Stripe Salesforce Integration Using Pabbly Connect: Add New Stripe Customers as Leads

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the Stripe Salesforce integration using Pabbly Connect, open your browser and navigate to Pabbly Connect. After signing in, you will be directed to the Pabbly Connect dashboard.

Once logged in, scroll down to find the option labeled ‘Connect’. Click on ‘Access Now’ to proceed. In the top right corner, click on the ‘Create Workflow’ button, where you can name your workflow, for example, ‘Stripe to Salesforce’.

2. Setting Up Trigger for Stripe in Pabbly Connect

In this step, you will set up the trigger for your integration. In Pabbly Connect, select ‘Stripe’ as the application and choose the trigger event as ‘New Customer’. This event will initiate the workflow whenever a new customer is created in Stripe.

Next, you’ll need to configure your Stripe account to send data to Pabbly Connect. Navigate to your Stripe account, go to ‘Developers’, and select ‘Webhooks’. Click on ‘Add Endpoint’ and paste the endpoint URL provided by Pabbly Connect. Make sure to select the event ‘Customer Created’ and click on ‘Add Endpoint’.

3. Capturing Webhook Response in Pabbly Connect

Now that you have set up the trigger, you need to capture the webhook response. In Pabbly Connect, click on ‘Capture Webhook Response’. This action will wait for a new customer to be created in Stripe.

To test this, go back to your Stripe account and create a new customer. Fill in the required details such as name, email, and company name. Once the customer is created, check Pabbly Connect to see if the data has been captured successfully.

4. Setting Up Action to Create Leads in Salesforce

After capturing the data from Stripe, the next step is to create a lead in Salesforce. In Pabbly Connect, click on the plus button to add an action step. Choose ‘Salesforce’ as the application and select ‘Create Lead’ as the action event.

You will need to connect your Salesforce account to Pabbly Connect. Click on ‘Connect with Salesforce’, then authorize Pabbly Connect to access your Salesforce account. After successful authorization, you will map the fields from the Stripe data to the Salesforce lead fields.

5. Testing the Integration Between Stripe and Salesforce

To ensure that the integration is working correctly, save your workflow and send a test request in Pabbly Connect. Check your Salesforce leads to see if the new customer from Stripe has been added successfully as a lead.

Repeat the process by creating another customer in Stripe to verify that the data flow continues to work. Each time a new customer is created in Stripe, Pabbly Connect should automatically create a corresponding lead in Salesforce.

Conclusion

This tutorial demonstrates how to integrate Stripe with Salesforce using Pabbly Connect. By following these steps, you can automate the process of adding new Stripe customers as leads in Salesforce seamlessly.