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

Sign up for ClearSync

  1. Review the System Requirements to make sure that ClearSync will work for you.
  1. Sign up for a ClearSync account by visiting app.clearsync.ai/sign-up
      • Either Continue with Google or create an account with your business email:
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  1. Create a ClearSync Organization for you and your team to join:
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Connect ClearSync to HubSpot

  1. The Setup Wizard will launch, where you can install ClearSync in your HubSpot account:
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Connect ClearSync to Stripe

  1. Connect ClearSync to Stripe via a secret or restricted API key. ClearSync asks for read-only permissions. We never modify your Stripe data.
    1. If you need a teammate to get you access to the Stripe API key, just send them this link so they can create a restricted API key for you.
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Import your Stripe Data into ClearSync

  1. Click the Import button to bring your Stripe data into ClearSync. This allows you to see all your Stripe subscription and MRR data in ClearSync before syncing it to HubSpot.
    1. Depending on the number of Stripe records you have, it may take a few minutes to sync. You can navigate away from the page while the import completes.
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7. Verify your data within ClearSync:
  • You can click into Subscriptions and Events in the navigation to review your Stripe data before ClearSync sends it to HubSpot.

Sync your Stripe Data to HubSpot

  1. Sync your Stripe Data to HubSpot:
      • Decide on your ClearSync settings for:
        • Auto-Create Contacts: If you want ClearSync to automatically create contacts based on their email address from Stripe, keep this setting on (recommended). We will NOT create new contacts in HubSpot if one already exists with that email address.
        • Auto-create Companies: If you want ClearSync to automatically create companies based on their email domain in Stripe, keep this setting on (recommended). We will NOT create new companies in HubSpot if one already exists with that domain. We will NOT create companies for known generic (Gmail, Hotmail, AOL, etc) or spam domains.
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Enable automatic sync to HubSpot πŸ₯³πŸ

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.
Every change from Stripe can be seen in ClearSync as soon as they happen. ClearSync automatically syncs those changes to HubSpot every 6 hours.
Congratulations! You’re all set up and you should now have complete Stripe MRR visibility in HubSpot.
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πŸ“–HubSpot Permissions for ClearSync