What This Workflow Does
For businesses using Stripe for payments and HubSpot for CRM, a critical gap often exists: customer payment data lives in one system, while sales and marketing interactions live in another. This forces teams to manually copy-paste information, leading to errors, delayed follow-ups, and a fragmented view of the customer.
This automation solves that by creating a seamless, real-time bridge between Stripe and HubSpot. Every time a new customer is created in Stripe—whether they make a one-time purchase or subscribe to a plan—this workflow automatically checks if they already exist in HubSpot. If not, it creates a new contact. If they do exist, it updates their record with the latest information. This ensures your sales team always has an accurate, up-to-date profile that includes valuable commercial context.
How It Works
The workflow is triggered by a new customer event in Stripe and executes a series of intelligent steps to manage the data in HubSpot.
Step 1: Trigger on New Stripe Customer
The automation starts the moment a new customer object is created in your Stripe account. The Make.com scenario watches for this event and immediately captures the customer's details, such as their name, email, and unique Stripe ID.
Step 2: Search for Existing HubSpot Contact
Before creating a duplicate, the workflow searches your HubSpot CRM for a contact with the matching email address. This deduplication logic is crucial for maintaining a clean database and updating existing customers instead of creating clutter.
Step 3: Create or Update the Contact
Based on the search result, the workflow takes one of two actions. If no contact is found, it creates a new HubSpot contact, populating standard and custom properties with the data from Stripe. If a contact is found, it updates that existing record with any new information from Stripe, ensuring the CRM always reflects the latest state.
Step 4: Log the Outcome
The final module can be configured to log the action taken (create or update) to a spreadsheet, send a notification to a Slack channel, or trigger a further action, providing an audit trail for the sync process.
Pro tip: Extend this workflow by adding a step to enroll new customers into a specific HubSpot marketing list or workflow, triggering a welcome email sequence immediately after their first purchase.
Who This Is For
This template is ideal for SaaS companies, e-commerce stores, digital product sellers, and any subscription-based business that uses Stripe for payments and HubSpot for sales and marketing. It's particularly valuable for founders, sales ops managers, and marketers who are tired of manual CRM updates and want to ensure their sales team has immediate visibility into who is paying for their product.
What You'll Need
- A Make.com account (free tier available).
- A Stripe account with live or test mode API keys.
- A HubSpot account with access to the CRM and private app tokens or OAuth credentials.
- Basic understanding of which customer fields (e.g., email, name, subscription tier) you want to map from Stripe to HubSpot.
Quick Setup Guide
- Clone the template: Click "Get This Workflow" to open the template in your Make.com account and create a copy.
- Connect your apps: In the Make scenario, authorize the Stripe and HubSpot modules by logging into your accounts and granting necessary permissions.
- Map your data: Configure the "Create/Update a Contact" module in HubSpot. Map the Stripe customer fields (like
customer.email) to the corresponding HubSpot contact properties. - Test the flow: Run the scenario once manually or create a test customer in Stripe to ensure a contact is correctly created or updated in HubSpot.
- Activate and monitor: Turn the scenario on. It will now run automatically for every new Stripe customer. Check the scenario's history log periodically for any errors.
Key Benefits
Eliminate 100% of manual data entry between your payment processor and CRM. What used to be a daily or weekly administrative task now happens instantly and flawlessly in the background.
Accelerate sales follow-up by hours or even days. The moment a payment is made, a complete contact record is available in HubSpot, allowing your sales team to reach out while the purchase is top of mind for the customer.
Gain a 360-degree customer view by combining financial data from Stripe with communication history from HubSpot. This empowers your team to have more informed, personalized conversations.
Ensure absolute data accuracy by removing the human error inherent in manual copying. Your CRM becomes a single source of truth for customer information.
Scale your operations effortlessly. As you acquire dozens or hundreds of new customers, your CRM management process doesn't need to scale with headcount—the automation handles it all.