How to Update HubSpot Contact for Stripe Payment Using Pabbly Connect

Learn how to integrate HubSpot and Stripe using Pabbly Connect to automate contact updates upon payment. Step-by-step guide 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 start the integration process, you need to access Pabbly Connect. Visit the Pabbly Connect homepage by typing Pabbly.com/connect in your browser. Here, you will find options to sign in or sign up for a free account.

If you are a new user, click on the ‘Sign up for free’ button to create your account. Once registered, you will receive 100 free tasks every month to explore the capabilities of Pabbly Connect and test various automation processes.

2. Creating a Workflow in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect. Here, you can view existing workflows or create a new one by clicking on the ‘Create Workflow’ option. A dialog will prompt you to name your workflow.

• Name your workflow: ‘Update HubSpot Contact for Stripe Payment’.
• Select a folder to save your workflow, such as ‘Test Integrations’.
• Click on ‘Create’ to proceed.

After creation, you will see options for setting up the trigger and action. The trigger will be Stripe, and the action will be HubSpot CRM to update the contact information.

3. Configuring the Trigger with Stripe

In this step, you will configure the trigger for your workflow using Pabbly Connect. Select Stripe as your trigger application and choose the event ‘Checkout Completed’. This event will initiate the workflow whenever a payment is made.

Pabbly Connect will provide you with a webhook URL that you must copy. Next, go to your Stripe account, navigate to the ‘Developer’ section, and select ‘Webhooks’. Here, you will add a new endpoint by clicking the ‘Add Endpoint’ button.

• Paste the copied webhook URL into the ‘Endpoint URL’ field.
• Select the event ‘Checkout Session Completed’ under the Checkout section.
• Click ‘Add Events’ and then ‘Add Endpoint’ to save your settings.

Return to Pabbly Connect where it will indicate that it is waiting for a webhook response. You will need to perform a test payment to proceed.

4. Testing the Integration with a Payment

To test the integration, use the payment link you have created in Stripe. Make sure you are in test mode and open the payment link in a new tab. Fill in the required details using the same contact information from your HubSpot CRM.

After completing the payment, return to Pabbly Connect. You should see that the response has been captured successfully, indicating that the integration is working. This response contains all the necessary details of the payment.

Verify that the payment details are correct in the response. Ensure that the payment link used matches the one you set in your workflow.

Once confirmed, you can proceed to set up the next actions in your workflow.

5. Updating HubSpot Contact Information

Now that the payment has been successfully captured, you can update the HubSpot contact using Pabbly Connect. Add an action step to search for the contact in HubSpot CRM by using the email address received from the Stripe response.

Choose HubSpot CRM as the action application and select ‘Search a Contact’. Map the email field from the Stripe response to search for the corresponding contact. Once the contact is found, you will receive the contact ID.

Add another action step to ‘Update a Contact’ in HubSpot CRM. Map the contact ID and other fields like email, first name, last name, and phone number. Set the payment status to ‘Completed’ to reflect the payment in HubSpot.

Finally, save your settings and test the request. Check your HubSpot CRM to confirm that the contact information has been updated successfully.

Conclusion

This tutorial demonstrates how to use Pabbly Connect to automate the updating of HubSpot contacts based on Stripe payments. By following these steps, you can streamline your workflow and ensure accurate data in your CRM.

With Pabbly Connect, integrating these applications not only saves time but also enhances efficiency in managing your customer interactions.