Tips, Tricks & Best Practices

CJackson15
Member

Automating Deal Revenue from Stripe, connecting to company

SOLVE

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

0 Upvotes
1 Accepted solution
CJackson15
Solution
Member

Automating Deal Revenue from Stripe, connecting to company

SOLVE

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

 

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

View solution in original post

5 Replies 5
vc16
Contributor

Automating Deal Revenue from Stripe, connecting to company

SOLVE

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

0 Upvotes
CJackson15
Member

Automating Deal Revenue from Stripe, connecting to company

SOLVE

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

CJackson15_0-1652540517573.png

 

PamCotton
HubSpot Alumni
HubSpot Alumni

Automating Deal Revenue from Stripe, connecting to company

SOLVE

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

0 Upvotes
vc16
Contributor

Automating Deal Revenue from Stripe, connecting to company

SOLVE

any updates on this?

0 Upvotes
CJackson15
Solution
Member

Automating Deal Revenue from Stripe, connecting to company

SOLVE

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

 

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