Learn how to automate creating contacts in GoHighLevel when a Stripe subscription is canceled using Pabbly Connect. Step-by-step tutorial included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To automate the process of creating a contact in GoHighLevel when a Stripe subscription is canceled, you need to access Pabbly Connect. Begin by navigating to the Pabbly Connect homepage at Pabbly.com/connect.
Once there, you will see options to sign in or sign up for free. If you are a new user, click on ‘Sign up for free’ to create your account. Existing users can simply sign in. After signing in, click on ‘Access Now’ under Pabbly Connect to reach the dashboard.
2. Creating a Workflow in Pabbly Connect
After accessing the dashboard of Pabbly Connect, you can create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear asking for a name for your workflow.
- Name your workflow something descriptive, like ‘Create Contact in GoHighLevel on Stripe Subscription Cancellation’.
- Select a folder to save your workflow, such as ‘Automations for Lead Management’.
Once you have named your workflow and selected a folder, click on ‘Create’. You will see two sections: Trigger and Action. Set Stripe as your trigger application and GoHighLevel as your action application.
3. Setting Up Stripe as the Trigger
In the trigger section of your Pabbly Connect workflow, select Stripe as your trigger application. Here, you will need to choose the trigger event. For this integration, select ‘Customer Subscription Deleted’ as the trigger event.
After selecting the event, you will receive a webhook URL. Copy this URL as it will be used to set up the connection in your Stripe account. To do so, log in to your Stripe account, navigate to the ‘Developers’ section, and then click on ‘Webhooks’.
- Click on ‘Add Endpoint’.
- Paste the copied webhook URL in the Endpoint URL field.
- Select the event ‘Customer Subscription Deleted’ from the available events.
Click on ‘Add Endpoint’ to save your settings. This will enable Stripe to send cancellation events to Pabbly Connect.
4. Retrieving Customer Data from Stripe
Once you have set up the webhook, it’s time to retrieve customer details from Stripe. In the action section of Pabbly Connect, select Stripe again as the action application. Choose the action event ‘Retrieve Customer by ID’.
In this step, you will map the customer ID received from the Stripe cancellation event to get the customer’s details such as their name, email, and phone number. Click on ‘Connect’ and select your existing Stripe connection.
Map the customer ID from the previous step to retrieve the correct customer details. Click on ‘Save and Send Test Request’ to fetch the customer data.
Once the test request is successful, you will have access to all necessary customer details to create a contact in GoHighLevel.
5. Creating a Contact in GoHighLevel
With the customer data retrieved, the next step is to create a contact in GoHighLevel. In the action section of Pabbly Connect, select ‘Lead Connector V2’ as your action application. Choose the action event ‘Create a Contact’.
Connect to your GoHighLevel account and map the retrieved customer details, such as first name, email, and phone number. After mapping the required fields, click on ‘Save and Send Test Request’ to create the contact.
Ensure to map all required fields accurately. Add a note indicating the subscription cancellation reason.
After successfully creating the contact, you can check your GoHighLevel account to verify that the contact has been added with the appropriate note. This ensures that you have a record of customers who have canceled their subscriptions.
Conclusion
By using Pabbly Connect, you can automate the process of creating contacts in GoHighLevel when a Stripe subscription is canceled. This integration allows you to maintain relationships with customers and ensures that you have their information for future engagement.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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