Partnerships TouchSuite Connect HubSpot CRM
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TouchSuite Connect for HubSpot CRM

HubSpot is the CRM of choice for SMB and mid-market sales teams — but there's no native bridge to payment processing. TouchSuite Connect fills that gap: HubSpot deals automatically trigger invoices and TouchSuite payment capture, and payment status flows right back into your CRM pipeline.

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What Gets Connected

TouchSuite PaymentsCards, ACH, digital wallets
TouchSuite Connect™Integration middleware
HubSpot CRMDeals · Contacts · Pipeline stages
The Problem
HubSpot Tracks Deals — But Doesn't Know If They've Been Paid
HubSpot is great at moving deals through your pipeline. But the moment a deal closes, payment lives somewhere completely different — and nothing in HubSpot knows whether the customer has actually paid, when, or how much is still outstanding.

Payment Status Missing from CRM

HubSpot contacts and deals have no payment status field — sales reps can't tell if a customer has paid, is overdue, or has an open dispute.

Invoice Creation Is a Manual Step

When a HubSpot deal closes, someone manually creates the invoice in a separate system — adding delay, errors, and extra steps to every sale.

No Deal-to-Payment Workflow

HubSpot workflows can move deals through pipeline stages, but there's no native way to trigger a payment in TouchSuite when a deal reaches "Closed Won."

Duplicate Customer Records

Customers exist in HubSpot and also in your payment processor — with different field structures, creating confusion and duplicate outreach.

The Solution
TouchSuite Connect Connects Your HubSpot Pipeline to Payment Processing
TouchSuite Connect integrates HubSpot CRM with TouchSuite via TouchSuite Payment Hub — so your deal pipeline drives your payment workflow, and payment status flows back into HubSpot automatically. No custom code, no separate tools.
  • Deal-to-Payment Workflow

    When a HubSpot deal reaches your "Closed Won" stage, TouchSuite Connect automatically generates an invoice and triggers payment capture in TouchSuite — no manual step.

  • Invoice from HubSpot Deal

    TouchSuite Payment Hub generates invoices using HubSpot deal data — deal amount, line items, contact, and company — no re-entry, no mistakes.

  • Payment Status Back in HubSpot

    When TouchSuite captures, declines, or refunds a payment, the status updates the HubSpot contact and deal record immediately — your sales team sees it in the CRM.

  • AR Automation in the CRM Context

    Overdue payment events trigger HubSpot tasks or sequences automatically — keeping collections visible and consistent without a separate AR system.

Key Capabilities
Built for SMB and Mid-Market Revenue Teams Using HubSpot

Deal-to-Payment Workflow

HubSpot pipeline stage changes drive automated payment requests in TouchSuite — your CRM workflow is your payment workflow.

Invoice from HubSpot Deals

TouchSuite Payment Hub generates payment invoices from HubSpot deal data — amount, contact, company, and line items — automatically on deal close.

Payment Status Back in CRM

TouchSuite payment events (captured, failed, refunded) sync back to HubSpot deal and contact records immediately — full payment visibility in the CRM.

Customer Self-Service Portal

Customers can view and pay HubSpot-linked invoices online — payment confirmation syncs back to the HubSpot contact and deal record automatically.

How It Works
Three Steps from HubSpot Deal to Captured Payment
1

Connect TouchSuite to TouchSuite Connect

TouchSuite is configured as the payment processor — TouchSuite Connect connects to HubSpot via API with standard OAuth, no custom coding required.

2

Map Your HubSpot Pipeline Stages

Our integration team maps your HubSpot deal stages, contact and company fields, and line items to TouchSuite payment triggers and TouchSuite Payment Hub invoice rules.

3

Deals Close → Payments Flow → Status Updates in HubSpot

Deal closed → invoice generated → payment captured → payment status updates in HubSpot. Your team sees it all in the CRM without switching tools.

Pricing
Simple, Transparent Pricing

TouchSuite Connect

$0/mo
$0/mo · $0 upfront · Included with TouchSuite account

TouchSuite Processing

Interchange-Plus
Actual card cost + small fixed margin · No surprises

Both platforms include onboarding, dedicated support, and integration assistance. Both options come with a $0/mo & $0 upfront — requires active TouchSuite merchant account.

Get a Custom Quote
$0/mo & $0 upfront — requires active TouchSuite merchant account