When a contact is created in Brevo, exclude duplicates and create a customer in Stripe

■Overview

Are you manually registering new contacts acquired through marketing activities in your payment system? This process is not only time-consuming but also carries the risk of input errors and missed registrations. With this workflow, when a new contact is created in Brevo, it checks whether the customer already exists in Stripe and automatically creates a customer record if needed. Eliminate the effort and errors associated with manual data migration and streamline customer management.

■Recommended for

• Those who manually register contact information acquired through Brevo in Stripe
• Those who want to streamline data sharing between their marketing and accounting teams
• Those who want to eliminate issues such as duplicate customer records and input errors caused by manual entry

■Benefits of using this template

• Automatically register customers in Stripe when a contact is created in Brevo, reducing the time spent on manual data entry
• Automatically sync information between systems to help prevent human errors such as transcription mistakes and missed registrations

■Workflow steps

1. First, connect Brevo and Stripe to Yoom
2. Select Brevo as the trigger, set it to “When a new contact is created,” and retrieve the contact information
3. Next, select Stripe as the operation and use the “Search customer information” action to check whether an existing customer matches the information retrieved by the trigger
4. Then, set up a branch in the operation so that the workflow proceeds only when no customer information exists in Stripe
5. Finally, set up Stripe’s “Create customer” action in the operation to create a new customer based on the information retrieved from Brevo

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

■Customization options

• For Stripe’s “Search customer information” action, set the search criteria as needed based on information retrieved from Brevo, such as the email address
• For the branch, use the Stripe search results to freely set conditions that match your business needs, such as “When no customer information is found”
• For Stripe’s “Create customer” action, map the name, email address, and other information retrieved from Brevo as variables to customize the fields to register

■Notes

• Connect both Brevo and Stripe to Yoom.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Note that the shortest 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 in workflows using Stripe will result in errors.
• Paid plans such as the Team and Success plans include a two-week free trial. During the free trial, you can use apps that are otherwise restricted.
• Branching is an operation available on the Mini plan and higher. On the Free plan, operations configured in workflows using branching will result in errors.
• Paid plans such as the Mini plan include a two-week free trial. During the free trial, you can use restricted apps and features (operations).