If charge has customer

Automated workflow for Stripe that syncs customer charges to HubSpot contacts. It aggregates total amounts charged per customer, ensuring accurate financial tracking. Scheduled to run daily, it removes duplicate customer entries to optimize API calls and creates or updates a HubSpot property for total spend, enhancing customer insights and reporting.

7/8/2025
24 nodes
Complex
schedulecomplexstripeschedule triggeritemlistshubspotsticky notenoopautomationadvancedlogicconditionalcronapiintegration
Categories:
Schedule TriggeredComplex WorkflowCRM & Sales
Integrations:
StripeSchedule TriggerItemListsHubspotSticky NoteNoOp

Target Audience

This workflow is ideal for:
- Business Owners: Who want to synchronize their Stripe payment data with HubSpot contacts effortlessly.
- Marketing Teams: Looking to keep customer financial data updated in their CRM for targeted campaigns.
- Finance Departments: Needing accurate tracking of customer spending without manual entry.
- Developers and Integrators: Who want to automate data flows between Stripe and HubSpot to improve efficiency.

Problem Solved

This workflow addresses the challenge of manually updating customer financial data in HubSpot based on Stripe charges. It automates the process of:
- Collecting all charges from Stripe.
- Retrieving customer details associated with those charges.
- Aggregating the total amount spent by each customer.
- Creating or updating customer properties in HubSpot to reflect their total spend, ensuring data accuracy and saving time.

Workflow Steps

  • Scheduled Trigger: The workflow initiates automatically based on a defined schedule (e.g., daily at midnight).
    2. Get All Charges: Retrieves all charges from Stripe to gather the relevant data.
    3. Check for Customer: Evaluates whether each charge has an associated customer.
    4. Remove Duplicate Customers: Ensures that customer data is not redundantly fetched from Stripe, optimizing API calls.
    5. Get Customer Details: Fetches detailed information about each customer from Stripe.
    6. Merge Data: Combines charge data with customer information for a comprehensive view.
    7. Aggregate Totals: Calculates the total amount captured for each customer, converting cents to dollars.
    8. Create or Update Customer in HubSpot: Updates or creates a new property for each customer in HubSpot to reflect their total spend, ensuring the CRM is up-to-date.

    • Customization Guide

    Users can adapt this workflow by:
    - Modifying the Schedule: Adjust the frequency of the scheduled trigger to fit business needs (e.g., weekly instead of daily).
    - Customizing HubSpot Fields: Change the contactPropertyId and contactPropertyLabelName in the Configure node to suit specific HubSpot field requirements.
    - Adjusting Conditions: Modify the conditions in the If nodes to tailor the logic to specific business rules or scenarios.
    - Adding Additional Nodes: Integrate further processing steps or notifications (e.g., sending alerts for high-value charges) to enhance functionality.