Integrate Salesforce with Stripe Using Pabbly Connect: A Detailed Tutorial

Learn how to seamlessly integrate Salesforce with Stripe using Pabbly Connect. This step-by-step tutorial covers all the necessary steps for automating record creation. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Salesforce with Stripe using Pabbly Connect, start by logging into your Pabbly Connect account. If you don’t have an account yet, you can create one for free in just a few minutes. Once logged in, you will be directed to the dashboard where you can create new workflows.

Click on the ‘Create Workflow’ button and enter a name for your workflow, such as ‘Create Record in Salesforce from Stripe Payments’. This name should reflect the purpose of your integration. After naming your workflow, click on the ‘Create’ button to proceed to the next step.

2. Setting Up the Trigger for Stripe Payments

In this step, you will set up the trigger in Pabbly Connect that initiates the workflow when a new payment is made in Stripe. Select Stripe as your trigger application and choose the trigger event as ‘New Charge Succeeded’. This event will activate the workflow whenever a charge is successfully processed.

• Select ‘New Charge Succeeded’ as the trigger event.
• Copy the provided webhook URL from Pabbly Connect.
• Go to your Stripe dashboard and navigate to the ‘Developers’ section.
• Under ‘Webhooks’, add a new endpoint using the copied URL.

Once you have set up the webhook, perform a test transaction in Stripe to ensure that Pabbly Connect receives the payment details. This step confirms that the connection between Stripe and Pabbly Connect is working correctly.

3. Connecting Salesforce to Pabbly Connect

Now that you have set up Stripe as your trigger, it’s time to connect Salesforce to Pabbly Connect. Select Salesforce as the action application and choose the action event as ‘Create Record’. This action will create a new record in Salesforce whenever a payment is received through Stripe.

Click on ‘Connect’ to establish a connection with Salesforce. You will be prompted to authorize Pabbly Connect to access your Salesforce account. After granting permission, select the Salesforce object you want to create a record in, such as ‘Contact’ or ‘Lead’.

4. Mapping Data to Create a Salesforce Record

Once Salesforce is connected, you will need to map the data from the Stripe payment to the corresponding fields in Salesforce. In Pabbly Connect, click on the fields to map data such as the customer’s first name, last name, email, and other relevant details.

• Map the customer’s email address to the Email field in Salesforce.
• Map the customer’s name by splitting the full name into first and last names if necessary.
• Include additional fields like city and state as needed.

After mapping the required fields, click on ‘Save & Send Test Request’ to create a test record in Salesforce. Check Salesforce to confirm that the record has been created successfully with all the mapped details.

5. Finalizing the Integration Workflow

After successfully creating a test record in Salesforce, you can finalize your workflow in Pabbly Connect. Ensure that all mappings are correct and that the workflow is set to active. This means that every time a new payment is processed in Stripe, a corresponding record will automatically be created in Salesforce.

With this integration, you can streamline your business processes and improve efficiency. Whenever a customer makes a payment, their details will be captured and stored in your Salesforce account without any manual intervention.

Conclusion

In this tutorial, we explored how to integrate Salesforce with Stripe using Pabbly Connect. By automating the record creation process, you can save time and reduce errors. This integration allows you to manage customer data efficiently, enhancing your overall business operations.