Connect your Stripe account as a payment processor in HubSpot

If you have an existing Stripe account, you can connect it as a payment processor for HubSpot's Commerce Hub tools, such as invoices, payment links, and quotes. This enables you to collect one-time and recurring subscription payments through HubSpot while your Stripe account handles payment processing behind the scenes.

Stripe payment processing is available internationally with some exceptions.

With Stripe payment processing, you'll use HubSpot as the central source of truth for your commerce-related tools and assets. For example, in HubSpot you will:

• Create invoices, payment links, and quotes.
• Update or cancel recurring subscriptions (e.g., monthly billing).
• Add products to your product library for faster deal and quote creation.
• Customize your buyer checkout experience.

Then, after collecting payment through HubSpot's commerce tools, payment data for each transaction, such as gross amount and fees, will sync with your Stripe account. 

Please note: if your account is hosted on the EU data center, you are subject to both HubSpot’s Regional Data Hosting Policy and the terms that apply to your use of Stripe payment processing. When using Stripe payment processing, data may be routed through Stripe’s EU data center and may be subject to HubSpot's Regional Data Hosting exclusions.

International availability

Stripe payment processing for HubSpot is available for most countries where Stripe is available. However, due to partner restrictions, it is not available for the following countries:

• Brazil
• Croatia
• Ghana
• Gibraltar
• India
• Indonesia
• Kenya
• Lichtenstein
• Malaysia
• Nigeria
• South Africa
• Thailand
• United Arab Emirates

In addition, with Stripe payment processing you can collect payments in a number of international currencies.

Connect your Stripe account

Please note: each Stripe account can only be connected to one HubSpot account. This is to ensure consistency of financial data between the two accounts.

To connect your Stripe account to HubSpot:

• In your HubSpot account, navigate to Commerce > Payments.
• Scroll down then click Connect Stripe.
• In the right panel, confirm your country, then select the checkbox to agree to the Stripe Payment Processing Terms.
• Click Start.
• You'll be taken to Stripe to continue the setup process:
  • Enter the email address associated with your Stripe account, then click Continue.
  • Enter your password, then click Log in.
  • Follow the steps to complete two-factor authentication.
  • If you haven't yet set up your business details in your Stripe account, follow the instructions to register your business in Stripe. Otherwise, select an existing business you've previously set up, then click Continue.
  • Review your personal and business information, then scroll down and click Agree & submit. You'll then be redirected back to HubSpot.

• In the dialog box, click Go to guide to return to the payments tool and set up other commerce tools.
• When your Stripe account is fully set up and ready to go, the Payment status label in the top right of the payments tool will appear as Ready to transact. In some cases, this process may take up to 3 days.

Next steps

After connecting your Stripe account, review the sections below to understand various aspects of how to fully incorporate payments into your HubSpot processes.

Configure currencies and payment methods

Stripe payment processing supports a number of international currencies. To enable payment collection in a supported currency, you'll first need to add it to your account currencies.

In addition to collecting payments through credit and debit cards, you may be able to collect payments through bank transfer payment methods, such as SEPA, depending on your Stripe merchant account location

Accounting integrations

If you're only passing payment data from Stripe to your account system, you can continue to use that integration. However, if you need to transfer billing data, such as invoices, to your accounting system, you'll need to use one of HubSpot's accounting integrations or export data from HubSpot to import into your external system.

Automation

If you have a Professional or Enterprise subscription, you can use the workflows tool to automate your CRM and record keeping processes. For example:

• Create a payment-based workflow to send customers an email survey thirty days after their payment is made.
• If you have a Sales Hub Professional or Enterprise subscription, create a quote-based workflow to send the sales rep a notification three days before a quote is set to expire.
• If you have an Operations Hub Professional or Enterprise subscription, you can use webhooks in workflows to send and retrieve information between HubSpot and other external tools.

Getting support

Whether to reach out to HubSpot or Stripe support will depend on the issue or question that you have.

• HubSpot support: issues or questions related to the HubSpot app, such as when creating an invoice, payment link, quote, or when using the checkout page, workflows, or reports.

• Stripe support: issues or questions related to payment processing, such as underwriting and payout collection.

You can learn more about payments and other commerce tools on HubSpot's Knowledge Base, or visit the HubSpot Community to join the conversation with other users and HubSpot experts alike.

Manage payment data

When using Stripe payment processing, you can access your payment data in the following ways:

• HubSpot data: record keeping data and commerce assets, including products, payments, subscriptions, payment links, invoices, and quotes, directly in the HubSpot CRM. Because HubSpot is the source of truth for the creation and management of these assets, you can also configure payment notifications in HubSpot.
• Stripe data: payment data for each transaction, including gross amount, net amount, and fees.

Manage subscriptions

While Stripe handles payment processing, you'll manage your products and new subscriptions in HubSpot. 

Please note: your existing Stripe subscriptions may be eligible for migration into HubSpot. To request your account's eligibility for migration, fill out this form and a member of HubSpot's team will contact you within 7 - 10 business days.

When you configure a payment link or quote to collect recurring subscription payments, HubSpot tracks these recurring payments through a subscription record in the CRM. This enables HubSpot to automatically bill the buyer based on the schedule you set on the payment link or quote, and you won't need to create new payment links or quotes for each payment. 

Learn more about collecting and managing subscriptions in HubSpot.

Reporting

With a connected Stripe account, you can report on your revenue either in HubSpot or in Stripe. HubSpot offers the following options for revenue reporting:

• Create a payments report dashboard to analyze payments revenue using a set of default reports.
• If you have a Professional or Enterprise subscription, you can build custom reports using the report builder.