Hyperline CPQ ↔ Stripe Billing

Hyperline CPQ can be integrated with Stripe Billing to provide your sales team with a robust CPQ solution, giving your customers a seamless contractualization experience while maintaining your existing Stripe Billing setup. While we recommend using Hyperline as your full billing platform — to take advantage of its advanced capabilities and reduce the operational complexity and limitations of external billing solutions — this integration still allows you to create and manage quotes directly from Hyperline and your CRM. Hyperline will automatically orchestrate the related subscriptions in Stripe Billing and process customer payments through Stripe Payments. With this setup, all data and billing activity monitoring can be handled in Hyperline, fully synced with your CRM, while continuing to leverage Stripe Billing as your existing billing engine and payment gateway.

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How it works

Hyperline provides powerful integrations with both Stripe and CRMs (HubSpot and Salesforce), alongside a complete CPQ solution. Quotes for new subscriptions or subscription changes (upsell, cross-sell, etc.) can be created directly from your CRM using Hyperline’s built-in widget, within Hyperline’s interface, or via the Hyperline API. Once a quote is approved and signed by your customer, Hyperline automatically creates or updates the subscription in Stripe Billing — with no manual intervention or additional technical effort required. Stripe Billing then manages the full billing lifecycle and payment processing. All subscription details and related invoices are automatically synced from Stripe to Hyperline in real time, allowing you to monitor billing activity directly from Hyperline. This data is also pushed to your CRM, giving your operational and revenue teams full visibility.

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Prerequisites

• A Hyperline account with admin rights
• A Stripe account with admin rights
• CPQ and Stripe integrations enabled in Hyperline

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Setup

1. Go to the Integrations page in Hyperline
2. Click on “Connect” for Stripe
3. Optionally, click on “Connect” for Salesforce or HubSpot

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Import Stripe products catalog

Once connected, you can import your Stripe products and coupons catalog into Hyperline. In this setup, Stripe Billing remains the source of truth for configuring your products and coupons. All this data is automatically replicated and mapped to Hyperline concepts and settings (including product and coupon details, price types, variants, tiers, multi-currency setup, etc.).

1. Go to the Products page in Hyperline
2. Click on “Import from Stripe” on the top right corner
3. Go to the Coupons page in Hyperline
4. Click on “Import from Stripe” on the top right corner

Edits to products and coupons must be made in Stripe. Any changes will be automatically synced back to Hyperline.

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Archive products

While you can archive or delete products in Stripe, Hyperline also provides a way to archive products directly within the platform. The key difference is that archiving a product in Hyperline does not archive it in Stripe. This allows you to decouple the product status between Stripe (for your internal needs) and Hyperline. A product archived in Hyperline will no longer be visible or available when creating new quotes.

1. Go to the Products page in Hyperline
2. Click on the product you want to archive
3. Click “Actions” > “Archive” button

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Archive prices

In addition, following the same logic, you can archive a specific price of a product. The product will still be available when creating new quotes, but the archived price will no longer be suggested.

1. Go to the Products page in Hyperline
2. Click on the product you want to archive
3. On the related price configuration row, click on the “Archive” button

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Import Stripe customers

After importing your products and coupons, Hyperline allow you to import your existing customers. With this action, Hyperline will automatically maps Stripe customers within Hyperline, alongside their related payment methods. New customers and changes to existing customers in Stripe — including payment methods being added or removed — will be automatically synced to Hyperline in real time.

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Import Stripe subscriptions and invoices

Using the same logic as for customers, subscription and invoice histories can be imported from Stripe. All subscription data will be mapped to Hyperline subscription, phase, subscription product and subscription coupon objects, and invoices to Hyperline invoice and line item objects. Tracking and reporting in Hyperline are available for this data, and you can also query the historical data using the Hyperline API. New subscriptions, subscription renewal details, invoice details, statuses, and PDF invoices will be automatically synced to Hyperline in real time.

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CRM widget

If you’ve connected your CRM to Hyperline, the related customer data (quotes, subscriptions, etc.) will automatically be displayed in the CRM widget. As a consequence, you can consult Stripe subscriptions data and invoices in your CRM. Learn more about reconciling data. This widget can be used in both the Account/Company and Opportunity/Deal objects in your CRM. The Contact object is also supported in HubSpot for B2C sales/use cases. In addition to displaying data, the widget allows CRM users to create quotes directly from within the CRM. Hyperline’s interfaces are embedded so the full Hyperline experience is available without leaving the CRM. We suggest you to follow these guides for more details:

• HubSpot widget
• Salesforce widget

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Creating Hyperline customers

When the widget is loaded on CRM pages, the related customer in Hyperline is looked up using the reconciliation logic to display the corresponding data. If no match is found, Hyperline will create a new customer. To prevent CRM users from creating a new Hyperline customer when no match is found, you can disable the “Allow creating new customer” option under your Hyperline CRM settings. When disabled and no match is found, the widget will display a message (e.g., “This company has no associated Hyperline customer.”) and no data or actions will be available. This is particularly useful to avoid creating duplicates in your billing system or to ensure that the External ID field in your CRM is populated before displaying the widget — and therefore before any link is created between CRM and Hyperline customers.

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Create a quote

Following the setup (only the products import is required), you can start creating quotes directly from your CRM or Hyperline. We suggest you to follow these guides for more details:

• Create and send quotes
• Quote for subscription update
• Learn about quotes signature
• Configure reusable quote templates

Once the quote is signed, Hyperline will automatically applies the related changes on the subscriptions in your Stripe account.

