馃摚 Using HubSpot? Read more about our new integration here

close

Unlock your financial data with Pinch + HubSpot.

Supercharge your HubSpot CRM with helpful payment information that enables your team/s to provide a better customer experience.

 

Watch overview 馃

A seamless, smart integration between
Xero & HubSpot via Pinch.

In a matter of minutes synchronise your customer and financial information
to HubSpot and let the integration keep your team up to date. 

Stay informed with critical payment events

Enable your teams whether that be Sales, Customer Success or Marketing to gain helpful insights around customer payment events. All located conveniently on the contact timeline. Your team/s can be in the know when customer payments events occur without leaving HubSpot. 

Access helpful
payer information

Quickly confirm vital information pertaining to payer information like: 

  • circle Pre-approval status
  • circle Pre-approval link/s
  • circle Outstanding payments

In doing so, remove any doubt and make key decisions related to a particular customer all directly on the contact's record.

Review invoice status
on the go

Quickly identify the status of any invoices associated with a contact to help support other business processes or functions.

Has an invoice been paid or did a payment fail? 

It's all at your fingertips in HubSpot. 

Why use Pinch
with HubSpot?

Enhance your Xero capabilities when you integrate Pinch with HubSpot.

Connect your accounts in 30 seconds or less

All you need is a Xero, HubSpot and Pinch account to be on your way!  

Remove admin burden 

Remove unwanted time draining admin be a thing of the past. Spend more time supporting customers or closing sales.

One source of truth

Align your systems and remove the need to jump back and forth for payment information. 

Payment notifications

Both successful and failed payments are shown in real time. Notify team members when payment events occur. 

Financial insights directly in your CRM

Quickly and easily stay up to date with real-time financial insights directly within your CRM. 

Keep your records up to date

Speed up your processes and let the information flow between Xero & HubSpot via Pinch in realtime.

New to Pinch?

If you are new to Pinch here's a quick overview on the benefits.

Remove financial admin on tasks like reconciliation and let Pinch take care of those tasks.
Remove the need for someone to manually follow up with those awkward conversations and collect payments in a more effective way.
Allow your customers to pay you with ease via credit card or direct debit. Alongside, offer the ability to pre-approve invoices or payment thresholds and provide the option for payment plans and milestones for larger invoices.

What our customers are saying

Take a read of what our customers are saying
on Xero Marketplace

Gosh have just signed up with Pinch Perfect and can't believe how easy it is to setup so I can offer clients a variety of payment options...highly recommend!

Kate

star star star star star

Impeccable customer service + technical wizardry. Onboarding was a breeze with clear and straightforward instructions. The portal is refreshingly well made and easy to use. Being able to send pre-approvals to collect payment information is great for us so we don't waste time setting clients up for payment and most importantly reconciliations are done automatically via the terrific Xero integration! If you are looking to take the next step with your business' billing solutions, I highly recommend you give Pinch a go - their system and workflows mesh so well with ours that it's opened so many possibilities with us to further improve our processes and in some cases even think about new pricing models.

Moe, Online Marketing Gurus

star star star star star

Signed up as I wanted another payment option for my clients and was surprised how easy the app is to use. The flexibility it gives my clients on payments is awesome.

Monika, Ashawed Accounting

star star star star star

It has been incredibly easy to integrate Pinch into our business and our customers have loved the flexibility to pay during hours that suit them. Pinch has made reconciliation of credit card transactions a breeze. Quick and efficient and saves a lot of time.

Nicola, OZ Excavator Buckets

star star star star star

Forced into looking for a change by a sudden decision by the existing provider to charge a minimum monthly fee which was 4 times what I had been paying I found and implemented Pinch. Super easy to set up and no hidebound bureaucracy such as encountered from banks. Have been using Pinch for 6 weeks and no issues to date. Particularly like the way it collects monthly subscriptions without any interaction from me. Data flows to Xero accurately and in a timely way. Would thoroughly recommend.

Stella, 1 to 1 Mobile Computer Training

star star star star star

The team at Pinch have been amazing and I couldn't recommend them more highly. Paul and Bill have been great in helping me setup the payments system and integrate it into my business. Always available to help and quick to pick up the phone. Thanks Pinch

David, StudentPay

star star star star star

Bloody love pinch! Its so simple to use and was so easy to set up. Bill and the team honestly go above and beyond and have tackled any questions or scenarios I have thrown at them. As a bookkeeper I will only be using Pinch going forward for myself and my clients.

Summer, Oh Nine Solutions

star star star star star

We have recently signed up with Pinch and can't believe how easy and efficiently it integrated with Xero accounts. Also love the auto-reconcile of payment fees. Pinch also makes it very easy for our clients to pay their bills. Thank you Blake for all your help. We would definitely recommend Pinch!

Valerie, Infinite Print

star star star star star

We've tried and tested out dozens of payment solutions over the years at Digit both with our business, and in helping other businesses move to digital payments. The team at Pinch have been amazing at finding technical solutions to meet bespoke needs. They've helped us leverage their Xero capabilities for variable billing, combined with the ability to push in through their API payer details when people sign our agreements. They're the perfect balance of automation combined with customisation, backed by a super attentive team. Can't recommend them highly enough.

Andrew, Digit Business

star star star star star

Get Started

If you鈥檙e new to Pinch, get started by creating an account. Otherwise you can go straight to connecting to your HubSpot.