HubSpot Diamond Solutions Partner
HubSpot & EZPay Direct Integration: Connect Your CRM to Your Revenue
Bridge the gap between your GTM teams and your payment gateway. This integration syncs EZPay Direct transactions, subscriptions, and invoice data directly with HubSpot.
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Automate Your Billing and Free Your Finance Team
Stop wasting time on manual data entry between your CRM and your merchant processor. This integration uses HubSpot as the trigger, automating your entire order-to-cash process in EZPay Direct.
Automate Invoice Creation: When a HubSpot deal is marked "Closed Won," automatically create a new customer and a new invoice in EZPay Direct with the deal amount.
Set Up Subscriptions Seamlessly: Trigger a new recurring billing plan in EZPay Direct the moment a "Subscription" deal is closed in HubSpot, complete with the correct terms.
Streamline Onboarding: Automatically send a hosted checkout link or email invoice to a customer from EZPay Direct as the final step in your HubSpot sales workflow.
Give Context to Your Billing Team: Sync key HubSpot properties (like "VIP Account" or "Sales Rep") to the EZPay Direct customer record for better internal visibility.
Stop wasting time on manual data entry between your CRM and your merchant processor. This integration uses HubSpot as the trigger, automating your entire order-to-cash process in EZPay Direct.
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 Your Payment Data into a Marketing Goldmine
Your payment gateway is a rich source of customer intelligence. This integration pipes that data back into HubSpot, giving your GTM teams the insights they need to drive retention and growth.
Trigger Workflows from Payment Events: Automatically enroll a customer in a HubSpot workflow when their EZPay Direct payment fails, is refunded, or a chargeback is initiated.
Prove Marketing ROI: By syncing actual paid transactions from EZPay Direct back to the HubSpot deal, you can finally use HubSpot's attribution reporting on real, collected revenue.
Create Hyper-Targeted Segments: Build smart lists in HubSpot based on EZPay Direct data. Show us all "Active Subscribers", "Customers with a failed payment," or "High-value customers" for targeted campaigns.
Empower Sales and Service: Give your team a "Payments" card on the HubSpot contact record. Let them see a customer's full transaction history, subscription status, and any open invoices before they make a call.
Your payment gateway is a rich source of customer intelligence. This integration pipes that data back into HubSpot, giving your GTM teams the insights they need to drive retention and growth.
A Flexible Sync Built for Your Revenue Process
Your revenue model is unique; your integration should be too. Standard connectors and middleware tools are one-size-fits-all. We build a custom, bi-directional sync that maps to your exact logic for handling payments, decline recovery, and recurring billing.
Built for Your Business Process
Your revenue model is unique; your integration should be too. Standard connectors and middleware tools are one-size-fits-all. We build a custom, bi-directional sync that maps to your exact logic for handling payments, decline recovery, and recurring billing.
- Bi-Directional & Uni-Directional Sync: We configure a two-way sync for customer data to keep HubSpot and EZPay Direct aligned. We map payment events one-way to HubSpot to create a clean, permanent financial record.
- Real-time & Scheduled Syncs: Sync new "Closed Won" deals to EZPay Direct in real-time to generate an invoice instantly. Run scheduled, nightly syncs to update all customer records with their lifetime value.
- Custom Sync Logic & Triggers: We build the rules you need. Automatically create a HubSpot support ticket if an EZPay Direct chargeback is logged. Only sync a deal if it includes a "high-risk" product.
- High-Volume Data Handling: Whether you're a high-risk merchant with thousands of daily transactions or a SaaS business with complex subscriptions, our integration is built for scale and reliability.
Comprehensive Object & Field Mapping
We connect your entire revenue process, from HubSpot deals to EZPay Direct transactions.
HubSpot
EZPay Direct
- Contacts
- Companies
- Deals
- Subscriptions
- Products / Line Items
- Custom Object (Payments)
- Tickets
- Customers
- (Associated via Customer)
- Transactions / Invoices
- Recurring Billing Plans
- Invoice / Transaction Line Items
- Individual Transactions
- Chargebacks / Disputes
- Contacts Customers
- Companies (Associated via Customer)
- Deals Transactions / Invoices
- Subscriptions Recurring Billing Plans
- Products / Line Items Invoice / Transaction Line Items
- Custom Object (Payments) Individual Transactions
- Tickets Chargebacks / Disputes
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.
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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.
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Frequently Asked Questions
Simple triggers are brittle. Our custom solution provides a deep, bi-directional sync with robust error handling. It's built to manage complex financial logic, like decline recovery and subscription management, not just one-way data pushes.
Yes. We map your EZPay Direct recurring billing plans to the HubSpot Subscriptions object. This allows you to see subscription status, next renewal date, and MRR directly in HubSpot.
We sync these events from EZPay Direct to HubSpot. A failed payment can trigger a dunning workflow, while a chargeback can automatically create a high-priority service ticket and alert the account owner.
Yes. We can configure the integration so that when a HubSpot Deal is moved to "Closed Won," it automatically generates a new, itemized invoice in EZPay Direct and sends it to the customer.
See What a Truly Unified Revenue Pipeline Looks Like
Ready to connect your sales pipeline directly to your bank account? Schedule a free discovery call. We'll map out your entire order-to-cash process and show you how a custom integration can eliminate manual work and prove your ROI.
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