💰 The "Handshake" vs. The "Wire Transfer"

Your sales rep marks a deal "Closed Won." They ring the gong. They collect their commission.

But has the money actually hit the bank?

In most companies, there is a "Revenue Gap."

1. Sales closes the deal in HubSpot.

2. Finance manually creates an invoice in Stripe/QuickBooks (2 days later).

3. The customer forgets to pay.

4. Finance chases them via email.

5. Sales has no idea the invoice is unpaid.

This gap creates "Revenue Leakage" and friction.

Closing deals and digital signatures

You need to close the loop. You need Stripe living inside HubSpot.

When you integrate the two, you stop tracking "Promises" (Deals) and start tracking "Cash" (Payments). Here is how to build the "Quote-to-Cash" engine.

💳 Workflow 1: The "Payment Link" (Speed)

The Pain: Waiting for PDF invoices to be signed and wired.

The Fix: HubSpot Quotes + Stripe.

The Process: Your rep creates a Quote in HubSpot. They select "Stripe" as the processor.

The Experience: The customer clicks the link. They sign the contract. Then, they enter their Credit Card on the same page.

The Result: The Deal moves to "Closed Won" automatically. The cash is captured instantly. No "check is in the mail."


💳 Workflow 2: The "Failed Payment" Alert (Churn Prevention)

The Pain: A subscription payment fails. Finance sends a generic email. The customer ignores it. Service shuts off. The customer churns.

The Fix: Stripe-Triggered Workflows.

  • Trigger: Stripe Event Payment Failed.
  • Action: Create "High Priority Task" for the Account Manager (Not Finance).
  • The Script: "Hey John, looks like the card on file expired. I can fix that right now."
  • Result: A "Service" conversation saves the account, not a "Collections" email.

💳 Workflow 3: The "Revenue" Reporting (Truth)

The Pain: Your "Sales Dashboard" shows $1M booked. Your "Bank Account" shows $800k collected. Why?

The Fix: Stripe Data Sync.

Sync Stripe "Transactions" into HubSpot.

Build a Dashboard: "Booked vs. Billed vs. Collected."

The Insight: You can see exactly which reps are closing "bad deals" (deals that don't pay) versus "good deals" (deals that pay instantly).

Closing deals and digital signatures

⚠️ The "HubSpot Payments" Alternative

  • Use HubSpot Payments: If you want everything native and simple (US Only).
  • Use Stripe: If you are Global, need complex tax logic, or already have a massive Stripe history. (The integration supports both).

Cash is King.

A deal isn't closed until the money is in the bank.

If your Sales and Finance teams are working in silos, you are leaking cash.

Connecting Stripe to HubSpot aligns everyone around the only metric that matters: Revenue.

Not sure how to map the "Subscription" object?

Get Paid Faster

This is part of our Free HubSpot Health Check. We will audit your "Revenue Operations." We'll connect Stripe, build the "Payment Link" templates, and ensure your "Closed Won" automation actually collects the cash.

Get Paid Faster.Get Free Hubspot Audit.