# Connect Recurly to HubSpot > 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. **Canonical page:** https://tray.ai/connectors/recurly-hubspot-integrations/ **Recurly connector:** https://tray.ai/connectors/recurly-integrations/ **Recurly documentation:** https://tray.ai/documentation/connectors/service/recurly **HubSpot connector:** https://tray.ai/connectors/hubspot-integrations/ **HubSpot documentation:** https://tray.ai/documentation/connectors/service/hubspot ## Overview 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. ## Use cases ### 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 ### 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 ### 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 ### 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 ### 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 ### 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 ### Sync Recurly Invoice and Payment Data to HubSpot for Revenue Reporting Push Recurly invoice creation, payment success, and refund events into HubSpot as timeline activities or deal properties so your revenue team can track billing history alongside CRM data. Finance and sales ops get a clear view of payment health and historical revenue per account without switching tools. - Log Recurly payment events as HubSpot contact timeline activities for a complete billing history - Report on closed revenue and refund rates using HubSpot's native reporting tools - Let CS teams review payment history during renewal conversations without leaving HubSpot ## Templates ### New Recurly Subscriber to HubSpot Contact Sync Creates or updates a HubSpot contact whenever a new subscription activates in Recurly, filling in plan name, MRR, billing cycle, and subscription status. Connectors used: Recurly, HubSpot ### Recurly Subscription Status Change to HubSpot Deal Stage Update Watches Recurly for subscription lifecycle changes and updates the corresponding HubSpot deal stage, so pipeline data reflects actual subscription health. Connectors used: Recurly, HubSpot ### Recurly Failed Payment to HubSpot Churn-Prevention Workflow 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. Connectors used: Recurly, HubSpot ### Recurly Plan Upgrade to HubSpot Expansion Deal Creation 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. Connectors used: Recurly, HubSpot ### Recurly Cancellation to HubSpot Win-Back Campaign Enrollment 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. Connectors used: Recurly, HubSpot ### Recurly MRR and Subscription Data Daily Enrichment to 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. Connectors used: Recurly, HubSpot ## Challenges Tray.ai solves ### 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. ### 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. ### 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. ### Keeping Historical Recurly Data in Sync After Initial Setup When teams first connect Recurly and HubSpot, there's usually a large backlog of existing subscribers whose HubSpot records are missing subscription data. Running a bulk historical sync without careful batching can overwhelm the HubSpot API or overwrite recently updated records with stale data. **How Tray.ai helps:** tray.ai supports paginated bulk data operations that pull Recurly subscriber records in batches, process them at a rate that respects HubSpot API limits, and apply upsert logic that only overwrites HubSpot properties when the Recurly data is more recent. That makes initial historical syncs and periodic full reconciliations safe to run without disrupting live data. ### Making Sure Subscription Cancellations Trigger the Right HubSpot Actions Not all cancellations in Recurly mean the same thing. Some are voluntary end-of-term cancellations. Some are immediate closures due to non-payment. Some are internal administrative actions. Treating them all the same in HubSpot produces wrong lifecycle stage changes, win-back campaigns going to the wrong people, and churn reporting you can't trust. **How Tray.ai helps:** tray.ai workflows can read the cancellation reason and type fields from Recurly's webhook payload and branch based on what they find. Voluntary end-of-term cancellations can trigger a win-back sequence, payment-related cancellations can create a CSM task, and administrative closures can be logged without touching the contact's lifecycle stage. ## Learn more - Intelligent Integration: https://tray.ai/platform/intelligent-ipaas/ - Merlin Agent Builder: https://tray.ai/platform/merlin-agent-builder/ - Agent Gateway for MCP: https://tray.ai/platform/agent-gateway/ - Book a demo: https://tray.ai/contact/