CRM integration
Connect HubSpot to Plandalf
Create the contact and the deal in HubSpot on every purchase, with the products as line items.
We build the HubSpot step in 24 hours. No credit card required.
StripeHubSpotcheckout.completedinvoice.paidinvoice.voided
Overview
How HubSpot and Plandalf split the work
Plandalf sells and records the purchase. HubSpot gets the contact, the deal and the paid status, without retyping.
- Checkout completedStudio Pro · $199.00
- Buyeralex@studio.co
- SequenceHubSpot step ran
Built for you in 24 hours
HubSpot runs as a step inside a Plandalf sequence. Tell us what should happen in HubSpot and we build the step for your account within 24 hours. From then on, when a checkout completes, an invoice is paid or a buyer takes an upsell, the HubSpot step can create contact, create deal or add tag, with the buyer's email and name, the products and the price paid already filled in.
HubSpot owns
- Contacts, deals and pipelines
- Sales activity and notes
- Reporting
Plandalf owns
- The checkout and the payment
- Creating and updating the paid record
- Renewals, as each invoice is paid
Set it up
Connect HubSpot in three steps
We build the HubSpot step for your account in 24 hours. After that it works like every other app.
- 1
Tell us what it should do
Open the chat on this page. Name the event that starts it (checkout completed is the usual one) and what should happen in HubSpot.
- 2
We build the HubSpot step
Within 24 hours the HubSpot step is in Automations for your account. Connect your HubSpot account once, right there in the editor.
- 3
Add it to a sequence
Pick the trigger, add the HubSpot step and choose create contact, create deal, add tag. Run a test checkout to watch it fire, then switch it on.
- Also with Promos: drop the Plandalf countdown image into a HubSpot email; enrol HubSpot contacts via a Workflow. Promos docs →
- Request the HubSpot step →
- Browse HubSpot connections →
Triggers and actions
Start with the sale. Build whatever comes after.
Any checkout event can start an automation with the whole order in hand. Stack the steps, wait between them, branch on what was bought.
HubSpot runs as a native step. See every integration
Checkout completedOrder #4821 · Maya Chen · $249.00FiredAdd or update contactHubSpotDoneFinds Maya in HubSpot, or creates her, and tags the purchase.
ContactUpdated just nowIntegrations
Keep your site. Upgrade how it sells.
Plus a fully documented REST API and webhook layer for whatever’s not in the list.
Questions
Common questions about HubSpot and Plandalf
The short answers. The docs have the long ones.
Is there a HubSpot step in Plandalf?
We build it for your account within 24 hours of you asking. Tell us what starts it and what should happen in HubSpot; the step then sits in Automations like any other app: connect the account once, pick the action.
What does Plandalf do in HubSpot?
The HubSpot step can create contact, create deal, add tag. Each carries the buyer's email and name, the products, the price paid, the coupon and the offer they bought from.
Can a HubSpot change trigger something in Plandalf?
Yes, where HubSpot exposes the event. A stage change or tag can start a Plandalf sequence, for example to send a save offer.
Can I disconnect HubSpot later?
Yes. Disconnecting revokes access; records already created in HubSpot stay there, and the sequence history stays in Plandalf.
The team
Built by a team obsessed with conversion.
15+ years building SaaS businesses together. Every part of Plandalf comes from a real checkout problem we’ve had to solve ourselves.
No credit card required. Nothing to migrate.