HubSpot Diamond Solutions Partner

HubSpot + Recurly Integration: Automate Your Subscription Revenue Lifecycle

Connect your GTM engine to your subscription billing platform to automate the quote-to-cash process, eliminate data silos, and gain a 360-degree view of your customer revenue data.

Empower Your GTM Teams with Real-Time Subscription Intelligence

By syncing critical subscription and billing data from Recurly directly into HubSpot, you provide your sales and customer success teams with the complete financial context of every account. This visibility enables proactive conversations, reduces churn risk, and streamlines the critical sales-to-finance handoff.

Gain Full Customer Visibility: Equip your teams with direct access to subscription status, plan details, MRR, and billing history on HubSpot contact and company records.

Proactively Reduce Churn: Create automated HubSpot tasks and notifications for account managers when key Recurly events occur, such as failed payments, dunning status, or upcoming renewals.

Automate Sales-to-Billing Handoffs: Instantly create new accounts and subscriptions in Recurly the moment a deal is marked Closed-Won in HubSpot, eliminating manual data entry and costly errors.

Accelerate Issue Resolution: Enable customer success and support teams to answer billing inquiries faster with direct access to subscription and invoice data within their primary CRM.

By syncing critical subscription and billing data from Recurly directly into HubSpot, you provide your sales and customer success teams with the complete financial context of every account. This visibility enables proactive conversations, reduces churn risk, and streamlines the critical sales-to-finance handoff.

Unlock Advanced Revenue Marketing & Operations in HubSpot

Transform HubSpot from a marketing and sales platform into a comprehensive revenue operations engine. By enriching your CRM with the financial truth from Recurly, you can build sophisticated, data-driven campaigns and workflows that directly impact MRR and customer lifetime value (LTV).

Build Hyper-Targeted Segments: Create dynamic lists in HubSpot based on Recurly data like current subscription plan, trial status, add-on usage, or MRR for precise up-sell and cross-sell campaigns.

Automate the Subscription Lifecycle: Trigger powerful HubSpot workflows from any billing event, such as launching a trial-to-paid conversion sequence or a win-back campaign after a subscription is cancelled.

Enhance Lead Scoring & Qualification: Use valuable financial signals from Recurly to refine your lead scoring model, helping you prioritize prospects who mirror your most valuable existing customers.

Achieve Accurate Revenue Reporting: Build comprehensive dashboards in HubSpot that accurately attribute marketing and sales efforts to the recurring revenue they generate in Recurly.

Transform HubSpot from a marketing and sales platform into a comprehensive revenue operations engine. By enriching your CRM with the financial truth from Recurly, you can build sophisticated, data-driven campaigns and workflows that directly impact MRR and customer lifetime value (LTV).

A Flexible & Customizable Sync Built for Your Revenue Workflow

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

Built for Your Business Process

Off-the-shelf connectors force you into a rigid, one-size-fits-all data model. We believe your integration should adapt to your business, not the other way around. Our solution is custom-configured to map to your specific plans, add-ons, and unique quote-to-cash process.

  • Bi-Directional & Uni-Directional Sync: Control the flow of information precisely, whether you need to create subscriptions from HubSpot or update HubSpot with billing status from Recurly.
  • Real-time & Scheduled Syncs: Trigger data transfers instantly based on field updates or schedule high-volume syncs to run at intervals that suit your operational needs.
  • Custom Sync Logic & Triggers: Implement complex, rules-based logic to control exactly which records sync, ensuring your data remains clean and relevant to your teams.
  • High-Volume Data Handling: Our architecture is built to reliably process hundreds of thousands of records, ensuring scalability as your subscription business grows.

Comprehensive Object & Field Mapping

We support the standard and custom objects you rely on to run your subscription business. Our deep mapping capabilities ensure all relevant data points are connected between HubSpot and Recurly for a truly unified view.

HubSpot

Recurly

  • Contacts
  • Companies
  • Deals
  • Custom Objects
  • Leads/Contacts
  • Accounts
  • Opportunities
  • Custom Objects
  • Contacts Leads/Contacts
  • Companies Accounts
  • Deals Opportunities
  • Custom Objects Custom Objects

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Frequently Asked Questions

Frequently Asked Questions

While basic connectors can sync contacts, our solution is built for complex revenue operations. We offer deep, bi-directional syncing for custom objects and fields, and the ability to build complex logic that mirrors your specific quote-to-cash process (e.g., creating subscriptions with multiple, specific add-ons based on HubSpot deal line items).

Absolutely. We can perform a one-time historical sync to populate HubSpot records with past subscription and billing data. This provides immediate value by enabling LTV analysis and giving your sales and success teams the complete historical context of every customer relationship.

Yes, this is a core strength of our platform. We can configure the integration to read product line items on a HubSpot Deal and use that data to create a single subscription in Recurly with the correct base plan and all associated add-ons, completely automating your sales-to-billing handoff.

We provide granular control over the data flow. You can set field-level permissions to make sensitive financial data "read-only" in HubSpot, preventing accidental changes. Our platform also uses rules-based conflict resolution to ensure that the designated system of record for financial data (Recurly) always maintains control.

Get Your Free HubSpot Consultation!

A seamless integration is the foundation for scaling a modern subscription business. Schedule a complimentary discovery call with our experts today to map out your process and design your ideal quote-to-cash workflow.

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