Connectors / Integration
Connect Recurly and HubSpot to Bring Subscription Data Into Your CRM
Sync billing events, subscription lifecycles, and revenue data from Recurly directly into HubSpot so your sales and customer success teams can see what's actually happening.
Recurly + HubSpot integration
Recurly and HubSpot do different jobs. Recurly manages the financial side of your customer relationships — subscriptions, billing, renewals. HubSpot manages the human side — deals, contacts, pipelines. When they don't talk to each other, your CRM goes stale fast. Sales reps can't see a prospect's trial status. CS teams find out about downgrades weeks late. Marketing campaigns fire at the wrong people at the wrong time. Connecting Recurly with HubSpot means subscription data flows into the CRM where your team already works, in real time, without anyone having to manually pull a report.
Subscription businesses run on recurring revenue, and your CRM is only useful if it reflects what's actually happening. When Recurly and HubSpot aren't connected, contact and deal records go stale the moment a customer upgrades, downgrades, pauses, or churns — leaving account managers blind and marketing sequences misfiring. Connecting Recurly with HubSpot through tray.ai means every billing event in Recurly triggers an immediate update in HubSpot: contact properties get enriched with MRR, plan name, subscription status, and renewal dates; deals move forward or close based on payment outcomes; and lifecycle stages reflect what the customer is actually doing. No manual data entry, no stale records, no guesswork.
Automate & integrate Recurly + HubSpot
Automating Recurly and HubSpot business processes or integrating data is made easy with Tray.ai.
Use case
Sync New Recurly Subscribers to HubSpot Contacts
When someone subscribes in Recurly, automatically create or update their HubSpot contact with plan name, MRR, billing cycle, and subscription start date. Your marketing and sales teams get an accurate picture of every paying customer the moment they convert — no manual exports, no CSV imports.
- Eliminate manual contact creation for new paying subscribers
- Enrich HubSpot contacts with live subscription plan and MRR data
- Trigger onboarding email sequences in HubSpot as soon as a subscription activates
Use case
Update HubSpot Deal Stage Based on Subscription Status Changes
When a Recurly subscription changes state — trial to active, active to past-due, active to canceled — automatically update the associated HubSpot deal stage. Your pipeline stays accurate, and deal-based reporting reflects your actual recurring revenue position.
- Keep HubSpot deal stages in sync with real subscription lifecycle events
- Prevent revenue forecasting errors from stale deal records
- Trigger sales or CS follow-up tasks in HubSpot when subscriptions go past-due
Use case
Detect Churn Risk and Enroll Contacts in HubSpot Retention Workflows
When Recurly logs a failed payment, a subscription pause, or a cancellation request, automatically enroll the affected contact in a HubSpot workflow designed to win them back or get ahead of the problem. Retention stops being reactive when you're acting on billing signals the moment they happen.
- Trigger churn-prevention workflows in HubSpot based on real-time Recurly payment failures
- Route at-risk accounts to customer success reps through HubSpot task automation
- Cut involuntary churn by responding to dunning events within minutes
Use case
Enrich HubSpot Contact and Company Records with Recurly Revenue Data
Continuously push Recurly subscription metrics — MRR, ARR, total billed, current plan, renewal date — into custom HubSpot contact and company properties. Your sales and CS teams walk into every conversation with the right context, and you can segment by revenue tier without ever leaving HubSpot.
- Segment HubSpot contacts by MRR, plan type, or subscription age without manual exports
- Give CSMs up-to-date billing context for every customer interaction
- Build HubSpot lists and reports based on live Recurly revenue data
Use case
Create HubSpot Deals for Recurly Upgrade and Expansion Events
When a subscriber upgrades their Recurly plan or adds seats or add-ons, automatically create an expansion deal in HubSpot tied to the existing contact or company. Upsell and cross-sell revenue shows up in your pipeline, and account managers see every expansion as it happens.
