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$2.99+

Stripe Payment Update Automation for HubSpot and Slack

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Stripe Payment Update Automation for HubSpot and Slack

$2.99+

This workflow automates the entire process of updating your HubSpot deals and notifying your team in Slack whenever a Stripe invoice is successfully paid. By using the Stripe Trigger, this workflow listens for payment events like invoice.payment_succeeded and then takes the following actions:

  • Updates the deal status in HubSpot: Once a payment is made, the deal associated with the payment is updated in HubSpot to reflect the payment status.
  • Sends a notification to your team on Slack: A message with key details such as the amount paid, customer information, and the payment ID is posted to a designated Slack channel, keeping your team informed in real time.
  • Finds the corresponding deal in HubSpot: If the deal associated with the payment has a PO Number (purchase order number), it’s used to search for the deal. If no deal is found or if no PO number is provided, a message is sent to Slack indicating the issue.

Features:

  • Real-time Payment Tracking: Immediately updates your CRM (HubSpot) and sends team notifications on Slack.
  • Customizable Notifications: Tailor Slack messages to include specific details like customer name, email, payment amount, and transaction ID.
  • Automatic HubSpot Updates: Removes manual entry work by automatically updating the deal’s payment status in HubSpot.
  • Error Handling: Notifies the team if there is a mismatch or missing information, such as no PO number or missing deal data.

Ideal For:

  • E-commerce businesses
  • Sales teams
  • Finance teams
  • Businesses use Stripe, HubSpot, and Slack for payment tracking and communication.
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