Last updated: November 30, 2020
|Sales Hub Starter, Professional, Enterprise|
With the Stripe integration, bill your customers directly from their quote, and send all payments to your integrated Stripe account.
Before connecting Stripe to HubSpot, make sure that you’ve activated your Stripe account. Your account must be activated before HubSpot can create payments for your customers.
Please note: only users with assigned Sales Hub paid seats can connect their Stripe account to HubSpot.
To connect your Stripe account to HubSpot:
Once your account is connected, use the integration to create payments for your customers on your quotes.
Once this option is enabled, customers will be able to make a payment by clicking Purchase at the top or bottom of their quote.
When they click Purchase, a new window will appear for customers to enter their information and complete their purchase. When the purchase is complete, the payment will go directly to your integrated Stripe account. Stripe will create a receipt for a one-time payment or an invoice for recurring payments. In HubSpot, the quote's payment status will change to Paid: [date of payment] on the Quote card on the deal record.
When the payment is successful, HubSpot will create a new customer in Stripe. HubSpot will sync the following properties to the newly created customer in Stripe:
You can have a mix of fixed and recurring payment types for each line item included in your quote. However, if your quote includes line items with recurring payment types, the payment frequency must be the same for all line items in order to collect recurring payments with the Stripe integration. This means you cannot have a mix of monthly or annual recurring payments on single quote. Contract length is not supported with the integration.
Customers will be charged on the day they click Purchase. That day will be their billing date moving forward. If your quote has an expiration date, customers won't be able to click Purchase after the quote has expired. Subscriptions created in Stripe for recurring payments will recur indefinitely and need to be manually canceled in Stripe if the customer opts out.
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