- Capture expansion revenue as new HubSpot deal opportunities automatically
- Alert account managers in HubSpot when a customer self-upgrades in Recurly
- Track net revenue retention more accurately through deal-level expansion data
Use case
Trigger HubSpot Marketing Campaigns Based on Recurly Trial Behavior
When a prospect starts a free trial in Recurly, enroll them in a HubSpot email sequence built to drive trial-to-paid conversion. If the trial expires without converting, switch them into a win-back campaign automatically. Your messaging always matches where the prospect actually is.
- Automate trial onboarding email sequences triggered by Recurly trial start events
- Reduce trial-to-paid drop-off with timely, behavior-triggered HubSpot campaigns
- Suppress paid subscribers from trial nurture sequences automatically
Challenges Tray.ai solves
Common obstacles when integrating Recurly and HubSpot — and how Tray.ai handles them.
Challenge
Matching Recurly Accounts to HubSpot Contacts Without a Shared ID
Recurly and HubSpot use different identity models. Recurly stores subscribers by account code; HubSpot uses contact records identified by email. When a customer exists in both systems under slightly different email formats, or has multiple contacts, automated syncs can create duplicates or fail to match at all — and your data fragments quietly.
How Tray.ai helps
tray.ai's workflow logic lets you build flexible matching rules that try multiple lookup strategies — first by email, then by a custom HubSpot property storing the Recurly account code, then by company domain — before deciding whether to create a new record or update an existing one. You can add deduplication steps that merge contacts when duplicates turn up, so your HubSpot instance stays clean.
Challenge
Handling High-Volume Webhook Events Without Data Loss
Active Recurly accounts generate a lot of webhook events — payments, renewals, plan changes, dunning sequences — and the volume spikes hard at the start of a billing cycle. Without a queuing mechanism, you risk dropped events, race conditions on the same contact record, or HubSpot API rate limit errors.
How Tray.ai helps
tray.ai ingests Recurly webhooks reliably at scale, queuing events and processing them sequentially to avoid conflicts on the same record. Built-in retry logic handles transient HubSpot API rate limit responses automatically, so no billing event gets silently dropped.
Challenge
Mapping Recurly Subscription States to Meaningful HubSpot Properties
Recurly has its own taxonomy for subscription states — active, canceled, expired, future, in-trial, paused, past-due — that doesn't map directly to HubSpot's deal stages or lifecycle stages. Building a reliable translation layer by hand is error-prone and gets harder to maintain as your pipeline changes.
How Tray.ai helps
tray.ai workflows support configurable mapping tables that translate Recurly subscription states into your exact HubSpot pipeline stages and lifecycle values. Your ops team can update these mappings centrally in the workflow without touching integration code, so the logic can keep up with your sales process.
Templates
Pre-built workflows for Recurly and HubSpot you can deploy in minutes.
New Recurly Subscriber to HubSpot Contact Sync
Recurly 
HubSpot Creates or updates a HubSpot contact whenever a new subscription activates in Recurly, filling in plan name, MRR, billing cycle, and subscription status.
Recurly Subscription Status Change to HubSpot Deal Stage Update
Recurly HubSpot Watches Recurly for subscription lifecycle changes and updates the corresponding HubSpot deal stage, so pipeline data reflects actual subscription health.
Recurly Failed Payment to HubSpot Churn-Prevention Workflow
Recurly HubSpot Detects failed payment and dunning events in Recurly and enrolls the affected HubSpot contact in a retention workflow, routing urgent cases to a customer success rep.
Recurly Plan Upgrade to HubSpot Expansion Deal Creation
Recurly HubSpot Creates a new expansion deal in HubSpot whenever a Recurly subscriber upgrades their plan, capturing upsell revenue in the pipeline and alerting the account manager.
Recurly Cancellation to HubSpot Win-Back Campaign Enrollment
Recurly HubSpot When a subscription cancels in Recurly, updates the HubSpot contact record and enrolls them in a win-back campaign with messaging tailored to their plan history.
Recurly MRR and Subscription Data Daily Enrichment to HubSpot
Recurly HubSpot Runs a scheduled daily sync that pulls current MRR, plan name, renewal date, and subscription status from Recurly for all active accounts and updates the corresponding HubSpot contact and company properties.
How Tray.ai makes this work
Recurly + HubSpot runs on the full Tray.ai platform
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