GoCardless + HubSpot

Create or update HubSpot contacts for new GoCardless mandates

Simplify your customer management process with this efficient workflow. Whenever a new mandate is created in GoCardless, the contact information is instantly updated in HubSpot. That way, you can ensure your contact details in HubSpot are always fresh and up-to-date without having to manually make changes. This time-saving automation helps keep your focus on building strong relationships with your customers.

Simplify your customer management process with this efficient workflow. Whenever a new mandate is created in GoCardless, the contact information is instantly updated in HubSpot. That way, you can ensure your contact details in HubSpot are always fresh and up-to-date without having to manually make changes. This time-saving automation helps keep your focus on building strong relationships with your customers.

  1. When this happens...
    GoCardlessGoCardless
    New Mandate Created

    Triggers when a payment mandate is created.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Create or Update Contact

    Creates a new contact or updates an existing contact based on email address.

    ActionWrite
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Supported triggers and actions

  • GoCardless triggers, actions, and search

    New Payment Authorisation Request

    Triggers when a new mandate or instant bank payment (IBP) has been initiated and billing information is requested.

    Trigger
    Instant
    Try It
  • GoCardless triggers, actions, and search

    Mandate Cancelled

    Triggers when a payment mandate is cancelled (manually by a customer or because the billing period ended).

    Trigger
    Instant
    Try It
  • GoCardless triggers, actions, and search

    Payment Secured

    Triggers when a payment has been collected, but not yet paid out to your account.

    Trigger
    Instant
    Try It
  • GoCardless triggers, actions, and search

    Payment Paid Out

    Triggers when a payment has been paid out to your account.

    Trigger
    Instant
    Try It
  • GoCardless triggers, actions, and search

    Payment Authorisation Approved

    Triggers when a customer successfully sets up their billing information.

    Trigger
    Instant
    Try It
  • GoCardless triggers, actions, and search

    New Mandate Created

    Triggers when a payment mandate is created.

    Trigger
    Instant
    Try It
  • GoCardless triggers, actions, and search

    Failed Payment

    Triggers when a payment fails.

    Trigger
    Instant
    Try It
    • CurrencyRequired

    • GoCardless Customer ID

    Action
    Write
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gocardless logo

About GoCardless

GoCardless is a payments platform helping businesses collect payments directly from customer bank accounts.
Learn more

Related categories

  • Payment Processing
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hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn more

Related categories

  • Marketing Automation

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