How to Tag Existing Contacts in Infusionsoft for New Stripe Charges Using Pabbly Connect

Learn how to efficiently tag existing contacts in Infusionsoft for new Stripe charges using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. 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. Access Pabbly Connect for Integration

To begin tagging existing contacts in Infusionsoft for new Stripe charges, you first need to access Pabbly Connect. This platform serves as the integration hub that connects various applications, enabling seamless workflows.

Once you are on the Pabbly Connect dashboard, you can initiate the integration process. Make sure to log in to your account and navigate to the ‘Create Workflow’ section to start setting up your automation.

2. Set Up Stripe and Infusionsoft Integration

In this step, you will configure the integration between Stripe and Infusionsoft using Pabbly Connect. Start by selecting Stripe as your trigger application. This action will initiate the workflow whenever a new charge is created.

• Choose ‘New Charge’ as the trigger event in Stripe.
• Connect your Stripe account by providing the necessary API keys.
• Test the connection to ensure everything is set up correctly.

After successfully connecting Stripe, the next step is to select Infusionsoft as the action application. This is where you will specify the tagging of existing contacts based on the new charges received.

3. Adding Tags to Existing Contacts in Infusionsoft

Now that you have set up both applications, you will configure how Pabbly Connect will add tags to existing contacts in Infusionsoft. Choose the action event as ‘Add Tag to Contact’.

• Select the Infusionsoft account where you want to tag the contacts.
• Map the fields from Stripe to Infusionsoft, ensuring you select the correct contact based on the email address.
• Specify the tag you want to assign to the contact.

Once you have mapped the fields correctly, perform a test to verify that the tagging process works as intended. This ensures that every new charge in Stripe will automatically tag the corresponding contact in Infusionsoft.

4. Test the Integration Workflow

After setting up the tagging mechanism, it’s crucial to test the entire workflow using Pabbly Connect. This will confirm that everything operates smoothly from Stripe to Infusionsoft.

Initiate a test charge in Stripe and check if the corresponding contact in Infusionsoft receives the appropriate tag. Review the logs in Pabbly Connect to ensure that the integration captured the event accurately.

If the test is successful, you can finalize the workflow and set it to active. This will allow the automation to run in real-time, tagging contacts whenever new charges occur.

5. Activate Your Pabbly Connect Workflow

Once testing is complete, the final step is to activate your workflow on Pabbly Connect. This ensures that your integration runs continuously without manual intervention.

Go to the dashboard, find your workflow, and toggle the activation switch. With this, your integration between Stripe and Infusionsoft is live, and all new charges will automatically tag existing contacts.

Make sure to monitor the performance of your workflow periodically to ensure it operates as expected. Adjust settings as necessary to refine the automation process.

Conclusion

Using Pabbly Connect, you can efficiently tag existing contacts in Infusionsoft for new Stripe charges. This automation streamlines your workflow, ensuring that all relevant contacts are updated in real-time.