How to Create/Update HubSpot Contact on Stripe Payment Using Pabbly Connect

Learn how to automate creating and updating HubSpot contacts from Stripe payments using Pabbly Connect. Step-by-step guide included. 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. Setting Up Pabbly Connect for Integration

To create or update HubSpot contacts on Stripe payments, we will use Pabbly Connect. Start by accessing Pabbly Connect through its official website. If you’re a new user, click on ‘Sign up for free’ to create an account. Existing users can click on ‘Sign in’ to access their dashboard.

Once logged in, you will see the dashboard where all your workflows are displayed. To create a new workflow, click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear asking for a name for your workflow. Enter ‘Create or Update HubSpot Contact on Stripe Payments’ and select the appropriate folder to save this workflow.

2. Configuring Trigger and Action in Pabbly Connect

In this step, we will set the trigger and action for our workflow using Pabbly Connect. The trigger application will be Stripe, and the action application will be HubSpot CRM. Select ‘Stripe’ as your trigger application and choose the trigger event as ‘New Charge’. This event will initiate the workflow whenever a new payment is made in Stripe.

• Select ‘Stripe’ as the trigger application.
• Choose ‘New Charge’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, go to your Stripe account. Navigate to the Developer section and click on ‘Webhooks’. Here, select ‘Add Endpoint’ to create a new webhook. Paste the copied URL and select the events you want to trigger the webhook. Make sure to choose ‘Charge Succeeded’ to capture successful payments.

3. Testing Webhook Integration with Stripe

After setting up the webhook, you need to test it to ensure that Pabbly Connect receives the data correctly. Make a test payment in Stripe using dummy details. This step is crucial because it verifies that the connection between Stripe and Pabbly Connect is established successfully.

Once you make the test payment, return to Pabbly Connect. You should see a message indicating that the webhook is waiting for a response. If the payment was successful, the details of the transaction will appear in Pabbly Connect, confirming that the integration works.

• Make a test payment using a dummy card.
• Check Pabbly Connect for the response from Stripe.
• Confirm that the payment details are captured correctly.

If everything is set up correctly, you’ll see the payment details in Pabbly Connect, which means the integration is ready for the next steps.

4. Searching HubSpot Contacts with Pabbly Connect

Now, we will configure the action step in Pabbly Connect to search for existing contacts in HubSpot. Select ‘HubSpot’ as your action application and choose ‘Search Contact’ as the action event. This step allows you to check if the customer making the payment already exists in your HubSpot CRM.

Connect your HubSpot account to Pabbly Connect by clicking on ‘Connect with HubSpot CRM’. Once connected, you need to set up the search criteria. Choose ‘Email’ as the matching property since it is unique for each customer. Set the operator to ‘Equals’ and map the email from the Stripe payment response to search for the corresponding contact in HubSpot.

Select ‘HubSpot’ as the action application. Choose ‘Search Contact’ as the action event. Map the email from the Stripe response to search in HubSpot.

After configuring the search, click on ‘Save and Send Test Request’. This action will check if the customer exists in HubSpot and return the relevant contact details, including the contact ID, which will be crucial for the next steps in the workflow.

5. Updating or Creating HubSpot Contacts

In this final step, we will use Pabbly Connect to either update an existing HubSpot contact or create a new one based on the search results. If the contact ID exists in the response, we will update the existing contact; otherwise, we will create a new contact.

To implement this, add a router step in your workflow. Set the conditions based on the existence of the contact ID. If it exists, select ‘Update Contact’ as the action event in HubSpot. If it does not exist, select ‘Create Contact’. Map the necessary fields such as first name, last name, email, and phone number from the Stripe payment response.

Add a router step to handle existing and new contacts. Map required fields for updating or creating contacts. Test the workflow to ensure it functions as intended.

After completing the setup, perform a final test by making another payment in Stripe. Check your HubSpot CRM to confirm that the contact is updated or created as expected. This process ensures that your customer data remains synchronized between Stripe and HubSpot, all managed seamlessly by Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation and updating of HubSpot contacts based on Stripe payments. By following these steps, you can ensure that your customer data is always up-to-date without manual intervention.