FinTech moves fast..Your HubSpot should too

Your CRM should be the heart of your GTM and account management teams.

By integrating critical financial datapoints, such as credit scores, accounting and payments info, directly into HubSpot, your GTM teams gain instant access to actionable insights. This added context empowers them to drive revenue by improving customer outreach, personalizing customer acquisition, accelerating payment collections, and generating new sales opportunities. Account management teams can engage with new prospects and develop meaningful relationships turning customers into promoters, driving retention.

Marketing doesn’t stop at acquisition—it thrives on data.

By integrating payment insights into HubSpot, your marketing team can gain full-lifecycle visibility, enabling smarter campaigns, deeper segmentation, and data-driven automation.

Unlock High-Impact Use Cases:

Attribution That Ties Marketing to Revenue

Go beyond lead generation—track which campaigns, channels, and touch points directly drive revenue using real payments data.

Precision Segmentation for Targeted Campaigns

Create hyper-personalized marketing lists based on:

• Purchase history (repeat buyers vs. one-time customers)
• Spending patterns (high-value customers vs. low-engagement users)
• Subscription status (active, churned, or expiring soon)

Automated Triggers for Smarter Engagement

Leverage real-time payment data to:

• Re-engage churned customers when a subscription is canceled
• Upsell high-value customers based on spending trends
• Reward loyalty with exclusive offers for long-term subscribers

Financial data is a goldmine for sales.

By integrating payments data with HubSpot, your sales team can gain real-time visibility into customer purchasing behavior, enabling smarter strategies and better forecasting.

How Sales Teams Can Use Payment Data in HubSpot:

Account-Based Sales with Actionable Insights

Understand customer buying patterns with purchase history & transaction data—so reps can tailor outreach, identify upsell opportunities, and expand key accounts.

Rep Motivation with Real-Time Incentives

Keep your team engaged with:

• Live leaderboards showcasing top performers
• Real-time commission tracking to drive motivation & performance

Smarter Forecasting for Revenue Growth

• Track contract end-dates to proactively plan renewals & expansions
• Set data-driven quotas based on real purchasing trends
• Identify revenue gaps & opportunities before they impact targets

Customer success isn’t just about support—it’s about driving long-term growth and retention.

By integrating payment data into HubSpot, your team can automate engagement, improve account health, and create seamless experiences for every customer.

How Customer Success Teams Can Leverage Payment Data:

Seamless, Automated Onboarding

Trigger personalized onboarding workflows as soon as the first payment is made - ensuring a frictionless start for new customers.

Celebrate Key Relationship Milestones

• Recognize loyal customers with automated appreciation emails or exclusive perks.
• Reward key anniversaries, spending thresholds, or renewal milestones to deepen engagement.

Proactive Account Health Monitoring

• Automate late payment reminders to reduce churn risk.
• Identify at-risk accounts based on payment history and trigger outreach before issues arise.

No matter where you are in your digital commerce journey, integrating payments and financial data into HubSpot has never been easier.

Here are three ways to bring transaction insights directly into your CRM:

• Use HubSpot Payments for a simple, native solution.
• Integrate Your ERP for deeper financial data sync.
• Leverage Stripe integration for a frictionless experience.

Benefits of Stripe integration -

Sync Transactions, Quotes & Subscriptions Instantly

• Changes made in Stripe or HubSpot update live in both systems—no manual input, no errors.

Automated Subscription & Billing Management

• Track and manage MRR per customer directly inside HubSpot.
• View subscription details within HubSpot Payments.
• Create Stripe payment links & recurring subscriptions without leaving HubSpot.

Real-Time Revenue Reporting

Aggregated reporting on all transactions & subscriptions, helping you monitor MRR growth and customer-level revenue trends effortlessly.

Ease up the onboarding process for your FinTech with a purpose-built solution.

Lead with positive first impressions and reduce onboarding abandonment by simplifying the application process with data and AI. Reduce costs on a traditionally labor-intensive process with automation and integration.