ClearSync customers who have fully connected Stripe & HubSpot are able to create Stripe Workflows that can trigger on critical events like payment failures or metadata being populated, and send data to HubSpot via ClearSync’s Trigger HubSpot workflow action within Stripe:
How to use Stripe Workflows > HubSpot with ClearSync:
- Start by creating a new HubSpot Workflow which will capture the event from Stripe:
- For the enrollment trigger, open Custom events & external events
- Select Received a webhook from an external app
- Add a new Webhook, and give it an Event Name based on what’s happening upstream (e.g., “Stripe Payment Failed”)
- Copy the test URL that HubSpot generates
- Paste the HubSpot-generated URL from Step 1 into ClearSync on the Webhook Trigger Helper screen into the "HubSpot test URL" field on the page:
- Define internal names for the fields you’d like to sync.
- Add each internal field name (that you define) which your HubSpot workflow will receive from Stripe: e.g.
stripe_customer_email,stripe_customer_metadata_org_id - Formatting: Letters, digits, underscores, and hyphens only (no spaces!).
- Include at least one matching identifier: commonly Stripe Customer Email (matches to HubSpot Contacts), or a Stripe ID that you already store on the Company or Contact, or bring over onto the Company or Contact from ClearSync’s App Objects via a HubSpot property sync field:
- Click “Send to HubSpot”.
- ClearSync will POST a sample payload to help HubSpot learn the schema. HubSpot will then mark the trigger as ready.
- Set field types in HubSpot. HubSpot prompts you to select a type for each field.
- Text (string) is recommended for all data:
- Finish the HubSpot workflow. Build the rest of the workflow in HubSpot using the fields you just defined:
- In this example HubSpot Workflow, we’re updating a field on the HubSpot Contact and can reference any of the Stripe data that we brought in through the Webhook name in “Trigger & event data”.
- Configure your Stripe Workflows by heading to the Workflows page in Stripe, then:
- Add the trigger you want (e.g., Payment Intent Failed).
- Retrieve any other data sources you need.
- Add the ClearSync Trigger HubSpot Workflow action.
- Paste the HubSpot webhook URL into the ClearSync action.
- Map your Stripe fields to the fields you defined in Step 3.