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.
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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.
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.
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.
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.
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.
Why Integrate IQ?
Our four pillars for delivering successful outcomes on complex projects.
Mastery of Complexity
We thrive on custom API integrations, multi-system migrations, and “messy data” that makes others pause. Full support for standard and custom objects across your stack is table stakes for us.
Pragmatic Innovation
Real problems, shipped solutions. Our proprietary Smart Ramp apps were developed to fill gaps in HubSpot capabilities and solve real-world customer problems. The same practical mindset powers our HubSpot AI Accelerator: We focus on data readiness and shipped outcomes, not shiny features.
De-Risking the Process
Complex projects demand clarity. Our Smart Process runs on an 8-12 week cadence with stage gates, transparent deliverables, and clear pricing. That’s how we maintain a 98.5% customer retention rate.
The Expert You Call
We’re a developer-led team of integration engineers, solution architects, and technical PMs. Clients describe us simply: 'the folks you call when something seems impossible.'
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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.
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