HubSpot integration
HubSpot dunning alerts and hand-off tasks for account owners
HubSpot dunning means bringing failed payment status from your billing system into HubSpot so the right person can act. RevRescue syncs past due amounts, decline reasons and recovery steps to HubSpot companies and contacts, and creates a task for the account owner when a high-value customer stays unpaid, so nothing important waits in an inbox.
Why failed payments belong in your CRM
In most subscription companies, failed payments live in the billing system and nobody in sales or customer success sees them. An account manager can run a cheerful quarterly review with a customer whose last two invoices bounced. A renewal call gets booked for an account that is about to lapse for a reason nobody discussed. Meanwhile automated reminders go to a billing contact who left the company months ago.
HubSpot is where your team already looks every day. Putting payment health next to deals, tickets and notes means the person who owns the relationship can make one phone call and save an account that automated emails would never reach. That is the human part of churn prevention that software alone cannot do.
What RevRescue writes into HubSpot
- Payment status properties on the company and contact, such as past due amount, days past due, decline reason and next scheduled step.
- Timeline events for each failed charge, retry, card update and recovery, so the full story sits on the record.
- Tasks for the account owner when an account crosses the MRR threshold you set, with the amount, reason and a suggested message.
- Recovery outcome written back when the invoice is paid, so tasks close themselves and reports stay accurate.
- Lists and workflows ready to use. Because the data is stored in normal properties, you can build HubSpot lists, views and workflows on it without extra tools.
How the hand-off to account owners works
Not every failed payment needs a human. A 30 USD seat on a monthly plan is best handled by retries and a card update link. A 6,000 USD a month customer is different. RevRescue lets you set a threshold, and above it the account follows a parallel path.
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1
Charge fails
RevRescue classifies the decline and starts the automated sequence as usual.
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2
Threshold check
If the account MRR is above your level, a task is created for the HubSpot owner of the company, due the same day.
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3
Owner reaches out
The task includes the amount, the decline reason in plain words and the card update link to share.
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4
Outcome syncs back
When the payment succeeds the task closes, the timeline shows the recovery and the account drops off the Revenue at Risk dashboard.
Which billing systems feed HubSpot
RevRescue reads failed payments from Stripe, Shopify, Chargebee and Paddle, matches each billing customer to a HubSpot company by domain or email, and keeps the sync running in both directions for status. You can review and fix matches in the workspace before anything is written.
| CRM | Available on |
|---|---|
| HubSpot | Growth, Scale and Enterprise |
| Pipedrive | Growth, Scale and Enterprise |
| Salesforce | Scale and Enterprise |
Building HubSpot workflows on payment status
Because RevRescue stores payment health in ordinary HubSpot properties, your operations team can use the tools they already know. A few patterns work well for most subscription companies. Create a saved view of companies with a past due amount above zero, sorted by MRR, and pin it for the success team. Add a workflow that pauses marketing upsell emails while an account is past due, so a customer with a failed card does not receive a promotion for a bigger plan. Use the days past due property in renewal deal stages to flag risk early, and add the recovery outcome to your churn reports so finance and success look at the same numbers.
None of this needs custom code. When the invoice is paid, the properties reset and the account leaves every list automatically.
Pricing for HubSpot sync
HubSpot sync is included from the Growth plan, 299 USD a month or 149 USD a month billed yearly, for MRR up to 250,000 USD. Scale and Enterprise include it as well. Pricing is a flat fee by MRR band and never a percentage of what you recover. Full details on pricing. The same data also powers win-back campaigns and follow-up on unpaid invoices.
Frequently asked questions
Can HubSpot alert me when a payment fails?
HubSpot does not see billing events on its own. RevRescue writes failed payment status into HubSpot properties and creates tasks, so you can be alerted through tasks, workflows or notifications.
Does RevRescue send emails from HubSpot?
No. Dunning messages are sent by RevRescue. HubSpot receives status, timeline events and tasks for the account owner.
How are billing customers matched to HubSpot companies?
By email domain and contact email, with a review screen to confirm or correct matches before syncing.
Which plan includes the HubSpot integration?
Growth, Scale and Enterprise. Starter covers billing integrations without CRM sync.
Can I choose who gets the hand-off task?
By default it goes to the HubSpot company owner. You can also route it to a fixed person or team.
Put payment health where your team already works
Enter your MRR and failed payment rate. The estimate takes under a minute and needs no signup.