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Products & Quotes

Use the Stripe integration with quotes in HubSpot

Last updated: September 28, 2021

Applies to:

Sales Hub Starter, Professional, Enterprise

With the HubSpot-Stripe integration, bill your customers directly from their quote, and send all payments to your integrated Stripe account.

Please note: this article covers the Stripe integration that enables users to collect payments directly from their quotes using Stripe's checkout features. This integration is separate from the Stripe integration that uses HubSpot data sync to sync data between HubSpot and Stripe.

Connect your 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:

  • In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar. Under Manage, select Connected apps.
  • Click Visit App Marketplace.
  • Use the search bar to search for Stripe, then select Stripe from the dropdown menu.
  • Click Connect app, then enter the required information for Stripe in the pop-up window. You can also click Sign in in the upper right if you already have a Stripe account.
  • Click Authorize access to this account to finish integrating your account with HubSpot.

Send quote payments to connected Stripe account

Once your account is connected, use the integration to create payments for your customers on your quotes.

  • In your HubSpot account, navigate to Sales > Quotes.
  • Click Create quote.
  • Continue to set up your quote.
  • On the Signature & Payment screen, click to toggle the Use a connected Stripe account switch on.

Please note: if your quote is not compatible with 3DSecure, an alert appear when you turn on the Stripe integration. If this alert appears, keep in mind that some payments may not be successful because of PSD2 requirements.

Once this option is enabled, customers will be able to make a payment by clicking Check out at the top or bottom of their quote.check-out-on-quote

Please note: to use the Stripe integration with quotes, there is a minimum charge amount for the line items included on the quote. The net price of any line item included on the quote cannot be zero. Learn more about Stripe's minimum and maximum charge amounts.

When they click Check out, 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. If there is a discount applied to the quote, a coupon will be created in Stripe.

Please note: after a coupon is created in your Stripe account, HubSpot does not recommend making any changes to the coupon as it could impact the customer's checkout session. If you make changes to the quote-level discount in HubSpot, it is recommended to recall the quote, edit the discount, then re-publish the quote.

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:

  • Email address
  • Company name (if the company name is not available, HubSpot will sync across the contact's first name and last name instead)

In HubSpot, the quote's payment status will change to Paid: [date of payment] on the Quote card on the deal record and you'll receive an email notifying you that the quote has been paid.

To email customers for successful payments or get a notification when a payment is received, turn on this setting in your Stripe account.

Collect recurring payments 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 Check out. That day will be their billing date moving forward. If your quote has an expiration date, customers won't be able to click Check out 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.

Please note: when collecting recurring payments with the Stripe integration, any taxes included on the quote are only applied to the first charge Stripe makes. All subsequent charges do not include the tax. It is recommend to apply the tax to the individual line item's price, instead of applying the tax to the quote's total.

Currencies not supported by the HubSpot-Stripe integration

Stripe may support a currency in certain cases, but HubSpot and Stripe may not define those currencies the same way. For example, there are some currencies that Stripe defines as two decimal currencies, but HubSpot defines them as zero decimal currencies. The currencies that are not supported by the HubSpot-Stripe integration are listed below:

  • AFN
  • ALL
  • AMD
  • COP
  • CRC
  • HUF
  • IDR
  • ISK
  • LBP
  • MMK
  • MRO
  • MUR
  • PKR
  • RSD
  • SOS
  • TZS
  • UZS
  • YER

The following are currencies that HubSpot supports, but are not supported by Stripe:

  • BHD
  • BYR
  • CLF
  • EEK
  • ERN
  • GHS
  • IQD
  • IRR
  • JOD
  • KWD
  • LTL
  • LVL
  • LYD
  • OMR
  • SDG
  • SYP
  • TND
  • VEF
  • ZMK