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Easily collect credit card payment details with HubSpot

Collect credit card payment details and make it easy for your customers to set up invoice pre-approval with HubSpot and Pinch.

How Pinch and HubSpot work together

Read on how you can start collecting payments in four easy steps with Pinch

Collect any information with a HubSpot Form

You can use any HubSpot form to collect details. Embedding a HubSpot form onto your website means you are in control of how things look and your sales team can create forms in the system they know and love. Easy as!

Let Pinch take care of collecting card data

After copying the embed code from Pinch (see below), your HubSpot form will show a credit card entry form just above the main submit button. When someone fills the form out and clicks the button, contact details go into HubSpot and card details come to Pinch. 

Sync your Accounting

Your new customer details are in HubSpot, and you've captured their card details so you can invoice them later. If you think you have to do some duplicate entering into your accounting system, think again! We'll create the customer details automatically into your accounting system if you use Xero, QuickBooks, Reckon One, Reckon Accounts Hosted or MYOB (AccountRight and Essentials). 

Automate payments

At this point, your customer is created in your accounting system and Pinch is storing card details. Now it's time to invoice your customer. This is really simple, just create an invoice in your accounting system and let Pinch automatically submit the payment to the bank on the due date of the invoice. Perfect for digital agencies, professional services, subscription services, ongoing accounting fees.... The list goes on, all without writing any code! 

When you integrate Pinch and HubSpot you can see an overview of each of your customers' payment history in their HubSpot customer record.

It's easy to connect your Pinch and HubSpot accounts in the Pinch Portal. Watch our step-by-step video to learn how.

 

See Pinch & HubSpot in action 🦞

Why use Pinch
with HubSpot?

Enhance your Xero capabilities when you integrate Pinch with HubSpot.

Connect your accounts in 30 seconds or less

In the Pinch Portal, select the HubSpot account you want to connect to authorise access.

Forms customised for your needs

Use a pre-made HubSpot form template or create one from scratch based on the information you need to collect.

One source of truth

Use a pre-made HubSpot form template or create one from scratch based on the information you need to collect.

Payment notifications

Both successful and failed payments are shown in real time.

Easily embed and test your forms

Create your forms in HubSpot, then test and embed from the Pinch Portal.

Keep your records up to date

Once they've submitted the form, your customers can update their payment details at any time.

See what else Pinch can do

Automate your accounts receivable with Pinch to get paid on time, every time.

Set up recurring payments, payment plans or subscriptions to automatically receive payment with pre-approval from your customer on the due date.
Pinch works with Xero, Quick Books Online, Reckon, MYOB, DEAR Systems, and IPA Books+.
Pinch lets you add the transaction fee on to each invoice to help you manage your costs.

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’re new to Pinch, get started by creating an account. Otherwise you can go straight to connecting to your HubSpot.