ChargeDesk for HubSpot

Manage your customers & payments inside HubSpot.

Connect with HubSpot
You can manage your customers inside HubSpot using the ChargeDesk Chrome extension. We support tagging customers with payment details and managing their billing records on many Hubspot pages.
Connect HubSpot with Stripe, WooCommerce, PayPal, Braintree, Recurly, Authorize.Net, Zuora, Chargify, NMI, Payments MB, Shopify, Square, GoCardless and Custom
Features for HubSpot
View Charges & Customers Related to a Support Ticket
ChargeDesk uses a unique algorithm to find all of the charges & customers related to any ticket you receive inside HubSpot. Where direct matches can not be found, related charges are also be displayed in case the customer is using a different email address or name.
Search your Entire Billing History
You can search for the last 4 digits of a credit card, by email address, customer name, username and more. This allows you to immediately find specific charges for a customer without spending time hunting through multiple systems.
Security
Security is a key feature of ChargeDesk. We've spent countless hours hardening our systems and ensuring we use advanced, strong encryption wherever possible. We encrypt data both in transit and while it is stored on our servers. We support 2 factor authentication on any account.
Read more about ChargeDesk Security.
Refund Charges inside HubSpot
With the ChargeDesk application you can refund any charge right inside HubSpot. Partial and full refunds are supported. Refunds a processed immediately and you will receive feedback on their success. Once a charge is refunded it will show as such inside HubSpot.
Cancel Subscriptions
Any active subscription will have a button that allows you to cancel it immediately inside HubSpot. Customer and subscription details update in real time so you are never working with stale or out-of-date information.
Create New Charges
You can use ChargeDesk to create new charges on cards on file for your customers inside HubSpot. This will be processed immediately on your payment gateway and you can download a tax invoice to send as a record to a customer.
Use Multiple Gateways
With ChargeDesk you can connect multiple payment gateways to the one account. This means that if you have, say, customers in both Stripe and PayPal, you can manage them all inside HubSpot. This happens transparently, so you can refund charges, manage subscriptions or create new charges for customers without needing to know which gateway they are supported through.
Pricing
Your first 14 days of using ChargeDesk are free of charge! This allows you to test the service and in the (incredibly unlikely) case you find it's not for you, you pay nothing.
Review full pricing information.
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