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

Watch Step By Step Video Tutorial Below

1. Overview of Pabbly Connect for Stripe and ActiveTrail Integration

To integrate Stripe with ActiveTrail, you will use Pabbly Connect. This platform allows you to automate workflows between applications. First, log into your Pabbly Connect account to get started with the integration.

Once logged in, you can create a new workflow. This workflow will handle the creation and updating of contacts in ActiveTrail whenever a new customer is added in Stripe. The seamless interaction between these applications is powered by Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Stripe to ActiveTrail Integration’. This naming helps you identify the workflow easily later on.

Next, you will select Stripe as the trigger application. Choose the event as ‘New Customer’ to initiate the workflow whenever a new customer signs up on Stripe. This setup is crucial for ensuring that your workflow runs correctly.

3. Configuring the Stripe Trigger in Pabbly Connect

After selecting Stripe, you need to connect your Stripe account to Pabbly Connect. Follow the prompts to authenticate your Stripe account. This step is essential for Pabbly Connect to access your Stripe data.

Once connected, test the trigger to ensure it captures the latest customer data. This test will confirm that Pabbly Connect is properly set up to receive information from Stripe.

4. Adding ActiveTrail as the Action in Pabbly Connect

After successfully setting up the Stripe trigger, it’s time to add ActiveTrail as the action application. In Pabbly Connect, select ActiveTrail and choose the action event as ‘Create or Update Contact’. This event will allow you to manage customer information seamlessly.

Next, map the fields from Stripe to ActiveTrail. For example, map the customer’s email and name from Stripe to the corresponding fields in ActiveTrail. This mapping ensures that all relevant information is transferred correctly, which is a critical function of Pabbly Connect.

5. Testing and Activating Your Pabbly Connect Workflow

After mapping the fields, it’s important to test the workflow. Click on the ‘Test Action’ button in Pabbly Connect to ensure that the data is being sent correctly to ActiveTrail. This step is vital for confirming that your integration works as intended.

If the test is successful, activate your workflow. This activation allows Pabbly Connect to run the integration automatically every time a new customer is added to Stripe. You will now have an automated system for managing new customer contacts in ActiveTrail.

Conclusion

Integrating Stripe with ActiveTrail using Pabbly Connect allows for efficient management of new customer contacts. By following these steps, you can automate your workflow and ensure all customer data is updated seamlessly.