Payments

JCatanach
Member

Automatically associating a contact with new deal from Stripe.

SOLVE

Hey Everyone, Hubspot newbie here. 

 

I'm curious to see if people have a solution for my current situation. Our B2B customers make purchases themselves through our webapp. Stripe is our payment processor. 

 

The Stripe integration from what I've researched is a bit lit. 

 

I'm looking for the following flow:

Customer makes purchase (stripe) > create a closed won deal in Hubspot > associate that deal with the correct contact. 

 

I'm using Zapier to get the purchase data from Stripe into Hubspot. However, I can't seem to figure out how to get the deal and the contact associated with each other. 

 

Any recommendations?

 

Thanks!

Jamie

0 Upvotes
2 Accepted solutions
kvonloesecke
Solution
Community Manager
Community Manager

Automatically associating a contact with new deal from Stripe.

SOLVE

Hi @JCatanach,

 

Thanks for reaching out, and welcome to the HubSpot Community!

 

I wanted to refer you to this post about associating a contact with a deal created through Stripe. Two of our experts who use Zapier, @impulsekring and @danmoyle, offer some great advice on how to achieve your goal!

 

Best,

Kristen 


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Join regional conversations by changing your language settings !

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danmoyle
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Automatically associating a contact with new deal from Stripe.

SOLVE

Hi @JCatanach. First question - Have you looked into HubSpot Payments? I'm wondering if that might help, bringing everything into your CRM natively so you can create and associate contacts right there. 

 

That brings me to my next question - Are you using Deals to fuel your Stripe interactions? 

 

What I mean is this: When someone buys with you, do you have a workflow that creates a Deal and associates the Contact paying to it? Or is it just attachign a payment to the Contact? 

 

I believe you can build a Workflow in HubSpot that could look at a "Payment Status" property, and when it's "Paid" the workflow could create and associate a Deal to the Contact enrolled. If I were in your shoes, I'd play around with both Contact and Deal workflows to see which one works best, based on how the payment in Stripe is collected. Here's what that looks like as a Deal workflow creating the Contact record: 

danmoyle_0-1644608101166.png

 

Here's a more complicated version, which may be what you're looking to do: Trigger workflow in HubSpot when Stripe payment is received

 

Hopefully that helps spur some ideas. Let me know if you need more help! 

 


Did this post help solve your problem? If so, please mark it as a solution.


Dan Moyle

HubSpot Advisor

Learning Ops | Impulse Creative

[he/him/his]

239-244-8812 | 269-330-4696
dan@impulsecreative.com
https://impulsecreative.com/

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3 Replies 3
JCatanach
Member

Automatically associating a contact with new deal from Stripe.

SOLVE

Hey All! Found the solution thanks to the help in the link shared by @kvonloesecke.

 

I have a limited idea of how Hubspot Payments works but if it works with stripe, there might be something there. 

 

I have a Zap automation set up to do the following as the solution:
Deal Created in Stripe > Create / Update in Hubspot > Create Deal > Create two associations. 

I'd love to do the last step in Hubspot automation but I can't figure out the second step. 

Trigger: Deal marked as 'closed won'
Action: What action allows me to setup the association? 

 

Not a priority now that this zap is linked correctly. 

 

Thank you!

danmoyle
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Automatically associating a contact with new deal from Stripe.

SOLVE

Hi @JCatanach. First question - Have you looked into HubSpot Payments? I'm wondering if that might help, bringing everything into your CRM natively so you can create and associate contacts right there. 

 

That brings me to my next question - Are you using Deals to fuel your Stripe interactions? 

 

What I mean is this: When someone buys with you, do you have a workflow that creates a Deal and associates the Contact paying to it? Or is it just attachign a payment to the Contact? 

 

I believe you can build a Workflow in HubSpot that could look at a "Payment Status" property, and when it's "Paid" the workflow could create and associate a Deal to the Contact enrolled. If I were in your shoes, I'd play around with both Contact and Deal workflows to see which one works best, based on how the payment in Stripe is collected. Here's what that looks like as a Deal workflow creating the Contact record: 

danmoyle_0-1644608101166.png

 

Here's a more complicated version, which may be what you're looking to do: Trigger workflow in HubSpot when Stripe payment is received

 

Hopefully that helps spur some ideas. Let me know if you need more help! 

 


Did this post help solve your problem? If so, please mark it as a solution.


Dan Moyle

HubSpot Advisor

Learning Ops | Impulse Creative

[he/him/his]

239-244-8812 | 269-330-4696
dan@impulsecreative.com
https://impulsecreative.com/
kvonloesecke
Solution
Community Manager
Community Manager

Automatically associating a contact with new deal from Stripe.

SOLVE

Hi @JCatanach,

 

Thanks for reaching out, and welcome to the HubSpot Community!

 

I wanted to refer you to this post about associating a contact with a deal created through Stripe. Two of our experts who use Zapier, @impulsekring and @danmoyle, offer some great advice on how to achieve your goal!

 

Best,

Kristen 


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !