Add a customer to Stripe when a contact is created in Brevo

■Overview

Are you manually registering the contact information managed in Brevo with Stripe each time?
While this task is simple, it can become a burden as the number of contacts grows and may lead to human errors such as data entry mistakes.
With this workflow, customer information is automatically added to Stripe as soon as a contact is created in Brevo, eliminating the time and errors involved in manual entry and enabling smooth customer management.

■Who Is This Template For?

• Anyone using Brevo and Stripe who finds it time-consuming to manually transfer customer information between the two services
• Anyone looking to automate data transfer from marketing activities through payment processing and improve operational efficiency
• Anyone looking to prevent manual data entry errors and maintain consistent customer data

■Benefits of Using This Template

• When a contact is created in Brevo, a customer is automatically added to Stripe, reducing the time spent on manual registration tasks.
• By eliminating manual data entry, this workflow helps reduce the risk of human errors such as incorrect email addresses and missed registrations.

■Workflow Steps

1. First, connect Brevo and Stripe to Yoom.
2. Next, select Brevo as the trigger and set the action to “When a new contact is created.”
3. Finally, set Stripe’s “Create a customer” action as the operation and map the contact information retrieved by the trigger.

※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customization Options

• Configure the information to register in the Stripe customer creation action as needed. You can map information retrieved from Brevo, such as the customer’s name, email address, and phone number, to the corresponding fields in Stripe.

■Notes

• Connect both Brevo and Stripe to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Note that the shortest available trigger interval varies by plan.
• Stripe is available only on the Team and Success plans. On the Free and Mini plans, operations and Data Connects configured for workflows using Stripe will result in errors.
• Paid plans, including the Team and Success plans, come with a 2-week free trial. During the free trial, you can use apps that are otherwise subject to plan restrictions.