Connect Wise to HubSpot and give your team a clearer view of customer payments, transaction history, and account activity—without switching between platforms.
Start with a 14-day free trial, then continue for $29/month.
14-day free trial. Then $29/month.
Customer and company records should include more than sales activity. The Wise–HubSpot integration adds relevant Wise transaction data directly to HubSpot, giving sales, finance, and operations teams a shared view of the customer relationship.
Connect your Wise Business account through the integration settings and keep it connected until you choose to disconnect.
Choose the appropriate connection permissions before connecting, including read-only access for teams that only need transaction visibility.
Maintain control over how the integration accesses your Wise account.
Display relevant Wise transaction history directly on associated HubSpot company and contact records.
Review payment amounts, currencies, transaction dates, statuses, and other key details without opening Wise separately.
Spend less time searching across systems for payment information.
The integration uses available company and contact information to associate Wise transactions with the appropriate HubSpot records.
Company matching can use business identifiers such as email domains, while contact matching can use recipient email information.
Give teams useful payment context without relying entirely on manual data entry.
View summarized Wise activity such as:
Quickly understand the financial relationship behind each customer or contact.
Sync Wise activity into HubSpot so that relevant transaction information remains accessible to the teams responsible for sales, service, finance, and customer operations.
Reduce disconnected spreadsheets, manual updates, and internal requests for payment information.
Give customer-facing teams visibility into whether payments have been received, when transactions occurred, and what activity is associated with the account.
Respond to customers with better context and fewer internal handoffs.
Use Wise transaction data inside HubSpot workflows to support invoice reconciliation as payments are received.
Payment activity can trigger workflow logic that helps identify, reconcile, and update invoices without relying on manual checks between Wise and HubSpot.
Reduce manual reconciliation work and keep payment status closer to the customer record.
Wise data can be stored in HubSpot properties, making it available for CRM views, lists, reporting, workflows, and other HubSpot processes.
Turn payment information into usable CRM data rather than leaving it isolated in a separate platform.
Start with a 14-day free trial and test the integration before your first monthly charge.
14-day free trial
Submit the installation form to start your free trial. You will be redirected to approve the app and can complete the setup directly in HubSpot. After the trial, the integration is $29/month.
Connect your Wise accounts to HubSpot.
Configure the appropriate account access permissions.
Start matching Wise transactions with HubSpot records.
14-day free trial. $29/month after the trial period.
Complete the form to begin your Wise–HubSpot integration trial.