Create a Stripe customer from a new HubSpot contact

New CRM contacts arrive in Stripe as customers with the email, the name and your account reference attached, so billing never waits on a copy and paste.

Trigger: New contact created

Action: Create a customer

About 12 minutes to set up

Build this flow

See HubSpot

How this flow works

Syncline watches HubSpot for New contact created. When that happens it runs Create a customer in Stripe with the fields you mapped.

Connect the portal and filter to the contacts that should be billable.
Connect Stripe in test mode with the restricted key from Stripe Connect.
Map the email onto the customer and the company into metadata.
Create a test contact, check the Stripe customer, then connect the live account.

Field mapping

From HubSpot	To Stripe	Note
Email	Customer email	The CRM address becomes the Stripe email, and both systems then match on the same value forever after.
Company	Invoice ID	The account name is stored in metadata beside the invoice reference, so finance can group charges by customer.
Deal amount	Amount	HubSpot holds a decimal and Stripe wants minor units, so 1250.00 is written as 125000.
Owner	Currency	The rep region sets the billing currency, taken from the owner record rather than guessed from a domain.

Why teams run it

The billing record exists before the first invoice is needed
One email value ties the CRM and the payments account together
Finance never asks sales for a spelling again

Who uses it

A finance lead who invoices from Stripe and gets customer details from a CRM they do not use.

About the two apps

HubSpot

HubSpot is the record of who your customers are and how far along they got. Syncline feeds it from the places leads actually arrive, and pushes deal changes back out to the team.

All HubSpot flows

Stripe

Stripe knows the moment money arrives, fails or goes back out. Syncline turns each of those events into something your team can see and act on within a couple of minutes.

All Stripe flows