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Quote for subscription update

A quote for a subscription update always starts from an existing customer subscription. For subscriptions imported from Stripe into Hyperline, you can select the subscription you want to update to begin creating a quote for update.

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Manage invoices

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Payment terms

When configuring a quote or a Hyperline customer, you can set payment terms in days. This setting is then passed to Stripe when Hyperline creates the related subscription, populating the “days until due” parameter when the collection method is set to “send invoice” (i.e., bank transfer payments).

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Purchase Order number

When configuring a subscription in a quote, you can enter a purchase order (PO) number. This number will be synced to the Stripe customer invoice settings as a custom field, so it is automatically displayed on the invoice PDF header (PO number) when the subscription is created in Stripe.

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Mark as paid

Imported unpaid Stripe invoices can be marked as paid in Hyperline. On the invoice details page, click “Actions” > “Mark as paid”. The invoice will then appear as paid in Hyperline and be marked as paid (paid out of band) in Stripe.

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Customer payment methods

As previously mentioned, customer payment methods are imported from Stripe and displayed in Hyperline. You can configure available payment method options in the Payment settings page in Hyperline, for both automated payment methods (card, direct debit, etc.) and bank accounts used for manual bank transfers. Customer payment methods can also be collected during the quote signature process. When creating a quote, you can select which payment method types you want your customer to use, and require method collection to sign the quote. Then on the public quote page, your customer can enter their payment method details (card details, direct debit mandate, etc.). These details are automatically stored in the related Stripe customer, and Stripe Billing will then use them to charge future invoices.

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Bank transfers

You can choose for your customer to pay by bank transfer. In this case, allow only bank transfers by selecting a bank account in the customer’s payment method settings when creating a quote (all other payment method types can be disabled). The bank account details will then be displayed directly on the quote:

• If Stripe supports bank transfers for the customer (based on currency, country, etc.), the Stripe virtual bank account number assigned to the customer will be shown.
• Otherwise, the bank account you configured in Hyperline will be displayed.

In this scenario, Stripe’s customer balance mode will be used.

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Switch subscriptions to Hyperline

At some point, you may want to switch a subscription from Stripe Billing to Hyperline to take advantage of Hyperline’s additional capabilities and features for managing the subscription lifecycle. This can be done in a single click by selecting “Actions” > “Switch to Hyperline” on the subscription details page. Hyperline also offers the option to cancel the subscription in Stripe at the same time, helping you avoid future double invoicing and duplicate subscriptions between the two platforms.

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Reconcile customers between tools

Hyperline provides a way to reconcile customers between your CRM, Hyperline, and Stripe. This is useful for ensuring that data is consistent across all tools and for avoiding duplicates. To achieve this, Hyperline customers have a dedicated External ID field, which serves as the unique identifier shared between HubSpot and Stripe. In most cases, this ID corresponds to your internal customer ID.

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In your CRM

In your CRM, create a custom field named hyperline_external_id for HubSpot or HyperlineExternalId__c for Salesforce on the Company/Account object. Make sure this field is populated in your CRM records:

• You can leverage workflows to automatically fill this field with data from another field or source in your CRM, or have your team input it as part of your internal processes.
• If you don’t have a dedicated ID, you can use the Stripe customer ID.
• You can also use the Hyperline customer ID.

This field value will be used to link the CRM entity to the corresponding Hyperline customer. This linkage is created the first time you interact with the Hyperline widget in the CRM.

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In Stripe

With the same logic, a Hyperline external ID (hyperlineExternalId) key in the Stripe customer metadata can be used.

• If not configured: Hyperline will try to find the related Stripe customer by comparing the customer’s external ID in Hyperline with the Stripe customer ID.
• If configured: Hyperline will look up the related Stripe customer using the hyperlineExternalId metadata on the Stripe customer.

This reconciliation logic is triggered only when attempting to look up a Stripe customer from a Hyperline customer for the first time Hyperline needs to create a new subscription or interact with Stripe and the customer is not yet linked to a Hyperline customer. If no match is found, Hyperline will create a new Stripe customer and store the related Hyperline external ID in the metadata.

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In Hyperline

The actual external ID value can be found on the Hyperline customer details page, under the Integrations section.

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Sync custom properties

Syncing customer custom properties from CRM to Stripe, or simply from Hyperline to Stripe is also supported. In Hyperline, you can create custom properties for your customers:

1. Go to the Custom properties page in Hyperline
2. Click on “Add custom property”
3. Enter a name, a slug, select a type, and select “Customers” as Enabled entities

If the Company/Account object in the CRM has a custom field with the same slug, the value will be synced from the CRM to the Hyperline customer custom property each time Hyperline syncs a customer from the CRM (i.e., when the widget is used in the CRM). Hyperline customer custom properties are synced to Stripe as metadata on the Stripe customer. The custom property slug is used as the metadata key.

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Look up Hyperline subscription from Stripe

When a subscription is created in Stripe, Hyperline automatically adds custom metadata fields to the corresponding Stripe subscription object:

• hyperlineSubscriptionId — The Hyperline subscription ID, stored on the Stripe subscription.
• hyperlinePhaseId — The Hyperline phase ID, stored on the Stripe subscription.
• hyperlineProductId — The Hyperline product ID, stored on the Stripe subscription product.

These metadata values can be used to look up the related Hyperline entities from a Stripe subscription using the Hyperline API.