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Set up your first integration
Quickly connect GoCardless to HubSpot with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate GoCardless with HubSpot - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Payment Authorisation Request" from GoCardless.
Add your action
An action happens after the trigger—such as "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects GoCardless and HubSpot, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Payment Authorisation Request
Triggers when a new mandate or instant bank payment (IBP) has been initiated and billing information is requested.
Try ItTriggerInstant - Mandate Activated
Triggers when a payment mandate is activated.
Try ItTriggerInstant - New Mandate Created
Triggers when a payment mandate is created.
Try ItTriggerInstant - Failed Payment
Triggers when a payment fails.
Try ItTriggerInstant
- Payment Authorisation Approved
Triggers when a customer successfully sets up their billing information.
Try ItTriggerInstant - Mandate Cancelled
Triggers when a payment mandate is cancelled (manually by a customer or because the billing period ended).
Try ItTriggerInstant - Payment Confirmed
Triggers when a payment has been collected, but not yet paid out to your account.
Try ItTriggerInstant - Payment Paid Out
Triggers when a payment has been paid out to your account.
Try ItTriggerInstant
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Practical ways you can use GoCardless and HubSpot
Track failed payments in HubSpot
When a payment fails in GoCardless, Zapier can create a new ticket in HubSpot to track and manage the failed payment. This allows business owners to have good visibility on payment failures and ensure that they are addressed promptly without manual tracking.
Business OwnerCreate HubSpot contacts for new payment authorizations
When a new payment authorization is requested in GoCardless, Zapier can automatically create or update the associated contact in HubSpot, allowing the marketing team to have complete and up-to-date customer information for campaigns and segmentation.
Marketing & Marketing OpsUpdate HubSpot with secured payments
Whenever a payment is secured in GoCardless, Zapier can automatically create an engagement in HubSpot, ensuring the project team is updated on payment status. This keeps the project workflow aligned with financial milestones.
Project ManagementLearn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about GoCardless + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with GoCardless and HubSpot
How do I connect my GoCardless account with HubSpot?
To connect GoCardless with HubSpot, first ensure you have access to both accounts. In our interface, select GoCardless as your trigger app and HubSpot as your action app. Follow the prompts to authorize both accounts, which will enable data exchange between them.
What triggers are available when integrating GoCardless with HubSpot?
When you integrate GoCardless with HubSpot through our platform, you can use triggers such as 'New Payment Created', 'Payment Failed', or 'Subscription Canceled'. These allow for real-time updates in your CRM whenever these events occur in GoCardless.
Can I automatically create a contact in HubSpot for every new customer in GoCardless?
Yes, using our integration, you can set up an action to automatically create or update a contact in HubSpot whenever a new customer is added in GoCardless. Simply map the customer data fields from GoCardless to the contact fields in HubSpot.
What actions can I perform in HubSpot based on events from GoCardless?
With our integration, incoming events from GoCardless like 'New Chargeback' or 'Subscription Payment Due' can trigger actions such as creating tasks, updating deals, or sending notifications within HubSpot.
Is it possible to manage subscriptions from within the HubSpot interface after integrating?
While direct management of subscriptions must still be handled through the GoCardless dashboard, our integration allows you to receive alerts and updates about subscription activities directly within your HubSpot account.
Do I need technical skills to integrate and configure triggers between GoCardless and HubSpot?
No technical skills are required. Our platform provides an intuitive setup where you simply select triggers and actions through a user-friendly interface. Detailed guides are also available to assist you throughout the process.
How can I synchronize payment statuses from GoCardless with my CRM data in HubSpot?
Use our feature that maps payment status updates from GoCardless directly into fields within your CRM system on HubSpot. This ensures that your sales team always has up-to-date payment information linked with each contact or deal record.
