Stripe + HubSpot integration

Plandalf and HubSpot are not natively connected, and Plandalf does not sync Stripe customers or invoices into HubSpot. HubSpot has its own Stripe payment-processor connection for sales it collects itself. For Plandalf sales, a Send Webhook step can write the buyer to HubSpot's contacts API, or post to a workflow you build.

1. Get a HubSpot token

   Create a private app in HubSpot with permission to write contacts and copy its access token. Check HubSpot's developer docs for the exact scope names and header format.

2. Add the template or build a sequence

   In Plandalf open Automation, then Templates, and add Buyers to a CRM by webhook for your checkout. Or create the sequence yourself with Checkout Completed as the trigger.

3. Point Send Webhook at HubSpot

   Set the URL to HubSpot's batch upsert contacts path, the method to POST and an Authorization header holding the bearer token. Batch upsert matches on email, so a returning buyer updates rather than duplicates.

4. Write the body

   Set idProperty to email and the input's id to {{trigger.customer_email}}, then add properties for first name from {{trigger.customer_first_name}} and last name from {{trigger.customer_last_name}}. HubSpot notes that partial upserts are not supported when email is the identifier, so read its page before trimming fields.

5. Test the step

   On the Test tab pick a recent checkout as the sample, run the step and open the contact in HubSpot. The step test is real, so use your own email.

6. Add the refund path

   Create a second sequence on Invoice Refunded with Full refunds only left on, and send a property update so HubSpot can remove the contact from a customers list.

• HubSpot's Send a webhook action is available with Data Hub Professional or Enterprise, needs Edit or Super Admin permissions, and only accepts HTTPS URLs. Plandalf's older platform page names a different hub, so check your HubSpot subscription.
• HubSpot's article on connecting Stripe describes payments collected through HubSpot, and says it does not address payments made directly in Stripe. Do not expect a Plandalf sale to appear in HubSpot payments.
• One Stripe account can connect to one HubSpot account, and HubSpot Payments and a connected Stripe account cannot both be on. Check this before you switch if you already use HubSpot invoicing.
• A webhook step does not create a deal. Contact upsert is a separate call from deal creation, and each needs its own step and mapping.
• Plandalf's Send Webhook is a configured HTTP request. It waits 30 seconds for a reply and promises no retries, so read the Events view after the first live sale.

Does Stripe integrate with HubSpot?

Yes, HubSpot lets you connect a Stripe account as its payment processor for HubSpot invoices, quotes and payment links. That is separate from Plandalf, which reaches HubSpot by webhook after its own checkout.

How do I connect Stripe to HubSpot?

For HubSpot's own payments, connect Stripe from HubSpot's payment settings as a Super Admin. For Plandalf purchases, publish a Stripe-backed checkout and add a Send Webhook step to HubSpot's contacts API.

Can Plandalf send Stripe purchases to HubSpot?

Yes, as a webhook that writes a contact, which you build. Plandalf has no HubSpot app, so it will not create deals, line items or payments on its own.

Can a HubSpot workflow start a Plandalf countdown?

Yes, with a Send a webhook action that posts to a Plandalf catch URL. Plandalf then runs Enroll in Promo with the contact's email as the ref.

Checked October 26, 2026 against Plandalf's own setup guides and the vendor documentation: HubSpot Knowledge Base: use webhooks with workflows, HubSpot Knowledge Base: connect Stripe as a payment processor, HubSpot Knowledge Base: use Stripe with HubSpot, HubSpot developers: CRM contacts API.