HubSpot Diamond Solutions Partner

HubSpot + Braintree Integration: The Revenue Engine Your Ops Team Needs

Stop treating payments as a backend function. Connect Braintree’s transaction data to HubSpot to automate dunning, segment by lifetime value (LTV), and close the loop between sales and finance.

98.5%
Client Retention
275+
Platforms Integrated
16B+
Fields Synced Annually
HubSpot Diamond Partner

Get Your Free HubSpot Consultation + Claim The 2025 CRM Growth Playbook Instantly for FREE

Discover how top companies use their CRM to power marketing, sales & growth. No spam. No sales pitch. Just expert insights from certified HubSpot professionals.

🎁Bonus: Submit the form to Instantly download The 2025 CRM Growth Playbook for highest ROI
(Offer valid for Limited Time Only)

Empower Finance & Ops with Clean CRM Data

Give your finance team the confidence that customer data is accurate without manual reconciliation. By syncing HubSpot data to Braintree, you ensure that billing information matches the customer relationship record perfectly.

Automatically create new Braintree customers with correct billing details when a HubSpot deal is marked "Closed-Won".

Reduce payment failures by syncing updated email and contact information from HubSpot to Braintree immediately.

Eliminate manual data entry by auto-generating invoices or subscriptions in Braintree based on HubSpot deal line items.

Trigger alerts for account managers in HubSpot when a Braintree dispute is opened, allowing for proactive resolution.

Braintree Dashboard

Give your finance team the confidence that customer data is accurate without manual reconciliation. By syncing HubSpot data to Braintree, you ensure that billing information matches the customer relationship record perfectly.

Integrate IQ has consistently shown they can be trusted with even the most complex projects. I know our customers are in great hands and that the job will always get done right.

Kathleen Rush

Manager, Strategic Partner Development Team at HubSpot

Turn Payment Data into a Marketing Machine

Your HubSpot platform is blind to your actual revenue. Our integration pipes real-time transaction and subscription events from Braintree back into HubSpot, allowing you to market based on buying behavior, not just clicks.

Automate Dunning: Trigger a HubSpot email workflow immediately when a subscription_charged_unsuccessfully event fires in Braintree.

Segment by Spend: Build high-value lists in HubSpot based on real-time LTV calculations from Braintree transactions (e.g., "Whales: Spend > $5k").

Win Back Churn: Automatically enroll customers in a "Win-Back" campaign when a subscription is canceled in Braintree.

Upsell at the Right Time: Notify sales reps to reach out when a customer hits a specific transaction volume or billing milestone.

Hubspot Rept

Your HubSpot platform is blind to your actual revenue. Our integration pipes real-time transaction and subscription events from Braintree back into HubSpot, allowing you to market based on buying behavior, not just clicks.

A Flexible Sync Architecture for Payments

Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.

Built for Your Business Process

Handling financial data requires precision. We build your sync logic around Braintree's canonical event model, ensuring you capture every settlement, failure, and dispute without noise.

  • Bi-Directional & Uni-Directional Sync: Keep contact info synced both ways, while pushing transaction data one-way from Braintree to HubSpot for security and reporting.
  • Real-time & Scheduled Syncs: Use webhooks to trigger instant actions on failed payments, while running nightly batches for reconciliation reports.
  • Custom Sync Logic & Triggers: Create rules that fit your needs. Sync a transaction only if it is "Settled," or trigger a deal creation only on the first successful charge.
  • High-Volume Data Handling: We architect the solution to manage high-volume subscription events and transaction streams, ensuring your CRM doesn't lag during peak sales.

Comprehensive Object and Field Mapping

We map the data that matters, connecting your bank account's reality to your sales team's dashboard.

HubSpot

Braintree

  • Contacts
  • Companies
  • Deals
  • Custom Objects
  • Custom Objects
  • Activity Timeline
  • Customers
  • Custom Fields / Metadata
  • Transactions (One-time)
  • Subscriptions
  • Disputes
  • Payment Events (Charged, Failed)
  • Contacts Customers
  • Companies Custom Fields / Metadata
  • Deals Transactions (One-time)
  • Custom Objects Subscriptions
  • Custom Objects Disputes
  • Activity Timeline Payment Events (Charged, Failed)

Transparent, Project-Based Pricing

No surprises. Clear scope, clear acceptance tests. We believe in straightforward pricing so you know exactly what to expect before we begin.

