Create a payment link from HubSpot using Stripe and send it via Gmail.

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■Overview

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

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

With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.

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‍■Recommended for

1. Those who frequently use HubSpot for business

・Those who manage transaction information in HubSpot

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2. Those who use Stripe to conduct business

・Those who manually create payment links

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■Benefits of using this template

When interacting with customers to sell products or services, using Stripe payment links can make the process smoother.
However, creating payment links requires entering information such as product names and quantities, which can be time-consuming if done manually each time.

In this flow, you can automate the creation of Stripe payment links by triggering a Chrome extension from the HubSpot transaction details page.
The Stripe payment link is sent via Gmail, allowing you to streamline transaction operations.

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■Notes

・Please integrate HubSpot, Stripe, and Gmail 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, 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 two-week free trial. During the free trial, you can use apps that are subject to restrictions.

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