Stripe for HubSpot CRM

Installation

• Go to HubSpot Marketplace where you can find the integration Stripe for HubSpot CRM.

• Click on 'Install app'.

• Select the HubSpot account in which you wish to install the integration.

• Click on 'Choose Account'.

• Click on 'Connect app' to install the extension.

• Go to any HubSpot Contact, Company, Ticket or Deal.

• You can view the Stripe Extension section within the panel on the right.

• Click on 'Stripe Invoices'.

• Copy the Stripe Secret Key from the API Keys section of the Stripe Developers page.

• Enter the Secret Key.

• Authorize Stripe account.

Applications

Create Stripe Invoice

• Go to the HubSpot Contact, Deal, Ticket, or Company to create an Invoice.

• At the panel on the right side, view the Stripe Extension.

• Click on 'Stripe Invoices'.

• In case the contact does not have existing Stripe invoices, click on '+Invoice'.

• You would be redirected to the invoice to be created on Stripe.

• Create the Stripe invoice.

• Send the created invoice.

• In case the contact does not have existing Stripe invoices, click on '+Invoice'.

Invoice History

• View the history of Stripe Invoices with the particular Stripe Customer within the application.

Invoice Details

• Select any invoice to view the invoice details.

• Download the invoice pdf or view the particular invoice on Stripe.

• You can also change the status of the invoice to Void or Uncollectable.

• View drafted Stripe invoices within the history as well.

• Send the draft at any time.

• View the details of the drafted invoice.

• You can also send or delete the invoice draft from HubSpot.

Stripe Subscriptions

• Click on the 'All Invoices' drop-down.

• Select 'Subscription Only' to view the Stripe subscriptions of the contact.

• You can now view all the Stripe subscriptions.

• Select any subscription to view the details of the subscription.

Stripe Activity

• Within the HubSpot contact, access the Activity section.

• Click on Filter activity.

• Under Integrations, enable Stripe.

• You can now view the details of the invoice updates under HubSpot Activity.

• Click on the particular Activity to view the details of the update.

• Access the pdf and view the invoice on Stripe from the Activity.

Extension Settings

• Click on your Ulgebra profile within the application to access the extension settings.

• Here you can view the general features, admin settings and advanced settings of the integration.

Integration Tab

• Select 'Open in New Tab'.

• Access the extension at all times in a separate tab.

Stripe User Management

• The HubSpot CRM admin can allow users to use a shared Stripe account.

• Select 'Manage App Users'.

• Here you can view the list of HubSpot users.

• Add the required users to enable them to use your Stripe account.

• Remove users to disable them from this feature.

• Also, Add all or Remove all users if required.

• The added HubSpot can view the invitation from the admin of the application settings page.

• Accept the invite from the admin.

• Select the admin account to authorize Stripe.

Incoming Setup

• Select 'Incoming events sync'.

• Enable 'Capture incoming events.

• New HubSpot contacts for Stripe Customers are added.

• In case you do not wish for new HubSpot Contacts to be created, enable 'Ignore events from NEW customers.

Application Analytics

• Select 'App Usage Analytics'.

• View the statistics of the usage of the application.

Reset Application

• Select 'Reset App Configurations'.

• Enter 'confirm' within the space provided.

• Click on 'Reset'.

You can now manage your finances efficiently through Stripe!

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