Automate Stripe Payment Tracking and Sales Updates
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Seamlessly sync Stripe invoice payments with your HubSpot CRM and instantly notify your team on Slack. This workflow ensures your sales pipeline is always up-to-date with every successful transaction.
About This Workflow
This n8n workflow is designed to bridge the gap between your payment processing and your customer relationship management. When a new invoice is paid in Stripe, this automation automatically updates the corresponding deal in HubSpot, marking it as 'Paid'. It intelligently searches for existing deals using the PO number provided in the Stripe invoice. If a PO number is present but no matching deal is found, or if no PO number is provided at all, your team will receive an immediate alert in Slack, allowing for quick follow-up and resolution. This ensures no payment is missed and your sales data remains accurate and actionable.
Key Features
- Real-time Payment Synchronization: Automatically update HubSpot CRM upon successful Stripe invoice payments.
- Intelligent Deal Matching: Links payments to existing HubSpot deals using PO numbers.
- Proactive Issue Alerts: Notifies your team via Slack for missing PO numbers or unfound deals.
- Enhanced Sales Visibility: Keeps your sales pipeline data accurate and up-to-date.
- Streamlined Team Communication: Instant Slack notifications for critical payment events.
How To Use
- Configure Stripe Trigger: Set up the
When Invoice Paidnode to listen forinvoice.payment_succeededevents from your Stripe account. - Set up HubSpot Deal Search: In the
Find Deal based on PO Numbernode, configure it to search HubSpot for deals using the PO number extracted from the Stripe invoice data. - Implement Conditional Logic: Use the
If no PO Numbernode to check if a PO number exists. If not, proceed to theSend no PO MessageSlack node. - Handle Deal Not Found: Use the
If no deal found for POnode to check if a deal was successfully found. If no deal is found, proceed to theSend Deal not found messageSlack node. - Update HubSpot Deal: If a deal is found, use the
Update Deal to Paidnode to mark the deal as 'paid' in HubSpot. - Notify Team on Success: Use the
Send invoice paid messageSlack node to inform your team of the successful payment, including key details. - Connect Credentials: Ensure all Stripe, HubSpot, and Slack credentials are correctly configured and linked to their respective nodes.
Apps Used
Workflow JSON
{
"id": "ea2aa060-c882-43da-a354-c14300eb2599",
"name": "Automate Stripe Payment Tracking and Sales Updates",
"nodes": 29,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: ea2aa060-c882...
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