topic Automating Deal Revenue from Stripe, connecting to company in Tips, Tricks & Best Practices

Automating Deal Revenue from Stripe, connecting to company

CJackson15 — Thu, 31 Mar 2022 20:18:55 GMT

Hey all -

I have Zapier connecting Stripe to Hubspot to pull in revenue amount.

Currently, the zap is set to create a new deal with the revenue included.

However, there is no way I can find to automatically associate the deal with either contact or company.

Is there another way to accomplish this?

An alternative option that I am considering: I could create custom Contact properties for the revenue fields pulling from Stripe, pull through Zapier to the contact and then using a workflow, create an associated deal based on the contact properties.

Interested on ideas/feedback if anyone has something.

Thanks

Re: Automating Deal Revenue from Stripe, connecting to company

PamCotton — Fri, 01 Apr 2022 19:28:29 GMT

Hello @CJackson15, happy Friday!

I wanted to share some updated documentation around Stripe and HubSpot.

I would like to add our top experts to this matter @impulsekring @Anonymous any recommendations for the @CJackson15 matter?

Thank you,

Pam

Re: Automating Deal Revenue from Stripe, connecting to company

vc16 — Wed, 04 May 2022 21:13:22 GMT

any updates on this?

Re: Automating Deal Revenue from Stripe, connecting to company

CJackson15 — Thu, 12 May 2022 00:37:40 GMT

So I ended up doing what I sort of hinted at the end.

I created a Zap that puts the $ amount for the sale in a custom Contact level property I created (called Sale Amount).
I created a workflow that triggers on "Sale Amount Known"
The workflow creates a deal connected to the purchaser contact, and the Deal Amount is copied from the contact property Sale Amount

Re: Automating Deal Revenue from Stripe, connecting to company

vc16 — Sat, 14 May 2022 04:36:09 GMT

Thanks @CJackson15 does the stripe amount come in weird (like it does with a export file for example it shows 395,00 when it is $395.00

Re: Automating Deal Revenue from Stripe, connecting to company

CJackson15 — Sat, 14 May 2022 15:02:07 GMT

Nope, it comes in without an issue for me. I did create a new Number property and set the format to "Currency"