Connectors

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HubSpot

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HubSpot contact Stripe billing profile
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Cross-Connector

See a HubSpot contact's Stripe billing without a Stripe login

For support teams answering billing questions who want invoices, charges and failures beside the HubSpot record, by asking their AI assistant.

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HubSpot contact Stripe billing profile
Pull up the billing picture for jordan@fabrikam.com from HubSpot and Stripe.
Jordan Lee at Fabrikam has 1 active subscription and 1 open invoice in Stripe. - Open invoice: INV-1042, 1,200 USD, due 15 October - Charges: 6 in 90 days, 1 failed card on 2 October - Refunds and disputes: none - Duplicates: 2 Stripe customers share this email Needs attention: the failed card. Want the charge list?
HubSpot
Sample figures. Your results come from your own account.
hubspot-get-contacts
hubspot-get-deals
stripe-get-customer
stripe-get-subscription
stripe-get-invoice
stripe-get-charge

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

HubSpot

HubSpot
Run it on your own HubSpot data.

Connect HubSpot, pick your AI tool and paste the prompt.

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The problem

Billing questions mean waiting on finance or a Stripe login

When a contact gets in touch, the person answering sees their HubSpot record but not their Stripe billing. Questions about invoices, failed cards or refunds mean asking finance or logging into Stripe and searching by email.

Without PopdockAI

  • Ask finance for the customer's billing details
  • Or log into Stripe and search by email
  • Read through subscriptions, invoices and charges
  • Miss a duplicate customer record

With PopdockAI

  • The HubSpot contact, company and open deals are read
  • The matching Stripe customer's subscriptions, invoices and charges are added
  • Failures, refunds and disputes are counted
  • Duplicate Stripe customers are flagged, and nothing is changed

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** For the contact with email `{email}`, show their HubSpot record and company beside their Stripe billing: subscriptions, open invoices and charges in the last `{lookback-days}` days (default 90).

**Step 1: Find the contact in HubSpot**

Call `hubspot-get-contacts` with `email` = `{email}`. If nothing comes back, note that the contact is absent from HubSpot and continue to Step 2 with the email alone. Note `record-id`, `first-name`, `last-name`, `company-id`, `company-name`, `lifecycle-stage`, `lead-status` and `contact-owner`.

If the contact has a `company-id`, call `hubspot-get-deals` with `company-id` = that value and keep the open deals (stage not closed won or closed lost).

**Step 2: Find the customer in Stripe**

Call `stripe-get-customer` with `email` = `{email}`. If nothing comes back, report the contact as present in HubSpot and absent from Stripe and stop after the report. If both HubSpot and Stripe return nothing, say the email is unknown in both and stop.

**Step 3: Read billing in Stripe**

For each Stripe `customer-id`:

* `stripe-get-subscription` with `customer-id`.
* `stripe-get-invoice` with `customer-id` and `status` = open.
* `stripe-get-charge` with `customer-id` and `created.from` = today minus `{lookback-days}` days (default 90).

**Step 4: Report**

1. HubSpot: name, company, lifecycle stage, lead status, owner, open deals (name, stage, amount).
2. Stripe: customer-id, delinquent, balance.
3. Subscriptions: status, current period end, cancel at period end.
4. Open invoices: number, total, amount remaining, due date, hosted invoice link.
5. Charges: count succeeded, count failed with each failure-message, any refunded or disputed.
6. Anything that needs attention, in one short list.

**Rules & Guidelines:**

* `hubspot-get-contacts` and `hubspot-get-deals` are on the hubspot server; `stripe-get-customer`, `stripe-get-subscription`, `stripe-get-invoice` and `stripe-get-charge` are on the stripe server.
* Read-only. Do not call `hubspot-update-contact`, `hubspot-add-contact-note`, `hubspot-add-contact` or any other HubSpot add or update tool.

**Validation:**

* Compare emails case-insensitively and trimmed.
* If Stripe returns more than one customer for the email, report each one separately and flag the duplicate.
* If `{lookback-days}` is empty or not a number, use 90.

Who it's for

One answer, three teams that use it

Customer support agents

Answer billing questions on the spot

See open invoices and recent failed charges while the customer is still on the line.

Does tom.reyes@fabrikam.com have any open invoices or failed charges in Stripe?

Account managers

Know billing status before a call

Check subscriptions and any refunds or disputes before you talk to the customer.

Pull up the Stripe billing picture for priya@contoso.com over the last 90 days.

Billing specialists

Spot duplicate customer records

Duplicate Stripe customers for the same email are flagged, so billing issues can be traced.

Is there more than one Stripe customer for dana@northwindtraders.com, and what does each have open?

How it works

What PopdockAI does when you ask

You give an email address and your AI assistant joins the HubSpot contact with their Stripe billing. You get the billing picture and anything needing attention, and nothing is changed.

01

Ask

You give an email address.

Your AI tool

02

Read

It reads the HubSpot contact, their company and open deals.

hubspot-get-contacts
hubspot-get-deals

03

Match

It finds the Stripe customer and reads subscriptions, open invoices and charges.

stripe-get-customer
stripe-get-subscription
stripe-get-invoice
stripe-get-charge

04

Report

You get the billing picture and anything needing attention, changing nothing.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for HubSpot and one secure connection to your AI tool. No code, no exports.

get-data

hubspot-get-contacts

Returns contact records from HubSpot CRM, with email, phone, company, lifecycle stage, lead status, owner and location from the HubSpot connector. Filter by company id, state region, contact owner, email, last name, create date, company name, record id, lifecycle stage, lead status.
get-data

hubspot-get-deals

Returns deals from HubSpot CRM, with amount, stage, pipeline, close date, owner and associated company and contact from the HubSpot connector. Filter by pipeline name, close date, deal stage name, deal type, record id, company id, deal name, amount, deal owner.
get-data

stripe-get-customer

Returns customer records (name, email, balance, delinquency, address) from Stripe.
get-data

stripe-get-subscription

Returns subscriptions (customer, status, billing period, cancellation, trial) from Stripe.
get-data

stripe-get-invoice

Returns invoices (number, customer, status, dates, totals, amount remaining) from Stripe.
get-data

stripe-get-charge

Returns charges (amount, status, refunds, customer, card used) from Stripe.
Read only.Nothing in HubSpot Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

Billing answers in seconds, no Stripe login

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

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