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Loopfour
Workflow templates

CRM-TO-ERP BILLING

A won deal in HubSpot, billed in Stripe, without the manual handoff.

Trigger on a won HubSpot deal, confirm the billing terms, gate custom terms, create the Stripe customer, start the subscription as a separate step, and write the status back so the CRM and billing stay in sync.

HubSpotStripeConditionApproval
How it is built
1

Webhook trigger fires when a HubSpot deal is marked won

2

Condition block confirms the plan, term, and price against the deal

3

Approval block routes custom or non-standard terms for review

4

Transform block maps the deal to a Stripe customer

5

Stripe block looks up the customer by email

6

Condition block branches on whether the customer exists

7

Stripe block creates the customer when none is found

8

Stripe block starts the subscription

9

HubSpot block writes the billing status back to the deal

01

The problem

The problem

When the CRM and the billing system are not connected, a won deal turns into a manual task: someone reads the deal, sets up the customer in Stripe, and starts the plan. The two systems drift, and the first sign of a mistake is a customer billed for the wrong plan.

02

How it is built

How it is built
  1. 1Webhook trigger fires when a HubSpot deal is marked won.
  2. 2Condition block confirms the plan, term, and price against the deal record.
  3. 3Approval block routes any custom or non-standard terms to a human before they bill.
  4. 4Transform block maps the deal to a Stripe customer.
  5. 5Stripe block looks up the customer by email, and a Condition block branches on whether it already exists.
  6. 6Stripe block creates the customer when none is found. Each integration block performs one action, so lookup and create are separate steps.
  7. 7Stripe block starts the subscription as its own step.
  8. 8HubSpot block writes the billing status back to the deal so sales sees it is live.

03

The payoff

The payoff

The deal record drives billing, so the CRM and Stripe stay in sync without anyone reconciling them. Standard deals bill themselves; only the unusual ones need a look.

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