Skip to content

FOR MEMBERSHIPS

Put your members first with end-to-end revenue management within HubSpot.

Whether you’re a mastermind group or a discount club, if you take your membership dues with Stripe and use HubSpot, saas•hapily puts full management of your revenue directly in the CRM. Start off by syncing all of your historical data and then build every report you always wanted, linking your sales and marketing data to your payments.

Start Your Free 7-Day Trial Now!

Centralize Your Revenue Tracking and Management.

icon (4)

Integrate your historical data & instantly sync new data

Once you set up saas•hapily, your full Stripe account data integrates seamlessly with HubSpot, unlocking immediate value from day one. By utilizing Stripe’s webhooks, any activity within Stripe is mirrored in HubSpot in real time, showcased directly on the activity timeline for comprehensive monitoring.

 

icon (5)

Create, update, cancel, pause, and refund memberships

Now, your team has the power to seamlessly control subscription statuses directly from the Contact record. Whether it's adding new products, processing payments over the phone, issuing full or partial refunds, or discontinuing services, saas•hapily places all these capabilities at your fingertips.

 

icon (6)

Get the last invoice or generate new invoices in Hubspot

Don't bog down your finance teams with tasks like checking payment statuses or resending invoices. Seamlessly integrate Stripe data with Contacts, Subscriptions, and Transactions, ensuring the latest invoice and payment link are always accessible, simplifying your workflow to just a click away.

 

Powerful Automation & Data Attribution

 
Create powerful automation to update and engage members

saas•hapily enables HubSpot workflow automation triggered by Stripe events, like new subscriptions or failed payments. Enhance engagement with tailored thank you emails or notify account managers of payment issues, all while growing your member base efficiently.

Bring true payments data attribution to your dashboards

With Stripe’s data integrated into HubSpot, gain deep insights into actual revenue from sales and marketing efforts. Easily report on key metrics like aging AR, churn, upgrades, membership duration, and VIP spending—everything your executive needs.

Frequently Asked Questions

Does saas•hapily allow me to update subscriptions from within HubSpot?

Yes! You can add any necessary changes to a subscription on a contact record’s saas•hapily CRM card.

Does saas•hapily show upgraded/downgraded subscriptions?

Yes! Whenever an upgrade/downgrade is made on a subscription, saas•hapily updates the original subscription record in HubSpot. It also creates a new subscription record to reflect the change to the subscription. 

Learn more

Is saas•hapily available outside of the U.S.?

Yes! saas•hapily is available internationally. It even includes a multicurrency feature so you can manage payments from around the world.

Learn more

Does saas•hapily allow you to map existing Stripe products to your HubSpot instance?

Yes! Part of the saas•hapily setup process includes mapping Stripe products to HubSpot Products.

Learn more

Does saas•hapily sync historical transactions and subscriptions?

Yes! saas•hapily all historical transaction and subscription data on your Stripe account and carries it over to your HubSpot. HubSpot Commerce will actually only sync data that was created in HubSpot. Any data created after the initial sync will be brought over as well.

Does saas•hapily allow you to sync multiple Stripe accounts?

Yes! saas•hapily allows you to sync as many Stripe accounts to HubSpot as you need!

Does saas•hapily let you create Stripe invoices from within HubSpot?

Yes! saas•hapily’s CRM card lets you create both payment links and invoices directly from HubSpot. 

Learn more

Does saas•hapily allow you to associate subscriptions and transactions to other objects in the CRM?

Yes! Because saas•hapily brings subscriptions and transactions to HubSpot as object records, you can associate them to as many records as you like.

Learn more

Does saas•hapily allow you to add custom properties to transaction and subscription objects?

Yes! Because saas•hapily syncs Stripe transactions and subscriptions to HubSpot as custom object records, you can add as many custom properties as you want.

Want to learn more about saas•hapily's features? Check out our knowledge base and blog.

REQUEST A DEMO TODAY

Learn how to streamline your business with the ultimate HubSpot + Stripe Integration: