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

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■Overview

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

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

With Yoom, you can easily integrate between apps without the need for programming.

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‍■Recommended for

1. Those who manage transaction information with HubSpot

・Those who want to sync registered information with other tools to improve efficiency

2. Those who use Stripe for business

・Those who want to automate the creation of payment links and reduce working time

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■Benefits of using this template

With this flow, you can create a Stripe payment link from the HubSpot transaction details page and automatically send it to customers via Outlook.

This eliminates the need for manual data entry, link creation, and email sending, reducing workload and preventing human errors.

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■Notes

・Please integrate Yoom with HubSpot, Stripe, and Outlook.

・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 you have set 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 usually restricted.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

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

・Please pre-enter purchase information and contact details in the custom properties of HubSpot transactions.

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