We fix what others can't: 50% Of our customers hired us to fix a failed integration.

A failed integration is more than a technical problem: it's a drain on time, budget, and morale. We are the specialists that leading companies like MetLife trust to handle their most mission-critical data flows. We don't rely on fragile connectors or simplistic platforms because we know they can't handle enterprise scale. Our approach is built on robust, custom development and a deep understanding of both HubSpot and the systems you need to connect it to. Partnering with us isn't just another attempt; it's an investment in certainty.

Trusted by Leaders, Proven by Results

Trusted by High-Growth Companies

See why leaders at scaling companies partner with Integrate IQ's experts.

I've been working with Integrate IQ for over 2 years now. We've had several outside systems that we wanted integrated with our HubSpot instance. From project planning and scoping, through build, and after deployment support, the team at Integrate IQ has been exemplary to work with. They've delivered on all commitments, helped established reasonable time frames for deliverab…

Marohn, M

We've partnered with Integrate IQ for over five years to develop integrations between our complex and not-so-widely-known ERP. They understand HubSpot's strengths, weaknesses and limitations, and are able to easily adapt to our evolving needs. They had an ownership change a few years ago, but that did not impact their expertise/service. We really appreciate our relationship…

Craychee, A

Integrate IQ has been great to work with! As someone who can be intimidated when things get too technical, they made the process of outlining our integration very approachable and understandable. They're great to work with and built the integration that we asked for, and then continued to work with us to fine-tune the tool over time as we figured out exactly what we needed.

Lauren Little

Integrate has been fantastic to work with. They helped us implement our CRM, design a framework for our pipeline that works perfectly and they built out an integration between HubSpot and Netsuite which allows our data to flow seamlessly. They've been an invaluable partner in our growth.

Whipple, M

We worked with Integrate IQ on a complex integration and now we have a fantastic solution that makes HubSpot work even better!

Ben Donahower

HubSpot Is the Platform. We Make It Perform

Why Businesses Trust Integrate IQ for a Smarter HubSpot Experience

Category
HubSpot Direct
Integrate IQ
Setup Approach
Guided setup with best-practice coaching.
Done-for-you configuration — we build and optimize everything for you.
Integrations
Standard native apps and limited connectors.
Custom integrations with 275+ platforms — fully tested and supported.
CRM Migrations
Basic import support.
Complete migration from any CRM — clean data, mapped fields, zero downtime.
Technical Capability
Advisory-focused.
Engineer-led builds with API, automation, and custom object expertise.
Ongoing Support
Ticket-based, reactive
Dedicated partner support, proactive optimization & monitoring
Team Expertise
Generalists across thousands of accounts
Senior HubSpot engineers with 275+ complex integrations delivered
Frequently Asked Questions

Frequently Asked Questions

We never sync raw credit card numbers to HubSpot. We sync tokens, transaction statuses, and last-4 digits, ensuring your marketing team has context without compliance risk.

Yes. We map the subscription_charged_unsuccessfully webhook from Braintree to a HubSpot property or event, which can trigger an automated email sequence to the customer.

Yes. We can perform a one-time backfill of your Braintree history into HubSpot Deals or Custom Objects so you have immediate visibility into lifetime value.

Zapier is great for simple triggers, but our integration handles high-volume events, historical backfilling, and complex logic like "only sync if transaction > $100" that zaps often miss.

Yes. We map Braintree currency fields to HubSpot's multi-currency deals, ensuring your reporting matches your actual bank deposits.

See Your Revenue Data in Action

Stop guessing which leads are actually paying you. Schedule a discovery call to see how a unified HubSpot and Braintree system can automate your billing ops and drive retention.

Schedule Your Integration Discovery Call
Contact Us Book A Meeting