When a deal is won in HubSpot, send a payment link via Stripe.

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■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

Sales representatives who manage deals using HubSpot and want to streamline the payment process after a deal is closed
Business owners or managers who use Stripe and want to automate the sending of payment links
IT personnel or system administrators who want to optimize business processes by integrating multiple SaaS applications
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■Benefits of using this template

Improved operational efficiency: Payment links are automatically sent after a deal is closed, eliminating the need for manual email creation and link generation.
Reduction of human error: Automation prevents mistakes such as missed or incorrect sending of payment links.
Faster customer response: Quickly sending payment links improves response speed to customers, enhancing satisfaction.

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Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

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About the Apps You Use

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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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