Create a payment link from HubSpot for Stripe and send it via email.

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■Overview

This is a flow to create a payment link from HubSpot for Stripe and send it via email.

By using Yoom, you can easily connect apps without the need for programming.

By using a trigger with the Chrome extension, you can directly initiate the trigger from HubSpot.

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■Recommended for

1. Those who use HubSpot for customer management and marketing activities

・Those who manage customer and campaign information in HubSpot but want to streamline the payment process

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2. Those who use Stripe as an online payment system

・Those who want to automate the generation and sending of payment links to save time

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■Benefits of using this template

By utilizing the flow to create a payment link from HubSpot for Stripe and send it via email, you can streamline billing operations.
This eliminates the need to manually create links and paste them into emails, improving productivity.
The automated flow prevents billing errors and omissions, enabling accurate payment management.

Additionally, it allows for quick and professional responses to customers, improving customer satisfaction and potentially increasing repeat customers.

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■Notes

・Please connect both HubSpot and Stripe with Yoom.

・Stripe is an app available only on the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections of the set flow bot will result in errors, so please be careful.

・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

・For instructions on setting up triggers using the Chrome extension, please refer to here.

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About the Apps You Use

Stripe

At Yoom, you can utilize Stripe's API without any coding. You can notify Slack when a new payment is registered or canceled in Stripe, and integrate Stripe information with other SaaS. Additionally, you can automatically aggregate and sync Stripe information into Yoom's database for various uses.

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Stripe

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HubSpot

Yoom allows you to integrate with HubSpot's API without any code, enabling the automation of various tasks. You can automatically register contact and company information in HubSpot, and trigger the transfer of information to various SaaS platforms like kintone, spreadsheets, and CloudSign when information is registered or updated in HubSpot. Additionally, you can automatically sync HubSpot's contact and company information to Yoom's database for various uses.

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