Connect Wise to HubSpot and give your team a clearer view of customer payments, transaction history, and account activity—without switching between platforms.
Integrate Wise & HubSpot today.
Installation availability may be limited while account connections and transaction matching are tested.
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.
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.
Get started with Wise and HubSpot by submitting the installation form at the bottom of the page, you will be redirected to approve the app and can complete the set up directly in HubSpot.
Connect your Wise accounts to HubSpot.
Configure the appropriate account access permissions.
Start matching Wise transactions with HubSpot records.
Installation availability may be limited while account connections and transaction matching are being tested.
Complete the form to request installation of the Wise–HubSpot integration.