How to Create or Update HubSpot Contacts from New Customers on Stripe Using Pabbly Connect

Learn to automate the creation and updating of HubSpot contacts from new customers on Stripe using Pabbly Connect. Step-by-step tutorial included. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for HubSpot and Stripe Integration

To start the integration process, you need to use Pabbly Connect. This platform allows you to connect various applications seamlessly. First, log in to your Pabbly Connect account and navigate to the dashboard.

Once on the dashboard, click on the big blue button labeled ‘Create Workflow’. You will then be prompted to name your workflow. For this integration, name it something descriptive like ‘Create HubSpot Contacts from New Customers on Stripe’. After naming, click on the ‘Create’ button to proceed.

2. Choosing the Trigger Application: Stripe

Next, you need to set up the trigger application in Pabbly Connect. The trigger will be Stripe, which means that any new customer created in Stripe will initiate the workflow. Select Stripe as your trigger application.

• Choose ‘New Customer’ as the trigger event.
• Pabbly Connect will generate a webhook URL for you.
• Copy this webhook URL to connect it with your Stripe account.

After copying the URL, navigate to your Stripe dashboard and go to the webhooks settings. Here, you will add a new endpoint using the copied URL. Select the event ‘Customer Created’ to ensure that every time a customer is added in Stripe, it triggers the Pabbly Connect workflow.

3. Setting Up the Action Application: HubSpot

Now that you have set up the trigger, it’s time to configure the action application in Pabbly Connect. Select HubSpot as your action application. The action will be to create or update a contact in HubSpot whenever a new customer is added in Stripe.

You will need to connect your HubSpot account to Pabbly Connect. Click on ‘Connect your application’ and authorize Pabbly Connect to access your HubSpot account. Ensure that you select the correct HubSpot account if you have multiple accounts linked.

• Fill in the required fields like first name, last name, email, and phone number.
• Map the fields from the Stripe data to the corresponding HubSpot fields.
• Save and test the request to ensure data is being sent correctly.

After saving, you should see a confirmation that the contact has been created successfully in HubSpot.

4. Splitting Name Details for HubSpot

When creating a contact in HubSpot, it’s important to split the full name into first and last names. This can be achieved using the Text Formatter feature in Pabbly Connect. Select the Text Formatter as your next action step.

In the Text Formatter settings, choose the option to split text. Use a space as the separator for the full name obtained from Stripe. This will allow you to extract the first and last names separately. Save this step to continue with the workflow.

Once the name is split, you can map the first and last names to the corresponding fields in HubSpot when creating the contact. This ensures that all required information is accurately recorded in your HubSpot CRM.

5. Finalizing the Integration and Testing

After mapping all necessary fields, finalize the integration by saving the workflow in Pabbly Connect. Perform a test by adding a new customer in Stripe to see if the data flows correctly to HubSpot.

If everything is set up correctly, you should receive a confirmation response indicating that the contact has been created in HubSpot. Check your HubSpot account to verify that the new contact appears with the correct details.

This integration not only saves time but also ensures that your customer data is consistent across platforms, showcasing the power of Pabbly Connect in automating workflows effectively.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to create or update HubSpot contacts from new customers on Stripe. By following these steps, you can automate your workflow efficiently and ensure your customer data remains synchronized across both platforms.