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All the revenue data you need to close, service, and retain customers.

saas•hapily puts Stripe data directly into your CRM allowing you to fully understand the current products purchased, pricing, upgrades/downgrades, and even allow your sales team to give refunds and other Stripe actions.

Combine that with a powerful, flexible quote template that accepts global payments and bank transfers and you’re closing like closet doors.

Tap into your existing buyers with the knowledge of what they need and when.

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Easily Access Purchase History 

Every purchase made, from single transactions to ongoing subscriptions can be viewed on Contact and Company levela. Access details like payment amounts, upcoming billing dates, and the most recent invoice with ease.

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Upgrades and Downgrades Revealed

Every time a subscription changes value, we create an object to represent that data point. In the CRM you’ll be able to understand each client’s lifecycle and tailor your conversations to what matters.

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Stack Rank Your Accounts on the Fly

With purchase behavior visible even at the company level, you can organize your follow-ups by which products they have, amount spent, longevity, or any other datapoint from Stripe.

The Ultimate in Transforming Quotes into Revenue

Accept dozens of payment methods directly on a HubSpot quote

Dozens of payment types available in Stripe and Zaybra’s custom quote template allows you to accept them seamlessly. No need for Stripe access to take credit cards, ACH, BACS, or even Google/Apple pay from the standard quoting process in HubSpot.

Create a transaction of any type in the CRM

Whether you're processing a single transaction using a previously stored payment method, accepting credit card payments over the phone, or transitioning customers from older products to new upgrades, it all happens in moments. Enjoy unparalleled authority to manage transactions directly within HubSpot.

Scrumptious dashboards that you'll never close.

Recurring Revenue/Retention Metrics

Accurate MRR reports to gauge your team’s success. See churn and related retention metrics in a few clicks.





Automatically create renewal Deals and have subscriptions associated as they come in. Leverage association labels to report strictly on renewal revenue.





Commission Reporting

Commissions and sales reporting are now unified with sales activity within HubSpot. Build custom commissions dashboards based on actual revenue recognition.




Rep Leaderboards

Gamify your sales floor with scoring of sales, deals closed, upsells, etc. All of the data from Stripe now lives comfortably and easily accessible within HubSpot.


activity based reports


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. 

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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.

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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.

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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. 

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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.

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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.


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