Automatically Create CRM Customers from New Stripe Payments

Learn how to automatically create CRM customers from new Stripe payments using Pabbly Connect. Follow this detailed tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Stripe Integration

To start automating the process of creating CRM customers from new Stripe payments, you need to access Pabbly Connect. Open a new tab and type the URL Pabbly.com/connect to reach the Pabbly Connect homepage.

Once on the homepage, you will see options to either sign in or sign up. If you’re a new user, click on ‘Sign up free’ to create your account and get 100 free tasks every month. Existing users can simply click ‘Sign in’ to access their dashboard.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, you can create a new workflow for automating customer creation in HubSpot from Stripe payments. Click on the ‘Create Workflow’ button, and you will be prompted to choose between creating from scratch or using AI.

• Select ‘Create from scratch’ to start your workflow.
• Choose the modern workflow builder for a better experience.

Provide a name for your workflow, such as ‘Automatically Create CRM Customers from New Stripe Payments’, and select a folder for organization. Click the ‘Create’ button to finalize your workflow setup.

3. Setting Up the Trigger for Stripe Payments

To initiate the workflow, you need to set up a trigger in Pabbly Connect. The trigger will be activated when a new payment is captured in your Stripe account. Search for and select Stripe as your trigger app.

Choose the event as ‘New Charge’ and click the connect button. You will receive a webhook URL which acts as a bridge between Stripe and Pabbly Connect. Copy this URL and navigate to your Stripe account.

• In your Stripe account, go to the ‘Developers’ section and select ‘Webhooks’.
• Add a new webhook endpoint and paste the copied URL.
• Select the event as ‘Charge.succeeded’ to capture successful payments.

After adding the webhook, return to Pabbly Connect to ensure it is waiting for the response from Stripe.

4. Mapping Data to HubSpot CRM

Once you have set up the trigger, the next step is to map the payment data to HubSpot CRM using Pabbly Connect. Click on ‘Add New Action Step’ and search for HubSpot CRM as your action app.

Select ‘Create Contact’ as your app event and click the connect button. You will need to connect your HubSpot account to allow Pabbly Connect to add contacts automatically.

Map the email address from the Stripe response to the HubSpot contact email field. Map the customer’s full name accordingly.

After completing the mapping, click ‘Save and Send Test Request’ to verify that the contact is created in your HubSpot CRM.

5. Verifying the Integration

To ensure that the integration is working correctly, you need to perform a test payment through Stripe. Make a payment and check if the data appears in Pabbly Connect. You should see the response from Stripe indicating that the contact details have been received.

Now, navigate back to your HubSpot CRM account and refresh the contacts page. You should see the newly created contact reflecting the details from your Stripe payment.

This confirms that Pabbly Connect has successfully automated the process of creating CRM customers from new Stripe payments. You can now utilize this automation for your business operations.

Conclusion

In this tutorial, we explored how to automatically create CRM customers from new Stripe payments using Pabbly Connect. This integration streamlines your workflow, saving time and reducing errors. Start using Pabbly Connect today to enhance your business automation.