topic Re: Stripe Hubspot Deal Creation in Sales Integrations

Stripe Hubspot Deal Creation

dmattauch — Thu, 02 Sep 2021 10:47:21 GMT

Hi,

I've done an integration through zapier that when a payment is made, a deal is created an moved to closed won and associate with a contact.

But the deal doesn't associate with the company that's associated with the contact.

And in zapier i can only associate with contact OR company.

Is there any way when a deal is associated with a contact to automatically associate it with the company(that's associated to the contact) ?

Many thanks,

David

Re: Stripe Hubspot Deal Creation

sharonlicari — Fri, 03 Sep 2021 09:32:00 GMT

Hey @dmattauch

Thank you for reaching out!

I'll invite to this conversation a few experts who are using Zapier and might share some ideas.

Hey @HubDoPete @danmoyle what would you recommend in this case?

Thanks

Sharon

Re: Stripe Hubspot Deal Creation

dmattauch — Fri, 03 Sep 2021 12:20:03 GMT

thanks @sharonlicari

Re: Stripe Hubspot Deal Creation

danmoyle — Fri, 03 Sep 2021 13:00:38 GMT

Hi @dmattauch! I would suggest ensuring that in your HubSpot settings, you have "Create and associate companies with contacts" turned on.

Once that's on, HubSpot should do exactly what you're looking for it to do. Associating a Contact and Company happens automatically and that should extend to the Deals object as well.

A couple of additional resources for you:

Hope that helps!

Re: Stripe Hubspot Deal Creation

dmattauch — Fri, 03 Sep 2021 14:30:58 GMT

Hey @danmoyle ,

It is turned on, but when creating a deal with stripe/zapier, it only associate with the contact and not the company.

Re: Stripe Hubspot Deal Creation

danmoyle — Fri, 03 Sep 2021 18:48:57 GMT

@dmattauch a couple of questions for you: Are you not able to use Zapier because of a Zapier cost limit? Or because it's not possible? Also, what level of HubSpot are you using for your Hubs? I'm going to keep looking for help for you.

Thanks!

Re: Stripe Hubspot Deal Creation

impulsekring — Fri, 03 Sep 2021 19:21:22 GMT

I second Dan's questions, and also want to point out that there is an ability to set multiple associations with Zapier's "Create Associations in HubSpot" action. First you select how many associations you need to make, then specifiy the details for each one. In this screenshot, I have two associations being made: #1 = deal to company, #2 = deal to contact.

Re: Stripe Hubspot Deal Creation

dmattauch — Tue, 07 Sep 2021 08:50:46 GMT

Hey thanks Dan, i solved it. It was. just an issue with zapier

Re: Stripe Hubspot Deal Creation

JonathanS — Tue, 24 May 2022 23:44:24 GMT

Hey @dmattauch!

A8 labs has just released a Stripe to HubSpot integration that, Zaybra, automatically creates deals in HubSpot that represent Stripe subscriptions. These deals hold information such as MRR, billing cycle, billing start date, and even automatically associates with to the HubSpot Contact.

Zaybra also allows you to create Stripe payment links, securely collect payment information, modify subscriptions, sync your customers and products, and view invoices natively within the HubSpot platform (Plus much more).

You can learn more here or by sending me a message.

Thanks,

-Jonathan