Sync Stripe Charges to HubSpot Contacts
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AI Automation Template
This workflow automatically syncs customer payment data from Stripe into HubSpot contacts. It collects all Stripe charges, aggregates the total amount captured per customer, and updates (or creates) a HubSpot contact property to store their lifetime spend. The workflow runs on a schedule and ensures no duplicate requests are made to Stripe, while also handling HubSpot field creation if the property doesn’t exist yet.
Features
- 🔄 Automated Sync: Fetches all Stripe charges on a scheduled basis (default: daily at midnight).
- 🧹 Duplicate Handling: Removes duplicate customers to minimize unnecessary Stripe API calls.
- 📊 Data Aggregation: Calculates the total amount captured per customer (in dollars).
- 👤 Customer Enrichment: Retrieves additional Stripe customer details before updating HubSpot.
- 📝 HubSpot Integration: Creates or updates a custom HubSpot property (
Stripe - Total Spend) for each contact. - ⚙️ Configurable: Easily adjust HubSpot property ID, label, and field creation checks.
- 🚫 Error Handling: Skips field checking and handles “no customer assigned” charges gracefully.
Size
17.7 KB
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