How to handle email validation between Hubspot and Memberstack during user onboarding? Answered
Hey, everybody. I have this kind of user flow,
Client enters hubspot crm, then the manager personally checks the profile and updates it, sends a link to pay the annual fee, then the status in hubspot crm changes to paid and the client becomes a member of memberstack, configured through zap.
After payment we want to send the user a link to register in the application, but there are two questions.
- if the user is already a member of memberstack, the client will not be able to use his e-mail.
- how can we make it so that only those users who have paid can register?
Comments
6 comments
Hey Maxim!
My recommendation would be to send them an email with the link to sign up, where they would then pay and enter their information. This can give them the paid plan, and your automation can mark them as paid.
The member will have to be created as a member in order to pay - they cannot have their payment marked as completed, if they don't exist in your Memberstack app.
Just registration doesn't mean anything though - if you set up your project right, the user will not be able to do anything until they get the paid plan added to them - the only steps needed before payment are auth (email/password/social). All the onboarding steps can take place after payment.
Hopefully this helps! Let me know if there's anything still unclear.
Hey, thanks.
Do you mean paying via Stripe already in memberstack?
No problem!
Yeah, first they will sign up, then pay via stripe, then they will have access.
If they just sign up and dont pay, they won't be able to do anything except for completing their payment
Is there a way to manually mark this as paid by the client?
not in Stripe, they could add a free plan to the member, but that free plan ID would have to be kept secret so nobody can fake having paid
thank u!
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