1.Monitors new payment event
Integrate Stripe and payment webhooks to detect each finished payment and trigger the workflow.
Update customer and deal records from new payments
Automatically monitor new payment events across Stripe, HubSpot, and Google Sheets. Create and update when payment posts, payment descriptions include a reference, or a matching deal is foundβso you can update deal totals, refresh last-order fields, and record each payment without manual reconciliation.
How this automation keeps deal totals accurate
When each finished payment needs to land in the right deal and contact, delays can cause incorrect revenue reporting. This automation monitors new payment events, waits briefly, parses references, then updates HubSpot and your Google Sheets ledgerβso your team can reconcile faster.
Stripeor swap with your favorite app
2.Delays for 1 minute
Integrate Delay by Zapier and workflow automation to wait briefly and pass payment details forward.
Delay by Zapieror swap with your favorite app
3.Parses reference and totals
Integrate Formatter by Zapier and parsing tools to extract payment reference and calculate updated deal totals.
Formatter by Zapieror swap with your favorite app
4.Finds matching deal record
Integrate HubSpot and CRM search tools to locate the deal by payment link or mapped reference.
HubSpotor swap with your favorite app
5.Updates deals and contacts
Integrate HubSpot and CRM record updates to add amounts to deal totals and refresh last order fields.
6.Updates ledger row
Integrate Google Sheets and ledger worksheets to write one configured row for each payment for reconciliation.
Google Sheetsor swap with your favorite app
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Explore all payment processing management automations
Accelerate payment workflows with automated transaction routing, reconciliation updates, and payout alerts
Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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