Do you want to know, how you can easily add every newly created Stripe customer to Salesforce leads automatically without having any coding skills?
If yes then continue following the step by step procedure given in this blog. As we are going to integrate Stripe and Salesforce using Pabbly Connect. This is the simplest way out there on the internet and you’ll end up automating your tasks within a minute interval.
But first, let’s understand a little bit about the software that are involved here. Stripe is a payment processing interface that facilitates its services such as invoicing, issuing virtual/physical cards, financing, managing business spend etc for varied business sizes.
On the other hand, Salesforce is a CRM software that helps businesses to increase profit by managing and building strategies using the generated reports.
Why Choose This Method Of Integration?
In contrast with other integration services-
- Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer and more
- Create “Unlimited Workflows” and smoothly define multiple tasks for each action
- As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
- Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
- Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE
We are using Pabbly Connect for automating our task because it saves your time in repetitive tasks. This software is too easy-to-use that you can easily share data from any number of services in real-time.
Moreover, you can access all the premium Pabbly Connect features such as instant triggers, multi-step calls & premium apps for unlimited workflows without any restriction even in the free plan.
Now without a further ado, let’s follow the step by step procedure to integrate Stripe and Salesforce.
Step 1: Sign up to Pabbly Connect
First, go to Pabbly Connect website & click on the ‘Sign-Up Free‘ button. On the registration page that opens next either use any existing Google account or manually fill the registration form to signup.
Step 2: Access Pabbly Connect
After logging in successfully, strike the ‘Access Now’ button of the software ‘Connect’ in the Pabbly application.
Step 3: Workflow for Stripe with Salesforce Integration
(a) Start with a New Workflow
Start with creating a workflow to auto-create Salesforce leads on every new customer entry on Stripe & to do this push the ‘Create Workflow’ button first.
(b) Name the Workflow
Now, name the workflow as per your need (for instance: Stripe to Salesforce etc) and push the ‘Create’ button available here.
Step 4: Setting Trigger for Stripe to Salesforce Integration
To automatically add newly added Stripe customers as Salesforce leads, you’ll need to set-up a trigger on the new Stripe customers and its respective action to add a lead on Salesforce using Pabbly Connect.
(a) Select Application you want to integrate
When you push the create button to generate the workflow, a trigger window will open next.
You’ll need to select the ‘Stripe’ option from the ‘Choose App’ field drop-down options.
(b) Select Method & Copy Webhook URL
Select the method in here to be ‘New Customer’ & then click on the ‘Copy’ button that is present right next to the Webhook URL link.
Step 5: Connecting Stripe to Pabbly Connect
Sign-in your Stripe account and go to the ‘Developers’ option in the verticle menu available.
(a) Go to Your Stripe Account & Add an Endpoint
When you click on the ‘Developers’ option in the left verticle menu, a secondary menu will open up. Hit the ‘Webhook’ option from this menu.
Lastly, click the ‘Add endpoint’ button.
(b) Paste Webhook URL & Select Event
A window will pop-up, paste the copied Webhook URL from Pabbly Connect here and also select the event as ‘customer.created’.
(c) Click on Add Endpoint
Hit the ‘Add endpoint’ button to create an endpoint.
Step 6: Test the Trigger Response in Pabbly Connect Dashboard
As we can see we are done setting up the trigger to gather the data of a newly added Stripe customer. So, let’s just test the trigger by making a test order on Stripe.
(a) Capture Webhook Response
To test a trigger, hit the ‘Capture Webhook Response’ button on the Pabbly Connect trigger window.
(b) Add New Customer
Go to your Stripe account and strike the ‘Customers’ option from the left verticle menu.
Next, click the ‘+ New’ button available on the top right.
(c) Add Account Information
A window will open up for filling up the customer’s details. Add all the required account information in it.
Here, I’m filling in the company name in the ‘Description’ field as there is no other options for mentioning a company name which is further required for filling in the Salesforce lead’s company details.
(d) Add Billing Details
Add the billing details as per the country chosen.
(e) Click on Add Customer
Lastly, mention the phone number & select the country, language, currency etc.
And hit the ‘Add Customer’ button once you are done with the customer description.
(f) Trigger Response
Check the trigger response, you can sell all the customer data in it.
Step 7: Setting Action for Stripe to Salesforce Integration
Up to this point, we’ve gathered all the necessary data from Stripe to add a lead on Salesforce. So, let’s proceed to the very last step of setting and action on Stripe to create a lead on Salesforce.
(a) Select Application you want to integrate
First, click the plus button next to your trigger window.
And then select the ‘Salesforce’ app to integrate from the ‘Choose App’ field.
Select the method in here as ‘Create Lead’ and then click the ‘Connect with Salesforce’ button.
(b) Connect with Salesforce
In the next window that slides in from the right, click the ‘Connect with Salesforce’ button and complete the authentication by allowing your Salesforce account with Pabbly Connect.
(c) Map Fields
Map the last name.
To map a value, place your cursor in the field. Then, click the menu button (three horizontal lines) next to that particular field. Lastly, click-select the value that you want to map with the respective field.
(k) Send Test Request for the Salesforce Action
Also, map the GitHub issue body with the card description field.
Hit the ‘Save & Send Test Request’ button once you are done.
Step 8: Check the Action’s Response
Check the action response for the card entry on Salesforce for the Stripe customer.
(a) Check the Action API’s Response
You can check the response of your API in the action window. If everything is good, the response will show the success status as 1. On the other hand, if there is some error then the response will show the error details.
(b) Check the Lead Entry on Salesforce
Also, you can check the entry of a new lead on your connected Salesforce account.
Step 9: Save the Workflow
Lastly, save the gathered API response and Webhook manually for the smooth working more further.
(a) Save the Salesforce Action API’s Response
Save the action API’s response by hitting the ‘Save’ button at the bottom of the action API’s response.
(b) Save the Workflow
As we can see the workflow is working as expected. So, simply save the webhook by clicking the save button in the trigger window.
Well, this is all about ‘How to add every new Stripe customer to Salesforce as leads’. Consequently, after completing the step by step procedure, you will end up adding Salesforce leads from new Stripe customers automatically.
Now, try Pabbly Connect for FREE for all its premium features.
For any further queries/suggestions, do comment below.