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

Learn how to automate the creation and updating of HubSpot contacts with Stripe payments using Pabbly Connect in this detailed tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Overview of Pabbly Connect for HubSpot and Stripe Integration

Pabbly Connect is a powerful integration platform that allows you to automate tasks between different applications without coding. In this tutorial, we will explore how to create or update HubSpot contacts based on Stripe payments. using Pabbly Connect

To start, navigate to the Pabbly Connect homepage by entering the URL. If you are a new user, click on ‘Sign Up for Free’ to create an account. Once signed in, you will be taken to the dashboard where you can manage your workflows.

2. Creating a Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to name your workflow, so enter ‘Create or Update HubSpot Contact on Stripe Payment’ and select the appropriate folder to save it. using Pabbly Connect

• Click on ‘Create’ to finalize the workflow setup.
• You will see two windows open: one for the trigger and one for the action.
• Select ‘Stripe’ as your trigger application and ‘HubSpot’ as your action application.

This setup enables Pabbly Connect to listen for new payments in Stripe and subsequently manage contacts in HubSpot.

3. Setting Up the Trigger for Stripe Payments

To set up the trigger in Pabbly Connect, select ‘Stripe’ as the application and choose the trigger event as ‘New Charge’. This event will activate the workflow whenever a new payment is made in Stripe. using Pabbly Connect

After selecting the trigger event, you will receive a webhook URL from Pabbly Connect. Copy this URL and navigate to your Stripe account. Under the Developer section, select ‘Webhooks’ and click on ‘Add Endpoint’. Paste the copied URL and select the event ‘Charge Succeeded’ to ensure the workflow triggers correctly.

4. Configuring HubSpot Action in Pabbly Connect

After setting the trigger, the next step is to configure the action in Pabbly Connect. Select ‘HubSpot’ as the action application and choose ‘Search Contact’ as the action event. This will allow Pabbly Connect to check if the customer making the payment already exists in HubSpot. using Pabbly Connect

Connect your HubSpot account to Pabbly Connect and set the matching property to ‘Email’. This ensures that you are searching for the correct contact based on the unique email address provided during the Stripe payment. Map the email from the Stripe response to search for existing contacts in HubSpot.

• If the contact exists, you will proceed to update their information.
• If not, you will create a new contact in HubSpot.

This dual functionality is what makes Pabbly Connect an essential tool for automating your workflow.

5. Using Router for Conditional Actions

In this step, you will utilize the router feature in Pabbly Connect to handle both existing and new contacts based on the Stripe payment response. Click on ‘Add Action Step’ and select ‘Router’. This will allow you to set conditions for your workflow. using Pabbly Connect

Create two routes: one for existing contacts and one for new contacts. For the existing contact route, set the condition to check if the contact ID exists. If true, you will update the contact details in HubSpot. If false, the workflow will follow the new contact route.

For the new contact route, select ‘Create Contact’ in HubSpot. Map the necessary fields such as first name, last name, email, and phone number from the Stripe response. This ensures that every payment made translates into a new contact in HubSpot, effectively utilizing Pabbly Connect’s automation capabilities.

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 the steps outlined, you can easily set up this integration to enhance your workflow efficiency.