Quick summary
The GoCardless HubSpot integration lets you install and connect GoCardless directly from the HubSpot App Marketplace, enabling payment data sync between the two platforms. Once authenticated with your GoCardless credentials, you can set up a live data sync without leaving HubSpot.
Steps
- Navigate to the App Marketplace using the store icon in the top-right corner of HubSpot.
- Search for "GoCardless" in the marketplace search bar and select it from the results.
- Click the Install app button to begin the installation process.
- In the pop-up dialog, click Connect to GoCardless to initiate the OAuth flow.
- Sign in using your GoCardless credentials to authenticate the connection.
- Click the Connect Account button to complete account authorization.
- Your GoCardless account is now connected — click Set up Sync to start syncing payment data with HubSpot.
