How to Create Stripe Customers from HubSpot CRM Form Submissions Using Pabbly Connect

Learn how to automate the creation of Stripe customers from HubSpot CRM form submissions using Pabbly Connect in this detailed tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating HubSpot CRM with Stripe, you need to access Pabbly Connect. This platform serves as the central hub for automation, allowing you to connect various applications seamlessly.

Start by signing up for Pabbly Connect if you haven’t already. After signing in, navigate to the dashboard, where you can create a new workflow. Click on the ‘Create Workflow’ button, give your workflow a suitable name, and click on the ‘Create’ button to proceed.

2. Setting Up the Trigger in HubSpot CRM

In this step, we will set up the trigger that will initiate the workflow whenever a form submission occurs in HubSpot CRM. Select HubSpot as the trigger application in Pabbly Connect.

• Choose ‘New Form Submission’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.
• In HubSpot, go to the ‘Automations’ tab and select ‘Workflows’.
• Create a new workflow and set the trigger to form submissions.
• Paste the webhook URL into the action of sending a webhook in HubSpot.

Once the trigger is set up, you can save and publish the workflow. This will ensure that whenever a form is submitted, it will automatically send the data to Pabbly Connect.

3. Testing the Integration with a Form Submission

With the trigger set, it’s time to test the integration. Go to the form you created in HubSpot and fill it out to simulate a submission. After submitting the form, return to Pabbly Connect and check if the data has been captured successfully.

You should see the captured data in the response section of Pabbly Connect. This includes the first name, last name, email address, and phone number. Ensure that all relevant fields are populated correctly before proceeding to the next step.

4. Creating a Customer in Stripe

Now that we have successfully captured the form submission data, we will create a customer in Stripe using this information. In Pabbly Connect, select Stripe as the action application.

• Choose ‘Create Customer’ as the action event.
• Connect your Stripe account by providing the secret key from your Stripe dashboard.
• Map the fields from the HubSpot form submission to the corresponding fields in Stripe.
• Click ‘Save and Send Test Request’ to create the customer in Stripe.

If everything is set up correctly, you will see a new customer ID generated in Pabbly Connect, confirming that the customer has been successfully created in Stripe.

5. Conclusion

By following these steps, you can automate the creation of Stripe customers from HubSpot CRM form submissions using Pabbly Connect. This integration saves time and reduces manual effort, allowing you to focus on other crucial aspects of your business.

Implementing this automated workflow ensures that every form submission is captured and processed in real-time, enhancing your operational efficiency.