How It Works: Automated Synchronization

How It Works: Automated Synchronization

Daily Data Flow from Payments to Marketing

Technical Process:

  1. Scheduled Execution: Workflow runs daily at midnight, ensuring consistent data updates
  2. Property Management: Automatically creates or verifies HubSpot custom property for charge totals
  3. Data Collection: Retrieves all charges from Stripe API with customer details
  4. Data Processing: Merges and aggregates financial information by customer
  5. Contact Updates: Creates new contacts or updates existing records in HubSpot

The solution requires only Stripe API credentials and HubSpot access, with no coding needed. The automated process handles everything from data retrieval to customer matching and property updates.