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Marvin_Morgan24
Miembro

Tracking customer payments

resolver

Hi everyone, 

 

we are currently just starting out with the Stripe payments integration with HubSpot. As we are based outside of the US, HubSpot's own payments tool is not an option for us. Having read some conflicting information on the web, I thought it was best to ask here. Here's our use case: 

We want to be able to send invoices made in Stripe through a payments link to customers. We then want to be able to see which of our customers has clicked on the link and paid and which haven't, both in HubSpot and in Stripe itself. Is this possible? Does anyone have any experience with Stripe who can help us? 

I look forward to hearing from you soon!

 

Kind regards, 

 

Marvin

1 Soluciones aceptada
Jnix284
Solución
Miembro del salón de la fama | Partner nivel Elite
Miembro del salón de la fama | Partner nivel Elite

Tracking customer payments

resolver

Happy to help @PamCotton and @Marvin_Morgan24, connecting Stripe to HubSpot is limited by the native integration - an app like Zaybra (now Saas Hapily) helps extend the capabilities of using Stripe with HubSpot.

 

I'd recommend requesting a demo to verify it will meet your specific needs.

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

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4 Respuestas 4
HEdward0
Miembro

Tracking customer payments

resolver

Hi Marvin,

Thanks for reaching out with your question. Integrating Stripe with HubSpot can be a great solution for managing payments and tracking customer interactions. Here’s how you can achieve what you're looking for:

  1. Sending Invoices: You can create and send invoices through Stripe using payment links. This allows your customers to easily make payments online.

  2. Tracking Payments in HubSpot: To see which customers have clicked on the payment link and completed their payment, you can use HubSpot's integration with Stripe. This integration will help you sync payment information between Stripe and HubSpot, allowing you to track payment statuses directly in HubSpot.

  3. Tracking Payments in Stripe: In Stripe, you can track the status of each payment, see who has paid, and manage your invoices. Stripe’s dashboard provides detailed insights into your transactions.

For more detailed guidance on setting this up, you can refer to Stripe’s and HubSpot’s documentation. Additionally, here’s a useful resource to get you started with integrating Stripe payments and tracking them in HubSpot: Click here to try it out.

I hope this helps! If you have any further questions or need additional assistance, feel free to ask.

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PTitov
Miembro

Tracking customer payments

resolver

Some customer data platforms like Able CDP have connections to both and can report progress of the same customer across HubSpot and Stripe. Can be an option, depending on what needs to happen with the invoice payment data after - is it for reporting conversions per source, is there a marketing automation that needs to run etc.

 

I don't think Stripe Payment Links report views, but you could get failed payment events, as well as refunds.

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PamCotton
Administrador de la comunidad
Administrador de la comunidad

Tracking customer payments

resolver

Hey @Marvin_Morgan24, thank you for posting in our Community!

 

You can create and send invoices directly from your Stripe dashboard. Once you've created an invoice for a customer, you can generate a payment link and send it to them via email or any other communication channel. Once the payment data is synced with HubSpot, you can set up custom reports or dashboards to track payment status, revenue, and other metrics within HubSpot. This allows you to have a centralized view of your sales and payment data.

 

To our top experts @TomM2 and @Jnix284 any recommendations for @Marvin_Morgan24?

 

Thank you,

Pam

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Jnix284
Solución
Miembro del salón de la fama | Partner nivel Elite
Miembro del salón de la fama | Partner nivel Elite

Tracking customer payments

resolver

Happy to help @PamCotton and @Marvin_Morgan24, connecting Stripe to HubSpot is limited by the native integration - an app like Zaybra (now Saas Hapily) helps extend the capabilities of using Stripe with HubSpot.

 

I'd recommend requesting a demo to verify it will meet your specific needs.

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin