HubSpot

Enrich HubSpot Contact records and improve the Customer Support workflow by accessing Recent Payments directly in the Contact view. Easily resolve customer inquiries about recent purchases by immediately accessing the transaction details. Review the transaction details and efficiently go to that payment directly in Stax to take action.

Customer Management

Enrich your Customer view and actions in HubSpot. The card view allows you to view recent payment-related details. The following actions are available: Send Receipt, Send Invoice, and Deep Link to view the transaction and take action.

Tracking Payment Details

Key details of the payment are available, such as Payment Type, Status, Transaction Date, Processed by, Payment Method, and Payment Expiration. A public link to access the transaction directly within Stax to take action. These values will stay up to date in HubSpot and assist in streamlining customer support, revenue operations, and more.