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Frequently Asked Questions about HubSpot + Stripe integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and Stripe
How do I connect HubSpot with Stripe using the integration?
Our integration allows you to connect HubSpot with Stripe by setting up specific triggers in HubSpot that activate actions in Stripe. This can be done through our platform where you'll configure the settings, authenticate accounts, and select triggers such as new contacts or deals in HubSpot to create charges or customers in Stripe automatically.
Can I sync customer data between HubSpot and Stripe?
Yes, our integration enables synchronization of customer data between HubSpot and Stripe. For instance, when a new contact is created in HubSpot, a corresponding customer entry can be automatically generated in Stripe. We make sure these syncs can happen seamlessly so your information remains unified.
What triggers are available for HubSpot and Stripe integration?
You have various trigger options available including creating or updating contacts and deals in HubSpot that can trigger actions like creating customers or processing payments in Stripe. These triggers allow you to automate workflows efficiently within your sales and payment systems.
Is it possible to process refunds through the integration?
Currently, processing refunds directly through the integration requires manual intervention within the Stripe dashboard as we focus on providing automated interactions for creating charges instead of managing post-transaction activities. However, you can track refund statuses using associated tags or properties back in HubSpot.
Can I import existing payment data from Stripe into HubSpot?
While our integration primarily forwards actions from HubSpot to Stripe, it does allow importing key transaction details like payment amounts and dates back into contact properties within HubSpot for comprehensive record-keeping alongside your sales pipeline.
Are there specific actions that can be automated between these platforms?
Yes, actions like automatically creating a new customer charge when a deal reaches a specific stage in HubSpot are highly automatable. This ensures as soon as your sales process hits critical points, payment processing is seamlessly initiated via our integrations with Stripe.
How secure is the data transfer between HubSpot and Stripe using this integration?
We prioritize security by using encrypted connections during data transfers between HubSpot and Stripe. Both platforms utilize industry-standard security protocols which ensure that sensitive information like payment details is handled with care during any automated processes provided by our integrations.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.