Connect Stripe with HubSpot
Workflow Description
An advanced automation template that connects Stripe payment platform with HubSpot CRM, automatically synchronizing customer data and transaction records based on a scheduled trigger, ensuring financial information is always current within your customer database.
How it works
- 1.Activate scheduled trigger to run synchronization daily or weekly
- 2.Retrieve customer and transaction data from Stripe using API calls
- 3.Process and filter data based on specific business conditions
- 4.Transform and merge data into HubSpot-compatible format
- 5.Update customer records and contact information in HubSpot
- 6.Log synchronization results and flag errors for review
Use cases
- Sync invoice and payment data from Stripe to customer profiles in HubSpot
- Automatically update subscription status and contract information in your CRM
- Track customer revenue and segment accounts based on payment behavior
- Eliminate manual data entry errors between payment processing and CRM systems
Requirements
- Valid Stripe API key with permissions to read customers and transactions
- HubSpot API credentials with update access to contacts and deals
- Configured schedule for synchronization matching your business requirements
Service Value
Ready-made workflow template for automation delivery and service execution.
Apps Used
Details
How to Use
- 1.Click "Download Template"
- 2.Open your n8n dashboard
- 3.Go to Workflows > Import from File
- 4.Select downloaded file and configure credentials
Nodes Used (24)
If charge has customer
If
Get customer
Stripe
On schedule
Schedule Trigger
Remove duplicate customers
Item Lists
Aggregate `amount_captured`
Item Lists
Aggregate totals
Code
Create or update customer
Hubspot
Merge data
Merge
Note
Sticky Note
Note1
Sticky Note
Note2
Sticky Note
Get all charges
Stripe
Note3
Sticky Note
Note4
Sticky Note
Get HubSpot field
HTTP Request
Create field in HubSpot
HTTP Request
Note5
Sticky Note
Configure
Set
Note6
Sticky Note
Note7
Sticky Note
Skip field checking
If
Do nothing
No Op
Note8
Sticky Note
If field exists
If