Connect your Stripe account as a payment processor in HubSpot (BETA)

If you have an existing Stripe account, you can connect it as a payment processor for HubSpot's commerce 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. 

With this integration set up, 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. 

If you're a super admin in your account, learn how to opt your account into the beta.

Please note: only companies located in the United States conducting business in US dollars are currently eligible for this beta.

Before you begin

A Stripe account can only be connected to one third-party integration or platform at a time. If your existing stripe account is already connected to another platform, Stripe will guide you through creating a new, separate account during the setup process. The new account can be accessed from within your existing account using the same login information.

• This new account will be created using the same legal entity information as your existing account, but will not carry over any historical data from your existing account. You can reach out to your Stripe account manager or support@stripe.com if you need to apply custom rates or transaction limits to your new account.
• You can access this new account from within Stripe along with your existing account using the same login information. In Stripe, switch between accounts by clicking your account name in the upper-left. The new account will feature a HubSpot logo next its name. Learn more about managing multiple accounts in Stripe. 
  
  
• All currently active subscriptions will continue to run in your existing Stripe account and will not be changed, and you can continue to manage these subscriptions within the existing account. Any new subscriptions created by this integration will be synced to the new account.

Connect your Stripe account

To connect your Stripe account to HubSpot:

• In your HubSpot account, navigate to Sales > Payments > Payments.
• In the top right, click Connect Stripe.
• In the right panel, confirm that your company is located in the United States, then select the checkbox to agree to the Stripe Integration Beta 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 info in Stripe. Otherwise, select an existing business you've previously set up, then click Continue.
  • Review the details of your personal info and business, 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.

Once you're done setting up your Stripe account, you can manage subscriptions, payment links, quotes, and invoices in HubSpot.

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.

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

By connecting this integration, you'll be able to 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

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 how to collect and manage recurring payments in HubSpot, including how to view, modify, and cancel subscriptions, and how to use subscriptions with other HubSpot tools.

Please note: through this integration, subscriptions and products will need to be managed in HubSpot, not Stripe.

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.