saas•hapily vs. DepositFix: How saas•hapily unifies HubSpot and Stripe

DepositFix has made a name for itself when it comes to integrating Stripe and HubSpot, thanks to its easily customizable payment pages and its Stripe to HubSpot syncing. 

But is DepositFix the right solution for your billing model?

Let's dive into what DepositFix can do and how it compares to saas•hapily. 

What is DepositFix?

DepositFix is a payment and subscription management solution that allows users to easily integrate Stripe and PayPal with HubSpot. It enabled users to gather payments through a customized HubSpot Form.

DepositFix also has some subscription and payment management options directly within HubSpot Contact Records, giving users to the ability to create subscriptions and payments in HubSpot. However, those options are rather limited.

DepositFix also comes with some out-of-the-box Workflows that allow you to automate some basic tasks, such as creating a payment or canceling a subscription. 

Feature Comparisons:

Syncing 

DepositFix allows you to connect both a Stripe account and a PayPal account to HubSpot, while saas•hapily supports only Stripe (but not without good reason: you can read more on why Zaybra doesn't connect with PayPal here).

While both DepositFix and saas•hapily sync Stripe data to HubSpot, the two solutions' syncing abilities look very different.

Syncs contacts based on email (creates new contact if email is not found) Contact, subscription, and payment information lives in the Contact Properties in HubSpot. Stripe Timeline events sync to HubSpot No Subscription objects or transaction objects in HubSpot	Syncs contacts based on email (creates new contact if email is not found) Syncs Stripe Customer information to HubSpot Contact properties Stripe Timeline events sync to HubSpot Creates Stripe Subscriptions as Custom Objects or Deals Creates a hapily transaction Custom Object for all Transactions  Creates a subsequent hapily subscription object to record Subscription Upgrades and Downgrades.

One of the biggest differences between the DepositFix and saas•hapily syncs is the fact that DepositFix does not create any subscription or transaction objects. Instead, DepositFix creates a Contact Property Group that stores information about your most recent payment. Therefore, if a customer has multiple payments or subscriptions, there is no good way to view, report on, and use that data in HubSpot Workflows. 

Since saas•hapily creates an object for each Subscription and Transaction, you can create granular HubSpot Reports, Workflows, and quickly view a comprehensive history of your customers' payments and subscriptions.

Additionally, saas•hapily automatically associates the created subscription and transaction objects to the relevant HubSpot contact and that contact's primary company. Therefore, you can create MRR reports at the company level. 

Creating and managing Subscriptions and Payments within HubSpot

Both DepositFix and saas•hapily allow users to manage subscriptions within the right sidebar of a HubSpot Contacts record. As a result, you don't have to invite every sales rep, customer service rep, and admin on your team to your Stripe account. 

Let's look at how the subscription management options in HubSpot differ between the two solutions:

Creating Subscriptions: Create a subscription with one subscription product Managing Subscriptions: Cancel Subscriptions

Creating Subscriptions: Create a subscription with multiple subscription objects Adjust quantities Add coupons and discounts Choose Payment Method Add a new payment method Additional Option to create a Payment Link or Stripe Hosted Invoice that you can send to a customer.  Managing Subscriptions: Cancel Subscriptions Add/remove products from the subscription Add/remove coupons and discounts from the subscription Adjust product quantity Choose proration behavior

Now let's look at the Payment Management options in HubSpot differ between the two solutions:

Creating Payments: Create a custom one off charge where you choose price and currency (not connected to a Stripe Product) Creating Refunds: Refund Payment

Creating Payments: Create a payment that is connected to a Stripe product Add multiple products Add coupons and discounts Choose payment method Add a new payment Method Coming Soon: Create a custom one off charge where you choose price and currency (not connected to a Stripe Product) Coming Mid-2023: Schedule a payment to process in the future Creating Refunds: Refund Payment Choose amount for refund (full or partial refund) Add a note to the refund Select refund reason

saas•hapily's long list of actions in HubSpot is often a concern, as Admins usually do not want every HubSpot user to be able to create transactions, refunds, pause subscriptions, etc. Thankfully, saas•hapily allows you to limit who can access these actions in HubSpot.

Other honorable mentions:

One thing DepositFix does well is allowing users to seamlessly create and embed payment pages. Since DepositFix utilizes HubSpot forms, the form can be customized to your brand. While you can easily create a Stripe Payment Link with saas•hapily, you don't have as much control over the branding of those Stripe Payment Links. 

However, saas•hapily does come with a Custom HubSpot Quote, and a Stripe payment module is embedded directly on the quote. This payment module also supports multiple payment methods such as ACH, BACS, Google Pay, and more. It therefore enables a simplified quote-to-cash process for both your reps and your customers. 

Conclusion

DepositFix is great for creating a custom checkout page and allowing for very minimal subscription/payment management. Unfortunately, the subscription and payment information you can sync is very limited, and not as holistically integrated with HubSpot.

Alternatively, saas•hapily focuses on allowing your marketing, revenue, sales, and service teams to automate their processes, utilize Stripe data, and create a seamless buying journey for your customers. saas•hapily's mission is to lift HubSpot up as a centralized platform; it marries your Stripe and HubSpot information seamlessly, giving your team more opportunities to excel with Stripe and HubSpot.