Integrations · CRM
Every Order, Automatically Synced to HubSpot
When a client places an order through your storefront, their contact record, deal, and full purchase history appear in HubSpot without any manual entry.
What Gets Synced
Three HubSpot Objects, Fully Populated
No partial syncs. Every order writes a complete, linked record across all three objects.
Contact Record
Every buyer is automatically created or updated as a Contact in HubSpot. If the contact already exists, we update their record rather than create a duplicate.
- ✓ Full name
- ✓ Email address
- ✓ Phone number
- ✓ Company name
- ✓ Shipping address
Deal Record
Each completed Stripe order becomes a Deal in your default pipeline, already marked Closed Won so your revenue reporting is accurate from day one.
- ✓ Deal name (Order ID + customer name)
- ✓ Deal amount
- ✓ Pipeline stage (Closed Won on payment)
- ✓ Close date
- ✓ Line item summary
Note / Engagement
A detailed note is attached to the Contact record so your sales team can see the full purchase history without leaving HubSpot.
- ✓ Stripe session ID
- ✓ Payment status
- ✓ Order total
- ✓ Full line item breakdown
- ✓ Timestamp
How It Works
From Checkout to HubSpot in Seconds
Client places an order
A customer completes checkout through Stripe on your storefront.
Stripe fires a webhook
Stripe sends a signed checkout.session.completed event to your Soto & Segovia portal endpoint.
Contact is created or updated
We search HubSpot for the customer's email. If found, we update the record. If not, we create a new Contact.
Deal is created
A new Deal is created in your HubSpot pipeline with the order amount, date, and line item detail, and linked to the Contact.
Note is added
A timestamped note with the full order breakdown is attached to the Contact so your team has the complete picture.
Requirements
What You Need
Active HubSpot account
Any paid HubSpot plan with CRM access. Starter, Professional, or Enterprise.
HubSpot Private App Token
A private app token with read/write access to Contacts, Deals, and Notes. We walk you through creating it.
Active Soto & Segovia portal account
You need an active distributor or client portal account with Stripe connected.
That's it
No developer required. Our team handles the webhook configuration and field mapping on our end.
Get Connected
Set Up Your HubSpot Integration
Fill out the form and our team will contact you within 24 business hours to complete the connection. We handle the configuration, you just need your HubSpot portal ID and a private app token ready.
✓ Setup completed within 1 business day
✓ No developer required on your end
✓ Custom pipeline and field mapping available
✓ Included with all portal plans