Auto-Invoice Customers → Process Payments → Update CRM
Automatically generate invoices when deals close, process payments through Stripe, and update customer records in your CRM with payment status.
Workflow Steps
HubSpot
Trigger on deal stage change
Set up a workflow trigger when a deal moves to 'Closed Won' stage. This captures the deal amount, customer contact info, and product details needed for invoicing.
Stripe
Generate payment link
Use Stripe's API to automatically create a payment link with the deal amount and customer details. Configure payment methods, due dates, and automatic reminders.
Gmail
Send invoice email
Automatically send a professional invoice email to the customer with the Stripe payment link, deal details, and your company branding using a pre-built template.
QuickBooks
Create accounting record
When payment is received through Stripe, automatically create the corresponding invoice and payment records in QuickBooks for accurate bookkeeping and tax reporting.
Workflow Flow
Step 1
HubSpot
Trigger on deal stage change
Step 2
Stripe
Generate payment link
Step 3
Gmail
Send invoice email
Step 4
QuickBooks
Create accounting record
Why This Works
Eliminates manual invoice creation and payment tracking, reducing errors and ensuring faster payment collection with automated follow-ups.
Best For
B2B sales teams that need to streamline post-sale payment collection
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