Seamless Integration Solutions: Optimizing HubSpot with Paypal and Stripe

Customer ABC, an online enterprise specializing in cryptocurrency holdings, faced challenges accessing sensitive data stored in their Paypal and Stripe accounts. This hindered their ability to effectively assist customers. Native integrations were impractical due to limitations in data mapping and refund functionalities.

Due to the time-sensitive nature of the integration project and the limited budget that Customer ABC  had, a custom-built integration was not an option. Thus, after researching the best possible avenue, the HubSnacks team presented Customer ABC  with a Hosted integration solution that allowed the integration project to be completed in a shorter period of time and at a fraction of the cost. 

In order to ensure that the integration does not interfere with the client's live HubSpot account until everything is set up to the customer's preference, the integration is first created in a test HubSpot account. After the integration solution gets sign off from the customer, the HubSnacks team will proceed and build out the integration in the customers live HubSpot account.  

The hosted integration solution would be built into the StackSync integration platform and allow for HubSpot Private App API’s to be used in a way that gets maximum usage out of all software involved. The StackSync integration platform also allowed a seamless way to generate a reliable integration between various systems for the Customer ABC  team. 

The hosted integration solution also allowed for the following optimisation of the integration setups:

• The HubSnacks team was able to link online Stripe payments back to the corresponding deal and contact by streamlining the Stripe integration.
• The HubSnacks team was able to link online PayPal payment back to the corresponding deal and contact by streamlining the Paypal integration.
• A Refund process was also built out in HubSpot for the Customer ABC ’s team to initiate refunds from both Paypal and Stripe. 

Do you want a solution like this?

When a customer, such as Customer ABC , approaches HubSnacks, the following tested and perfected methodology is followed to ensure that each customer gets the best integration solution they desire. 

Once an integration request comes in, the HubSnacks integration team evaluates what is required, how best the integration can be done and if the integration is possible within the desired scopes. By doing so, the HubSnacks team can ensure that all possible software in a desired integration can be optimally utilised.

After thoroughly researching every possible integration avenue, the HubSnacks integration team will present an integration solution to a customer with a detailed overview of the data flow. 

Succeeding an agreed-upon quote, the HubSnacks Integration team will set up a meeting with the integration customer to start the integration project with a kickoff meeting. 

The purpose of this call will be for the HubSnacks Integration team to understand
the current set-up of the customer's software that they wish to have integrated.

During the integration kick-off call, the HubSnack team will require a live
demo/walkthrough of the current software set-up. This allows the HubSnacks team to create an accurate Scope of Work (SOW). 

The HubSnacks team conducts a Full Tech Stack Audit after the initial call. During this audit, the team looks into prior use cases to speed up the integration installation, assesses what can be handled by Operation Hub, and contacts our elite support team in HubSpot to run a checklist of best practices against this client's use cases.

Once the best integration path is confirmed,  the HubSnacks Integration team will create a Scope of Work (SOW) document outlining the work to be completed. The Scope of Work (SOW) will include a detailed summary of the customers' integration requirements.

This Scope of Work will then be sent to the customer and discussed and optimised during Call 2. Once the final Scope of Work is defined, agreed upon, and signed by both parties, the HubSnacks Integration team will start with the integration.

A third call is then needed for the HubSnacks team to present the proposed data mappings used during the integration. This will ensure that the data that will be transferred will be done in an efficient way so that the customer can easily understand the new integration/systems set-up. The third call will also be utilised to discuss custom objects and properties required by the HubSnacks team for successful integration.

The 4th and final call that will then be scheduled with the customer will happen as soon as the required integrations are set up and ready to be handed over. During this session, the HubSnacks team will explain to the customer how the integration works and do a live demonstration of the integration. 

As a result of the successful integration of the various software mentioned above, the Customer ABC  team has now been empowered to:

1. Record a payment that happens in Stripe and Paypal in HubSpot. Associated the payment made with the responsible contact and deal.

2. Distinguish the payment source for each payment made
   Track failed payments, refund requests and outstanding balances of customers