Integrate Stripe with Infusionsoft Using Pabbly Connect: A Step-by-Step Guide

Learn how to create or update Infusionsoft contacts for new Stripe customers in real-time using Pabbly Connect. This detailed tutorial provides exact steps and UI elements.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To create or update Infusionsoft contacts for new Stripe customers, the first step is to access Pabbly Connect. This integration platform allows seamless connections between various applications. Start by visiting the Pabbly website and signing in to your account.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create workflows that automate the process of transferring data from Stripe to Infusionsoft. This automation saves time and ensures accurate data handling.

2. Creating a Workflow in Pabbly Connect

Next, you need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and give your workflow a descriptive name, such as ‘Create Contact in Infusionsoft from Stripe Customers’. This naming helps you identify the workflow later.

In this workflow, you will set a trigger and an action. The trigger will be adding a new customer in Stripe, and the action will be creating or updating a contact in Infusionsoft. This setup allows you to automate the entire process efficiently.

• Click on the ‘Create Workflow’ button on the dashboard.
• Name your workflow appropriately.
• Set the trigger as ‘New Customer’ in Stripe.

After configuring the trigger, you will receive a webhook URL. This URL is essential for connecting your Stripe account to Pabbly Connect. Copy this URL as you will need it in the next step.

3. Connecting Stripe to Pabbly Connect

Now that you have the webhook URL, navigate to your Stripe dashboard. Click on the ‘Developers’ section and find the ‘Webhooks’ option. Here, you will create a new endpoint.

Click on the ‘Add Endpoint’ button and paste the webhook URL you copied from Pabbly Connect. Select the event type as ‘Customer Created’ to ensure that every new customer added in Stripe triggers the workflow. This setup is crucial for the automation to function correctly.

• Go to the ‘Webhooks’ section in Stripe.
• Click on ‘Add Endpoint’ and paste the webhook URL.
• Select ‘Customer Created’ as the event type.

After setting up the endpoint, Pabbly Connect will be ready to receive data from Stripe whenever a new customer is added. This connection is vital for ensuring that customer data flows seamlessly into Infusionsoft.

4. Creating or Updating Infusionsoft Contacts

With the Stripe connection established, it’s time to set the action in Pabbly Connect. Choose Infusionsoft as the application for the action step. The action event will be ‘Create/Update Contact’. This allows you to either create a new contact or update an existing one based on the email address.

Map the fields from Stripe to Infusionsoft, ensuring that the email, name, and any other relevant customer details are transferred correctly. This mapping is crucial for maintaining accurate records in your CRM.

Select Infusionsoft for the action step. Choose ‘Create/Update Contact’ as the action event. Map the necessary fields from Stripe to Infusionsoft.

After mapping the fields, test the workflow to ensure that when a new customer is added in Stripe, their details are accurately reflected in Infusionsoft. This testing step is essential to confirm that the integration works as intended.

5. Finalizing the Integration with Pabbly Connect

Once the testing is successful, save your workflow in Pabbly Connect. This final step ensures that the automation is live and operational. You can now enjoy the benefits of real-time updates between Stripe and Infusionsoft without manual intervention.

Additionally, Pabbly Connect offers a free account that allows you to run up to 100 tasks per month. This feature makes it accessible for small businesses looking to automate their processes without incurring additional costs.

Save your workflow to activate the integration. Utilize the free account for up to 100 tasks monthly. Enjoy seamless real-time updates between Stripe and Infusionsoft.

In conclusion, integrating Stripe with Infusionsoft through Pabbly Connect streamlines your customer management process, improves efficiency, and enhances customer relationships. By following these steps, you can automate the creation and updating of contacts in real-time, ensuring that your CRM always has the latest customer information.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.