When a new contact is registered in HubSpot, it 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
■Benefits of using this template
By automatically creating a Zoom meeting and sending details via email when a new contact is created in HubSpot, it significantly reduces manual work.
Additionally, by automatically sending meeting details via email, it prevents information leakage or errors, ensuring reliable communication.
Automation allows for centralized management of the entire sales activity flow, enabling efficient business operations.
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!
