HubSpot and Stripe Integration for a Security Service Provider Company
About The Company:
Our client, a leading Managed Security Service Provider (MSSP), serves the Department of Defense and private organizations. Specializing in security and innovation, They help clients navigate compliance and contract management complexities.
Customer Challenges:
Marketing their sensitive, time-critical products and services requires a robust and integrated tech stack. For this reason, Client relied on HubSpot’s Ops Hub and its advanced features, such as data sync, custom-coded workflows, and programmable automation, to optimize its CRM strategy. They faced several unique challenges:
- Sensitive Document Delivery: Clients needed to purchase compliance documents from the website, but the links to these documents had to expire after a set time, ensuring security.
- Inefficient Billing Management: The absence of automated invoicing and reporting processes hampered efficiency.
- Data Attribution Issues: Peerless struggled to move data from Stripe into HubSpot, limiting its ability to track ad spend performance and associate revenue with the sales team.
- Resource Constraints: Building custom solutions without inflating costs was essential.
These challenges necessitated a streamlined solution that could handle sensitive data and ensure operational efficiency.
Solutions:
Following solutions were implemented by us:
Custom Payment Integration: Using Ops Hub, a secure integration was developed to connect Stripe and HubSpot.
This included:
- Generating expiring links for document downloads through an API gateway.
- the private Stripe key to be secured to maintain data integrity.
- Using a hidden HubSpot form to confirm successful payments and trigger workflows.
Automated Workflows: The integration employed custom-coded workflows via HubSpot Ops Hub. These workflows:
- Stored data on the customer’s contact record.
- Deployed personalized email tokens for seamless document delivery.
Revenue Tracking: Data from Stripe was synced into HubSpot, enabling Peerless to attribute revenue directly to its sales team and measure ad spend ROI.
Integration steps:
To integrate Stripe with HubSpot, we start by navigating to Sales > Payments > Payments in HubSpot account and clicking 'Connect Stripe' in the top right corner. After confirming the company is based in the United States and agreeing to the Stripe Integration Beta Terms, we follow the on-screen instructions to set up a Stripe account, which involves providing account details, completing business information (if required), and setting up two-factor authentication. Once completed, we were redirected back to HubSpot. Payment status now displays 'Ready to transact' label. Now the integration is complete, we can seamlessly manage subscriptions, payment links, quotes, and invoices directly in HubSpot, streamlining payment processes and enhancing workflow efficiency.
Results:
The integration provided tangible benefits:
- Enhanced Security: Peerless delivered highly sensitive, personalized documents securely, meeting strict compliance standards.
- Improved Efficiency: Automating invoicing and payment workflows saved time and reduced errors.
- Revenue Attribution: Sales teams could effectively track revenue and performance metrics using data synced from Stripe to HubSpot.
- Cost Savings: Avoiding the need for additional integrations or ongoing custom development reduced expenses.
- Better Customer Experience: The seamless workflow improved user experience, ensuring timely and secure document delivery.
Technology and Tools Used:
HubSpot, Stripe
Final Words:
By leveraging HubSpot’s Ops Hub and its API capabilities, CloudCache Consulting helps client successfully navigate its challenges, aligning its CRM strategy with business needs. The integration not only enhanced operational efficiency but also empowered the company to maintain security and control over sensitive data.
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