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Marvin_Morgan24
Member

Tracking customer payments

SOLVE

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 Accepted solution
Jnix284
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Tracking customer payments

SOLVE

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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3 Replies 3
PTitov
Member

Tracking customer payments

SOLVE

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.

0 Upvotes
PamCotton
Community Manager
Community Manager

Tracking customer payments

SOLVE

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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0 Upvotes
Jnix284
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Tracking customer payments

SOLVE

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