Setting up ClearSync

In this guide, we’ll go over the initial setup for ClearSync, the Stripe-to-HubSpot integration designed for recurring revenue teams:

Sign up for ClearSync

Review the System Requirements to make sure that ClearSync will work for you.

Sign up for a ClearSync account via a link provided by the ClearSync team (you can reach out here to request access):

Either Continue with Google or create a user:

Create a ClearSync Organization:

Connect ClearSync to HubSpot

The Setup Wizard will launch, where you can Connect ClearSync to HubSpot:

Connect ClearSync to Stripe

Connect ClearSync to Stripe via an API key:

⬆️ See: 📖 Stripe Permissions for ClearSync

📖Stripe Permissions for ClearSync

Import your Stripe Data into ClearSync

Import your Stripe Data into ClearSync:

7. Verify your data within ClearSync:

You can click into Subscriptions and Events within the ClearSync application to review your Stripe data before ClearSync sends it to HubSpot.

Sync your Stripe Data to HubSpot

Sync your Stripe Data to HubSpot:

Decide on your ClearSync settings for:

Auto-Create Contacts:
Auto-create Companies:

Enable automatic sync to HubSpot 🥳🏁

Now that we’ve finished importing historical Stripe data into HubSpot, we suggest enabling the automatic sync to HubSpot so that your HubSpot stays up to date as things change in Stripe.

📖HubSpot Permissions for ClearSync