Create a lead in Hunter when a new customer matching specific criteria is added to Stripe
Create a lead in Hunter when a new customer matching specific criteria is added to Stripe
Launch this workflow to connect
Stripe &
Hunter.io
!
■Overview
While gaining a new customer through Stripe is exciting, manually registering their information in sales tools like Hunter can be time-consuming. Delayed follow-up and data entry errors can lead to missed business opportunities. With this workflow, you can automatically create lead information in Hunter whenever a new Stripe customer who meets specific conditions is added. Eliminate manual work and streamline your sales outreach with fast, accurate lead management.
■Who Should Use This Template
- Those who use Stripe and Hunter regularly and manually transfer data between them
- Those who want to use new customer information from Stripe to automate and accelerate sales outreach
- Teams looking to streamline the process from payment information to lead generation and maximize sales opportunities
■Benefits of Using This Template
- Automatically create a lead in Hunter when a new customer is added to Stripe, reducing the time spent manually transferring information
- Prevent human errors such as incorrect data entry and missed transfers, enabling fast sales outreach based on customer information
■Flowbot Steps
- First, connect Stripe and Hunter to Yoom
- Next, select Stripe as the trigger and set the “When a new customer is created” action
- Next, use the branching feature in an operation to continue with subsequent steps only when specific conditions are met
- Next, set the AI feature’s “Extract data from text” action to extract the information required to register the customer in Hunter from Stripe customer data
- Finally, select Hunter in an operation and set the “Create Lead” action to create a lead using the extracted information
※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization Options
- Set the conditions for customers to include in the automation using the branching feature. For example, you can target only customers whose description contains specific words or phrases.
- For the action that creates a lead in Hunter, freely choose which information retrieved from Stripe to register, such as the customer’s name, email address, and company name.
■Notes
- Connect both Stripe and Hunter 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, while the branching feature is available on the Mini plan and above. On the Free and Mini plans, operations and Data Connects in configured Flowbots that use restricted apps or features will result in errors.
- Paid plans include a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.
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About the Apps
Templates using
Stripe
This is a flow to add a payment to Google Sheets when a payment is made via Stripe. By implementing this flow, you can facilitate information sharing and subsequent processing, as well as prevent transcription errors of amounts and customer information.
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Hunter.io
Templates using
Hunter.io
When a message containing specified text is sent in Slack, create a lead in Hunter and send a notification via Gmail
Extract lead details from a specified Slack message with AI, add them to Hunter, and share the results via Gmail. Reduce manual data entry, prevent delays and input errors, and capture leads reliably.
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.
see detailsTemplates
This is a flow to add a payment to Google Sheets when a payment is made via Stripe. By implementing this flow, you can facilitate information sharing and subsequent processing, as well as prevent transcription errors of amounts and customer information.
Add to Google Spreadsheet when payment is made through Stripe
This is a flow to add a payment to Google Sheets when a payment is made via Stripe. By implementing this flow, you can facilitate smooth information sharing and subsequent processing, as well as prevent transcription errors in amounts and customer information.
Add to Microsoft Excel when payment is made with Stripe
This is a flow for creating payment links from Airtable for Stripe and sending them via Gmail. It eliminates the need for manual work in Stripe, allowing for a reduction in working hours. Additionally, it enables quick verification of payment links.
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Similar apps
Hunter.io
Hunter is a service that allows you to obtain publicly available contact information on the web associated with a specified company's domain. By integrating Yoom with Hunter, you can automatically obtain contact information for any company and automate the creation of sales lists and more.
see detailsTemplates
When a message containing specified text is sent in Slack, create a lead in Hunter and send a notification via Gmail
Extract lead details from a specified Slack message with AI, add them to Hunter, and share the results via Gmail. Reduce manual data entry, prevent delays and input errors, and capture leads reliably.
When a message containing specified text is sent in Slack, create a lead in Hunter and send a notification via Gmail
No-Code API Actions
Executable API actions
Flowbot triggers
When a New Customer Is Created
When a Customer Subscribes to a New Subscription Plan
When Subscription Details Are Updated
When a Subscription Ends
When the New Subscription Period Starts
When a Deposit Is Made
When a New Payment Is Created
When a New Payment Method Is Associated with a Customer
When a Payment Method Is Detached from a Customer
When a Customer's Payment Method Is Updated
When an Invoice Is Created
When a Payment Fails
When a Payment Is Successfully Completed
When a Refund Process Is Started
When the Checkout Session Is Successfully Completed
When a Product Is Created
When a Product Is Updated
When a Dispute Is Created
Flowbot operations
List Customers
Retrieve Customer Details
Retrieve Invoice
Create Customer
Create Subscription
Cancel Subscription
Create Product
Add a Price to a Product
Create Payment Link
Retrieve Subscription Details
Retrieve Payment Details
Retrieve Balance Transaction Details
List Payouts
List Balance Transactions for a Payout
Retrieve a Charge
Update Customer
Retrieve Product
Retrieve Price
Flowbot triggers
When a New Customer Is CreatedWhen a Customer Subscribes to a New Subscription PlanWhen Subscription Details Are UpdatedWhen a Subscription EndsWhen the New Subscription Period StartsWhen a Deposit Is MadeWhen a New Payment Is CreatedWhen a New Payment Method Is Associated with a CustomerWhen a Payment Method Is Detached from a CustomerWhen a Customer's Payment Method Is UpdatedWhen an Invoice Is CreatedWhen a Payment FailsWhen a Payment Is Successfully CompletedWhen a Refund Process Is StartedWhen the Checkout Session Is Successfully CompletedWhen a Product Is CreatedWhen a Product Is UpdatedWhen a Dispute Is Created
Flowbot operations
List CustomersRetrieve Customer DetailsRetrieve InvoiceCreate CustomerCreate SubscriptionCancel SubscriptionCreate ProductAdd a Price to a ProductCreate Payment LinkRetrieve Subscription DetailsRetrieve Payment DetailsRetrieve Balance Transaction DetailsList PayoutsList Balance Transactions for a PayoutRetrieve a ChargeUpdate CustomerRetrieve ProductRetrieve PriceList ProductsSearch Products (by Name)Search Prices (Exact Match by Product ID)Search CustomersCreate InvoiceCreate PriceList Billing Meter Event SummariesUpdate ProductUpdate PriceCreate Invoice ItemCreate Checkout Session (One-time Payment)Search InvoicesRetrieve Balance
Flowbot triggers
Created Lead
Flowbot operations
Search Emails from DomainCreate LeadUpdate LeadSearch LeadsEmail VerifierMore inspiration for you
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