HubSpot Marketing

WhaleHouseNL
参加者

Create List for Customers with certain transactions

Warning I'm very new to Hubspot.

Is there a way to make a list of contacts who have had more than 3 transactions in a year?

 

I've connected my payment processor (stripe) to HubSpot, so I'm hoping it'll notice all the payments and the like.

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jolle
名誉エキスパート | Solutions Partner
名誉エキスパート | Solutions Partner

Create List for Customers with certain transactions

Thanks for the mention, @Jnix284!

 

@WhaleHouseNL I haven't personally set up the Stripe integration before, but it sounds like custom property mapping could help help solve this (it does require Operations Hub Starter). 

 

I'm thinking that you would want to carry something like the Create date from Stripe into the contact record. I'm not seeing anything pertaining to the number of transactions within the dropdown custom property list in the integration page, but you may be able to make a workflow workaround (if you have a Marketing Professional subscription or above) like:

  1. If Stripe Create date is known, increase Number of transactions (a custom property that you would need to create) by 1
  2. Clear the Stripe Create date property value
  3. Enable re-enrollment so that every time a Create date value is set, the contact enters the workflow again

 

I'm also wondering if you could somehow tie the Stripe transactions to the deals pipeline. If you could create a deal for each Stripe transaction and tie that to a contact record, you'd easily be able to report on the number of deals (transactions) within a given timeframe. It looks like there's a separate Stripe integration with HubSpot quotes that may be worth exploring.

 

Sorry I can't be of more help!!

Jacob Olle

Director of Marketing Technology

NgageContent

HubSpot Certified Trainer

emailAddress
jacob@ngagecontent.com
website
https://ngagecontent.com/
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WhaleHouseNL
参加者

Create List for Customers with certain transactions

I don't have any stripe related filters in the list filters?  What have I done wrong?

0 いいね!
WhaleHouseNL
参加者

Create List for Customers with certain transactions

Hmmm ... maybe I'm missing something.  I'm in the List section, and I choose filters, but I don't have any Stripe properties to choose from.

0 いいね!
Jnix284
ソートリーダー | Diamond Partner
ソートリーダー | Diamond Partner

Create List for Customers with certain transactions

Hi @WhaleHouseNL 

 

Do you have stripe set up to update object properties (like number of transactions per contact)?

 

If you have a property associated, you can create a list.

 

Here are the basics for creating a list - let me know if you get stuck, I'm happy to help!


Jennifer Nixon - Director of Revenue Operations at WORQFLOW

connect with Jen on Linkedin
WhaleHouseNL
参加者

Create List for Customers with certain transactions

Good question ... where would I find out if I have Stripe set up to do that?

0 いいね!
WhaleHouseNL
参加者

Create List for Customers with certain transactions

Ah ... is it in Mapping?

Jnix284
ソートリーダー | Diamond Partner
ソートリーダー | Diamond Partner

Create List for Customers with certain transactions

@WhaleHouseNL yes, should be in mapping


Jennifer Nixon - Director of Revenue Operations at WORQFLOW

connect with Jen on Linkedin
WhaleHouseNL
参加者

Create List for Customers with certain transactions

I've got price mapped to Price .. is that it?

0 いいね!
Jnix284
ソートリーダー | Diamond Partner
ソートリーダー | Diamond Partner

Create List for Customers with certain transactions

From what I can tell, it doesn't look like your going to get transaction data coming through automatically without customizing the integration. 

 

Perhaps @jolle might know a bit more about using the stripe integration?


Jennifer Nixon - Director of Revenue Operations at WORQFLOW

connect with Jen on Linkedin
WhaleHouseNL
参加者

Create List for Customers with certain transactions

I only have the starter plan ... does that matter?  Do you know what the object I"m looking for?

0 いいね!
Jnix284
ソートリーダー | Diamond Partner
ソートリーダー | Diamond Partner

Create List for Customers with certain transactions

@WhaleHouseNL hmm, not sure if HubSpot plan impacts integration or not.

 

You can check the Stripe Integration here to see the default and custom mappings - just scroll down a bit and you can expand the accordion menu to see them.


Jennifer Nixon - Director of Revenue Operations at WORQFLOW

connect with Jen on Linkedin
WhaleHouseNL
参加者

Create List for Customers with certain transactions

I don't think I have it done right ... everything looks normal in the settings, but I can't use any stripe properties to filter in the lists.

 

0 いいね!