Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

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Successful Payment Received

Triggered when a successful payment is received through Stripe. HubSpot actions may include updating contact records, initiating follow-ups, or sending payment confirmations.
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Subscription Renewal Reminder

Activated when a subscription renewal is upcoming in Stripe. Useful for sending timely reminders or initiating retention workflows in HubSpot.
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Chargeback Dispute Raised

This trigger occurs when a chargeback dispute is raised in Stripe. HubSpot actions may include updating customer records, triggering investigations, or sending dispute resolution emails.
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New Customer Created in Stripe

Activated when a new customer is created in Stripe. HubSpot actions may include creating or updating corresponding contact records and initiating welcome workflows.
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Invoice Paid in Stripe

Triggered when an invoice is successfully paid in Stripe. HubSpot actions may include marking the invoice as paid, updating customer records, and initiating post-payment workflows.
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Refund Process Initiated

This trigger occurs when a refund process is initiated in Stripe. HubSpot actions may include updating customer records, sending refund confirmation emails, or initiating customer satisfaction surveys.
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Subscription Cancellation Noted

Activated when a subscription is canceled in Stripe. Useful for updating customer records and initiating post-cancellation workflows in HubSpot.
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New Product Added in Stripe

This trigger occurs when a new product is added in Stripe. HubSpot actions may include updating product information in HubSpot's product catalog or triggering product-specific marketing workflows.
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Payment Method Updated in Stripe

Triggered when a customer updates their payment method in Stripe. HubSpot actions may include updating contact records and ensuring accurate billing information.

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Sugar

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Unify CRM and marketing automation efforts by integrating Sugar with HubSpot for seamless customer relationship management.

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Conduit AI: Copilot for CRM

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Harness the power of AI by integrating Conduit AI: Copilot for CRM with HubSpot to automate CRM tasks and enhance data accuracy for smarter decision-making.

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Vtiger CRM

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Sync sales and marketing data effortlessly by integrating Vtiger CRM with HubSpot, improving collaboration and efficiency across your teams.

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Acumatica CRM

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Enhance customer relationship management with HubSpot Acumatica CRM integration. Learn how this integration can help you synchronize customer data, automate workflows, and improve sales efficiency.

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Hints CRM AI Assistant

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Boost sales and productivity with AI-powered insights by integrating Hints CRM AI Assistant with HubSpot, enabling you to leverage predictive analytics, automate tasks, and personalize customer interactions effectively.

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Redtail CRM

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Streamline client management with the Redtail CRM and HubSpot integration. Enhance your financial service operations with connected data and insights.

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"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

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Stripe + HubSpot

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Effortless Payment Tracking

Integrate Stripe with HubSpot for seamless payment tracking and enhanced sales insights.

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Automated Invoice Management

Automatically sync payment data bidirectionally between HubSpot and Stripe for real-time updates on transactions.

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Smart Customer Relationship Management

Leverage Stripe insights within HubSpot to enhance customer relationship management and personalized communication.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot Stripe Integration simplify payment tracking?

The integration allows for effortless tracking of payments by seamlessly integrating Stripe payment data into the HubSpot environment.

Can I gain insights into customer purchases by integrating Stripe with HubSpot?

Yes, integrating Stripe transaction details into HubSpot provides valuable insights into customer purchases, enhancing customer profiles.

How can HubSpot workflows be triggered based on Stripe transactions?

HubSpot workflows can be triggered based on various Stripe transactions, automating sales processes and enhancing customer interactions.

What happens in HubSpot when a chargeback dispute is raised in Stripe?

HubSpot actions may include updating customer records, initiating investigations, and sending dispute resolution emails when a chargeback dispute is raised in Stripe.

Can HubSpot mark invoices as paid based on successful payments in Stripe?

Yes, HubSpot can mark invoices as paid, update customer records, and initiate post-payment workflows based on successful payments in Stripe.

How does the integration handle refund processes initiated in Stripe?

The integration can trigger actions such as updating customer records, sending refund confirmation emails, or initiating customer satisfaction surveys when a refund process is initiated in Stripe.

What actions are triggered in HubSpot when a subscription is canceled in Stripe?

Actions may include updating customer records and initiating post-cancellation workflows when a subscription is canceled in Stripe.

How does HubSpot respond to new products added in Stripe?

HubSpot actions may include updating product information in the product catalog or triggering product-specific marketing workflows when a new product is added in Stripe.

Can HubSpot update contact records when a customer updates their payment method in Stripe?

Yes, HubSpot can update contact records to ensure accurate billing information when a customer updates their payment method in Stripe.

How does HubSpot handle failed payment attempts in Stripe?

HubSpot actions may include triggering follow-up actions such as payment reminders or account reviews when a payment attempt fails in Stripe.
The integration allows for effortless tracking of payments by seamlessly integrating Stripe payment data into the HubSpot environment.
Yes, integrating Stripe transaction details into HubSpot provides valuable insights into customer purchases, enhancing customer profiles.
HubSpot workflows can be triggered based on various Stripe transactions, automating sales processes and enhancing customer interactions.
HubSpot actions may include updating customer records, initiating investigations, and sending dispute resolution emails when a chargeback dispute is raised in Stripe.
Yes, HubSpot can mark invoices as paid, update customer records, and initiate post-payment workflows based on successful payments in Stripe.
The integration can trigger actions such as updating customer records, sending refund confirmation emails, or initiating customer satisfaction surveys when a refund process is initiated in Stripe.
Actions may include updating customer records and initiating post-cancellation workflows when a subscription is canceled in Stripe.
HubSpot actions may include updating product information in the product catalog or triggering product-specific marketing workflows when a new product is added in Stripe.
Yes, HubSpot can update contact records to ensure accurate billing information when a customer updates their payment method in Stripe.
HubSpot actions may include triggering follow-up actions such as payment reminders or account reviews when a payment attempt fails in Stripe.

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