1. First, install the Stripe App to create your Finrite account.
2. From the Stripe App, link your HubSpot account.
3. Once this is complete, our app looks up all subscriptions in your Stripe account that were created and billed to someone with the same email address or domain as one of your HubSpot contacts. These are considered linked for the purpose of showing their details in HubSpot.
4. In HubSpot, enable the app card to show at the company and contact level. You’ll then see the corresponding Stripe details inside your HubSpot account.
5. At this stage we still don’t have enough information to tie these subscriptions and invoices at the deal level. Visit connector.finrite.co and log in to confirm which of the possible deals they tie to — this completes the linkage at the deal level.