Automate updating Stripe charges per contact in HubSpot on a daily schedule.
The AI agent retrieves Stripe charges and groups them by customer to build per-contact totals. It creates or updates a HubSpot property named Total Charged and writes the sum for each contact. It runs on a daily schedule to keep HubSpot in sync with Stripe and provide up-to-date revenue visibility in CRM.
Per-contact totals are calculated and stored in HubSpot.
Fetches all Stripe charges via the Stripe API.
Extracts customer IDs and charges.
Retrieves additional customer details from Stripe for each charge.
Merges customer and charge data into a unified dataset.
Calculates total charges per contact.
Creates or updates the HubSpot contact with the total charged amount.
Automatically consolidates customer charges from Stripe and updates the per-contact total in HubSpot. It also creates the property if missing and runs on a daily schedule to keep data fresh.
A simple 3-step flow that non-technical users can follow.
On a daily schedule, verify the HubSpot Total Charged property exists; create it if missing and set the cadence to run at midnight.
First Stripe node pulls all charges; second Stripe node retrieves additional customer information.
Merge charges with customer data, calculate total charged per contact, and create or update the HubSpot contact with the total.
A realistic daily reconciliation task.
Scenario: At 12:00 AM every day, the AI agent checks for the Total Charged property in HubSpot (creating it if needed), fetches Stripe charges from the previous day, enriches with customer details, aggregates totals per contact, and updates each HubSpot contact with the latest total charged. In a mid-size company, this process handles thousands of charges across hundreds of contacts within minutes, ensuring the CRM reflects current revenue activity.
Roles that gain clear, actionable outcomes from automation.
Needs up-to-date revenue per contact to prioritize outreach.
Wants automated data integrity and up-to-date totals.
Requires clear charge totals per customer for audits.
Requires automatic property creation and schema management.
Benefits from visibility of customer charges for renewals.
Can analyze spend by contact to tailor campaigns.
Connects Stripe and HubSpot APIs to automate data flow.
Fetch charges and customer details from Stripe.
Update or create HubSpot contacts with per-contact Total Charged; create property if missing.
Common, practical scenarios that showcase value.
Common concerns and practical clarifications.
The agent fetches Stripe charges, aggregates amounts by customer, and writes the total charged to a HubSpot property on each contact. If the property doesn’t exist, it is created automatically. Data is reconciled end-to-end: charges are enriched with customer details, totals are calculated, and the updated value is stored in HubSpot. The flow runs on a schedule (default daily) to keep the CRM synchronized with Stripe activity.
Yes. The agent can be configured to backfill past charges for historical periods by aggregating those charges per contact and populating the Total Charged property accordingly. This restores consistency for events that started before the automation was enabled. Backfill is performed in a controlled run to avoid data duplication. After backfill, daily updates continue to keep totals current.
A Total Charged property is created if missing and updated for each contact with the sum of their Stripe charges. If the property already exists, the agent updates it with the latest total. The property stores a simple numeric value representing total charges per contact. No other fields are altered without explicit configuration.
The default cadence is daily at midnight, but the schedule is configurable to fit business needs. You can adjust frequency and time to align with Stripe activity and reporting requirements. The run triggers include time-based schedules and can be linked to a calendar or trigger. Changes apply to all subsequent runs without manual intervention.
Refunds reduce the total charged for the affected contact. The aggregation logic accounts for refunds by adjusting the per-contact total accordingly. The property reflects the net total after refunds, ensuring a true view of revenue attributed to each contact. Historical refunds are included in the total calculation for accurate accounting.
Access to Stripe and HubSpot APIs is required, with credentials configured for read charges (Stripe) and write to contacts (HubSpot). The agent operates under a workflow that creates or updates HubSpot properties, so proper permissions to manage properties and update contacts are essential. You should also ensure the target HubSpot property is labeled Total Charged or allow automatic creation. For security, restrict the integration to least-privilege access and review audit logs regularly.
The agent handles data through approved API integrations with Stripe and HubSpot, following standard authentication and encryption practices of those platforms. Data is transmitted over secure channels and stored in HubSpot as part of contact records. You should follow your organization’s data handling policies and ensure access controls are in place. Regular security reviews and credential rotation are recommended to maintain compliance.
Automate updating Stripe charges per contact in HubSpot on a daily schedule.
