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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98.5%

Client Retention

300+

Platforms Integrated

20B+

Fields Synced Annually

HubSpot Diamond Partner

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

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(Offer valid for Limited Time Only)

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.

Kathleen Rush

Manager, Strategic Partner Development Team at HubSpot

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

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.

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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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 deliverables, and kept lines of communication open.

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 with IIQ and recommend them to anyone looking to embed HubSpot deeper into their organization's systems.

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

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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.