Stripe to Salesforce Automation – Sync Payments in Real Time

Learn how to automate Stripe payments into Salesforce leads in real time using Pabbly Connect. Follow this detailed step-by-step guide for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Start Automation

To integrate Stripe with Salesforce, you will first need to access Pabbly Connect. Open your browser and visit the Pabbly website. Once there, sign in to your Pabbly account using the ‘Sign In’ option in the top right corner. If you’re a new user, you can sign up for free and start with 100 tasks monthly.

After signing in, navigate to the Pabbly Connect dashboard. This is where you can create and manage your workflows. To begin your Stripe to Salesforce integration, click on the ‘Create Workflow’ button. Select the option to create from scratch, and choose the new beta workflow builder for a modern experience.

2. Create a New Workflow in Pabbly Connect

In this step, you will create a workflow specifically for syncing payments from Stripe to Salesforce. Name your workflow as ‘Stripe to Salesforce Automation – Sync Payments in Real Time’. Next, select a folder for your workflow to keep things organized.

• Click on the ‘Create’ button to finalize your workflow creation.
• A trigger application will be required to initiate the workflow.

For this automation, select Stripe as the trigger application. The trigger event will be set to ‘New Charge’. Once selected, click on the ‘Connect’ button to establish a connection between Pabbly Connect and Stripe.

3. Connecting Stripe to Pabbly Connect

To connect Stripe with Pabbly Connect, a webhook URL will be provided. This URL acts as a bridge for communication between the two platforms. Copy the webhook URL and head over to your Stripe account.

In your Stripe dashboard, navigate to the ‘Developers’ section and select ‘Webhooks’. Click on ‘Add Endpoint’ and input the copied webhook URL. Choose the event ‘Charge Succeeded’ to trigger the workflow upon successful payments. After entering this information, click on ‘Create Destination’ to finalize the webhook setup.

4. Testing the Integration with Stripe

Now that the webhook is set up, it’s time to test the integration. Go back to your Stripe account and perform a test payment using dummy details. After completing the payment, return to Pabbly Connect to check if the webhook response is captured successfully.

Upon successful capture, you will see the payment details in your workflow. This confirms that the connection between Stripe and Pabbly Connect is functioning correctly. You can view the response details, including the email address and payment amount.

5. Creating a Lead in Salesforce

With the payment information captured, the next step is to create a lead in Salesforce using the data received from Stripe. Click on ‘Add New Action Step’ in Pabbly Connect and select Salesforce as the action application. Choose ‘Create Lead’ as the action event.

Connect your Salesforce account to Pabbly Connect by allowing the necessary permissions. After the connection is established, map the fields from the Stripe response to the corresponding Salesforce lead fields. This includes mapping the first name, last name, email, and other relevant details.

Once all necessary fields are mapped, click on ‘Save and Send Request’ to create the lead in Salesforce. You can then verify the lead creation by checking your Salesforce account for the newly created lead.

Conclusion

In this tutorial, we explored how to automate the process of syncing payments from Stripe to Salesforce using Pabbly Connect. By following the steps outlined, you can efficiently manage payments and leads in real time without manual intervention. This integration not only saves time but also enhances your business workflow.