How to Add Stripe Customers in Keap as Contacts Automatically Using Pabbly Connect

Learn how to integrate Stripe with Keap to automatically add customers as contacts using Pabbly Connect. Step-by-step tutorial included. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To add Stripe customers in Keap as contacts automatically, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect website, where you can either sign in or sign up for a free account. This platform allows you to create workflows without any coding skills.

After signing in, you will be directed to the Pabbly Connect dashboard. Here, you can click on the ‘Create Workflow’ button to begin setting up your integration. This is where the automation process starts, allowing you to connect Stripe with Keap seamlessly.

2. Creating a New Workflow in Pabbly Connect

Once you’re in the dashboard, you need to create a new workflow in Pabbly Connect. Name your workflow something descriptive, like ‘Add Stripe Customers in Keap as Contacts Automatically’. This helps in identifying the workflow later on.

Next, you will need to set up the trigger and action for your workflow. The trigger will be an event in Stripe, which you will define. Follow these steps to set it up:

• Click on ‘Create Workflow’ and name it.
• Select Stripe as the trigger application.
• Choose ‘New Charge’ as the trigger event.

After selecting the trigger, you will receive a webhook URL from Pabbly Connect. This URL will be used to connect your Stripe account with the Pabbly Connect workflow.

3. Setting Up the Stripe Webhook

To connect Stripe to Pabbly Connect, you need to set up a webhook in your Stripe account. Log into Stripe and navigate to the Developers section, then select Webhooks. Here, you will add a new endpoint using the webhook URL provided by Pabbly Connect.

To add the webhook, follow these steps:

• Click on ‘Add Endpoint’ in Stripe.
• Paste the copied webhook URL into the endpoint URL field.
• Select the event ‘Charge Succeeded’ to listen to.

After saving this, your Stripe account will send charge events to Pabbly Connect, allowing you to automate the process of adding contacts in Keap.

4. Mapping Stripe Data to Keap

With the webhook set up, it’s time to map the data from Stripe to Keap using Pabbly Connect. The next step is to select Keap as the action application in your workflow. Choose the action event as ‘Create or Update Contact’ to ensure that new customers from Stripe are added to Keap.

In this step, you will need to connect your Keap account to Pabbly Connect. Once connected, you will map the fields from the Stripe charge data to the corresponding fields in Keap. For example, map the email address, full name, and any other relevant data. Here’s how to do that:

Select the fields from the Stripe response to map to Keap. Ensure to map the email and name correctly for accurate contact creation. Test the integration by sending a test charge to Stripe.

Once you complete the mapping, you can test the workflow to ensure everything is functioning correctly. This step is crucial to verify that your contacts are being added to Keap as intended.

5. Testing and Verifying Your Integration

After setting up the mapping, it’s essential to test the integration between Stripe and Keap through Pabbly Connect. Perform a test transaction in Stripe to see if a new contact is successfully created in Keap. This step confirms that your automation is working as expected.

To test the integration, follow these steps:

Complete a test payment in Stripe using a test card. Check your Keap account to see if the contact was created. If successful, your workflow is complete!

With this, you have successfully set up your integration using Pabbly Connect. This process ensures that every time a customer makes a payment through Stripe, their information is automatically added to your Keap contacts, streamlining your customer relationship management.

Conclusion

In conclusion, using Pabbly Connect to automate the addition of Stripe customers to Keap as contacts significantly enhances your business operations. This integration allows for efficient customer management and improved follow-up capabilities, ensuring your database remains current and accurate.