> Create the contact and the deal in HubSpot on every purchase, with the products as line items. Source: https://plandalf.com/platforms/hubspot CRM integration # Connect HubSpot to Plandalf Create the contact and the deal in HubSpot on every purchase, with the products as line items. [Start your 14-day free trial](https://admin.plandalf.dev/signup)[Request the HubSpot step](mailto:hello@plandalf.com?subject=Plandalf%20integration%20request%3A%20HubSpot) We build the HubSpot step in 24 hours. No credit card required. **Stripe** **Plandalf** **HubSpot** - `checkout.completed` - `invoice.paid` - `invoice.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. PPlandalf checkout - Checkout completed**Studio Pro · $199.00** - Buyer**alex@studio.co** - Sequence**HubSpot 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. 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. 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. 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. 4. **Also with Promos:** drop the Plandalf countdown image into a HubSpot email; enrol HubSpot contacts via a Workflow. [Promos docs →](https://plandalf.com/docs/timers/embedded-promos) 5. [Request the HubSpot step →](mailto:hello@plandalf.com?subject=Plandalf%20integration%20request%3A%20HubSpot) Plandalf · Automations 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. Integrations ## Keep your site. Upgrade how it sells. Plus a fully documented REST API and webhook layer for whatever’s not in the list. - ![Stripe](https://plandalf.com/images/integrations/stripe.svg) - ![PayPal](https://plandalf.com/images/integrations/paypal.png) - ![Klaviyo](https://plandalf.com/images/integrations/klaviyo.png) - ![Mailchimp](https://plandalf.com/images/integrations/mailchimp.png) - ![ConvertKit](https://plandalf.com/images/integrations/convertkit.png) - ![ActiveCampaign](https://plandalf.com/images/integrations/activecampaign.png) - ![MailerLite](https://plandalf.com/images/integrations/mailerlite.png) - ![Drip](https://plandalf.com/images/integrations/drip.png) - ![Flodesk](https://plandalf.com/images/integrations/flodesk.png) - ![Beehiiv](https://plandalf.com/images/integrations/beehiiv.png) - ![Customer.io](https://plandalf.com/images/integrations/customer_io.png) - ![Postmark](https://plandalf.com/images/integrations/postmark.png) - ![SendGrid](https://plandalf.com/images/integrations/sendgrid.png) - ![HubSpot](https://plandalf.com/images/integrations/hubspot.png) - ![Intercom](https://plandalf.com/images/integrations/intercom.png) - ![Kajabi](https://plandalf.com/images/integrations/kajabi.png) - ![Teachable](https://plandalf.com/images/integrations/teachable.png) - ![Circle](https://plandalf.com/images/integrations/circle.png) - ![Ghost](https://plandalf.com/images/integrations/ghost.png) - ![MemberPress](https://plandalf.com/images/integrations/memberpress.png) - ![Webflow](https://plandalf.com/images/integrations/webflow.png) - ![Framer](https://plandalf.com/images/integrations/framer.png) - ![Shopify](https://plandalf.com/images/integrations/shopify.png) - ![WordPress](https://plandalf.com/images/integrations/wordpress.png) - ![Squarespace](https://plandalf.com/images/integrations/squarespace.png) - ![Wix](https://plandalf.com/images/integrations/wix.png) - ![Next.js](https://plandalf.com/images/integrations/nextjs.png) - ![React](https://plandalf.com/images/integrations/react_app.png) - ![Vue](https://plandalf.com/images/integrations/vue_app.png) - ![Avalara](https://plandalf.com/images/integrations/avalara.svg) - ![TaxJar](https://plandalf.com/images/integrations/taxjar.svg) - ![Slack](https://plandalf.com/images/integrations/slack.png) - ![Zapier](https://plandalf.com/images/integrations/zapier.svg) - ![Tolt](https://plandalf.com/images/integrations/tolt.png) - [\+ more](https://plandalf.com/integrations "All integrations") 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. ![Aarogorn](https://plandalf.com/images/faces/aarongorn.png)![Bilbert](https://plandalf.com/images/faces/bilbert.png)![Buildo](https://plandalf.com/images/faces/buildo.png)![Foundo](https://plandalf.com/images/faces/foundo.png)![Legoli](https://plandalf.com/images/faces/legoli.png) 15\+ years testing every pricing model under the sun. Every part of Plandalf comes from a real checkout problem we’ve had to solve ourselves. [Start your 14-day free trial](https://admin.plandalf.dev/signup) No credit card required. Nothing to migrate.