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3 ways to automate your payments with Stripe

By Hannah Herman · June 8, 2020
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Stripe is a payment platform that powers commerce for thousands of companies of all sizes, processing billions of dollars for businesses each year. Whether you're creating a subscription service, an on-demand marketplace, an eCommerce store, or a crowdfunding platform, Stripe helps you create the best possible payment experience.

When you connect Stripe to your other apps using Zapier, you can automate common payment-related processes.

Zapier's automated workflows are called Zaps. We've included some pre-made workflows—called Zap templates—throughout this piece to get you started. Just click on the button next to the Zap you'd like to try, and we'll guide you through customizing it. It only takes a few minutes. You can read more about setting up Zaps here.

Here are a few of the most popular ways that Zapier users automate Stripe.

Need help with more complex automation? Zapier Experts are certified consultants, freelancers, and agencies that can help you do more with automation. Visit our Experts directory to help you find the right Expert to work with.

Create customers in your CRM from new Stripe transactions

If you use a customer relationship management (CRM) app as a hub for your sales or support activity, it's important to make sure your leads are up to date. If a customer has already made a purchase from you, it will change the way you reach out to them in the future. But keeping purchase information updated in your CRM can quickly become daunting, especially if you sell things at a high volume.

Instead of trying to keep up manually, you can set up an automated workflow to find and update (or create) customers in your CRM whenever there's a new Stripe transaction. Here are a few Zap templates to get you started.

Create or update HubSpot contacts from new customers on Stripe

Create or update HubSpot contacts from new customers on Stripe
  • Stripe logo
  • HubSpot logo
Stripe + HubSpot

Make sure all Stripe purchase information goes into your accounting app

Another challenge with online payments is making sure you're tracking them appropriately in your accounting app. It's crucial to keep trustworthy financial records—but it can be phenomenally time-consuming to log every sale, reversal, and refund by hand.

Many Zapier users connect Stripe to their accounting tool so they can automatically log new transactions without doing any extra work. Here are some of the most popular Zap templates for this.

Turn one-time customers into repeat buyers with Stripe and your email marketing app

If you're accepting payments online for individual items—such as things you sell in an eCommerce store—you probably want to stay in touch with first-time customers to encourage them to buy again.

Many businesses use a dedicated email marketing app to do this by sending tailored nurture emails to customers. Instead of manually adding new buyers to a specific mailing list in that app, you can use a Zap to do it for you. These Zap templates are a great place to start.

New to Zapier? It's a tool that helps anyone connect apps and automate workflows—without any complicated code. Sign up for free to use Stripe with Zapier.

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'