A popular free CRM with powerful marketing, sales, and service hubs that scale as your business grows.
Full ReviewThe Stripe and HubSpot CRM integration connects your payment platform with your customer relationship management system, enabling you to see payment data on contact and company records, track revenue alongside sales activities, and trigger CRM workflows based on payment events. While there is no native first-party integration, several well-established connectors are available in the HubSpot App Marketplace, including Stripe by HubSpot (native data sync), third-party apps like Stripe Integration by Coefficient, and Zapier-based workflows.
Once connected, HubSpot contact records display Stripe payment history, subscription status, lifetime revenue, and invoice details. Sales and success teams can see at a glance whether a customer is on a paid plan, which plan they are on, when their subscription renews, and whether any payments have failed. This context is invaluable for retention, upsell, and support conversations.
The result is a CRM enriched with real financial data. Instead of treating CRM deals and actual revenue as separate data points, the integration unifies them — making your pipeline, customer health scores, and reporting far more accurate and actionable.
Go to the HubSpot App Marketplace (Settings > Integrations > Connected Apps > Visit App Marketplace) and search for "Stripe." Review the available options. The HubSpot native Stripe integration (if available in your region) provides basic payment sync. Third-party apps like Stripe Data Sync by Coefficient or Chargebee HubSpot Connector offer deeper functionality. For custom workflows, use Zapier. Choose the option that matches your needs and click Install.
After installing the connector, click Connect to Stripe. You will be redirected to Stripe's authorization page. Sign in to Stripe and authorize the integration to read your account data (customers, charges, subscriptions, invoices). Click Connect. The connector will confirm the connection and begin the initial data sync.
Configure how Stripe customers are matched to HubSpot contacts. The primary matching method is email address — the integration looks up each Stripe customer's email in HubSpot. Configure whether to create new HubSpot contacts when no match is found, or only link existing contacts. Also set up company-level matching if you want Stripe data to appear on HubSpot company records.
Map Stripe data fields to HubSpot contact properties. Common mappings include: Stripe Customer ID to a custom HubSpot property, Current Subscription Plan to a custom property, Subscription Status (active, cancelled, past due) to a custom property, Monthly Recurring Revenue (MRR) to a custom property, and Lifetime Revenue to a custom property. Create these custom properties in HubSpot before configuring the mapping.
Configure which Stripe events create timeline entries on HubSpot contacts. Key events include: successful payments, failed payments, subscription created, subscription cancelled, subscription renewed, refunds issued, and invoice sent. Each event creates a timestamped activity on the HubSpot contact timeline, giving your team a chronological view of the customer's payment history.
With Stripe data in HubSpot, create automated workflows. Go to Automation > Workflows in HubSpot. Example workflows: send an email when a payment fails (enrollment trigger: Stripe subscription status equals "past_due"); notify the account owner when a customer cancels (trigger: Stripe subscription status changes to "cancelled"); create a task for the success team when a customer upgrades their plan.
Create HubSpot reports using Stripe data. Go to Reports > Reports > Create report. Build reports like: total MRR by sales rep, churn rate by lead source, revenue by lifecycle stage, and average customer lifetime value. Add these reports to a dashboard for executive visibility into revenue metrics alongside CRM pipeline data.
Most connectors offer configurable sync frequency (real-time webhooks, hourly, or daily), control over which Stripe data objects sync (customers only, or customers plus subscriptions plus invoices), and options for handling historical data import. Some connectors also support syncing Stripe data to HubSpot deals, creating a deal record for each Stripe subscription and updating the deal amount and stage based on subscription status.
| Data | Direction | Frequency |
|---|---|---|
| Customer records and email | Stripe to HubSpot | Real-time or hourly |
| Payment/charge events | Stripe to HubSpot | Real-time (via webhooks) |
| Subscription status and plan | Stripe to HubSpot | On change |
| Revenue metrics (MRR, LTV) | Stripe to HubSpot | Daily calculation |
| Refund and dispute events | Stripe to HubSpot | On occurrence |
Matching relies on email address. If a Stripe customer's email differs from their HubSpot contact email, the integration cannot link them. Ensure email consistency across both platforms. For unmatched customers, you can enable automatic contact creation in HubSpot, but be cautious of creating low-quality contacts.
If subscription amounts or MRR values are stale, check the sync frequency configuration. Some connectors only calculate revenue metrics during scheduled syncs rather than in real-time. Verify the connector's sync log for errors or stalled sync jobs. Also check that Stripe webhook endpoints are properly configured in the Stripe Dashboard under Developers > Webhooks.
High-volume Stripe accounts can flood HubSpot contact timelines with payment events. Filter which events are synced — for example, only sync failed payments, subscription changes, and refunds rather than every successful charge. This keeps the timeline useful and readable.
For SaaS companies, build a comprehensive revenue operations setup by combining Stripe data in HubSpot with calculated properties and reporting. Use HubSpot's calculated properties to derive metrics like net revenue retention, expansion revenue, and contraction revenue from Stripe subscription data. Build custom reports that segment MRR by acquisition channel, sales rep, or customer cohort. For the most sophisticated setups, use HubSpot's Operations Hub with custom coded actions to calculate complex revenue metrics and sync them back to contact and company records in real-time.
