Use Hyperline CPQ with Stripe Billing

You can integrate Hyperline CPQ with Stripe Billing to provide your sales team with a robust CPQ solution. This gives your customers a seamless contractualization experience while maintaining your existing Stripe Billing setup. Use Hyperline as your full billing platform to take advantage of its advanced capabilities and reduce the operational complexity and limitations of external billing solutions. However, 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, you can handle all data and billing activity monitoring in Hyperline, fully synced with your CRM. You continue 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, Salesforce and Attio), alongside a complete CPQ solution. You can create quotes for new subscriptions or subscription changes (upsell, cross-sell, etc.) 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. Hyperline automatically syncs all subscription details and related invoices from Stripe in real time, so you can 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 Connect for Stripe
3. Optionally, click 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. Hyperline automatically replicates and maps all this data to its own 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 Import from Stripe on the top right corner
3. Go to the Coupons page in Hyperline
4. Click Import from Stripe on the top right corner

You must edit products and coupons in Stripe. Hyperline automatically syncs any changes back.

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Tax behavior

By default, Hyperline only considers products/prices with “exclusive” tax behavior. Hyperline considers all catalog prices as excluding tax and adds taxes at the quote/invoice level (depending on customer details). This means some Stripe products/prices might not appear in Hyperline because Hyperline ignores them during import. Use prices excluding taxes by default. If you use other tax behaviors in Stripe (for example, inclusive or unspecified), check with our support team on the best way to handle this.

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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 the product you want to archive
3. Click Actions > Archive

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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 the product you want to archive
3. On the related price configuration row, click Archive

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Import Stripe customers

After importing your products and coupons, Hyperline allows you to import your existing customers. With this action, Hyperline will automatically map Stripe customers within Hyperline, alongside their related payment methods. Hyperline automatically syncs new customers and changes to existing customers in Stripe in real time, including payment methods being added or removed.

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Import Stripe subscriptions and invoices

Using the same logic as for customers, you can import subscription and invoice histories from Stripe. Hyperline maps all subscription data 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. Hyperline automatically syncs new subscriptions, subscription renewal details, invoice details, statuses, and PDF invoices in real time.

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CRM widget

If you’ve connected your CRM to Hyperline, the CRM widget automatically displays the related customer data (quotes, subscriptions, etc.). As a consequence, you can consult Stripe subscriptions data and invoices in your CRM. Learn more about reconciling data. You can use this widget 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. Follow these guides for more details:

• HubSpot card
• Salesforce component
• Attio actions

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Creating Hyperline customers

When the widget loads on CRM pages, Hyperline looks up the related customer using the reconciliation logic to display the corresponding data. If no match is found, the widget offers to create a new Hyperline customer when the CRM user starts an action (Create customer, Create quote, Create subscription). This creation does not depend on the customer synchronization settings of the integration. 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 this option is disabled and no match is found, the widget displays a message (e.g., “This company has no associated Hyperline customer.”) and no data or actions are available. This is particularly useful to avoid creating duplicates in your billing system. It also ensures 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. 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 automatically applies the related changes to the subscriptions in your Stripe account.

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Post-signature automation

By default, Hyperline automatically creates or updates the related subscription in Stripe Billing once a quote is signed. This is the recommended behavior, as it keeps both platforms in sync without any manual work. If you’d rather handle the Stripe subscription yourself, you can disable this automation on a per-quote basis. For example, the deal may require a specific Stripe setup that can’t be expressed through the quote, or you may plan to update an existing subscription manually. When configuring a quote, open the Post-signature automation section and switch off Orchestrate Stripe Billing after signature. Once disabled:

• After signature, Hyperline does not create or update any subscription in Stripe.
• Hyperline displays a notice on the quote to remind your team that the subscription must be set up manually in Stripe.
• The rest of the CPQ flow remains unchanged: quote configuration, approval, signature, PDF, and CRM sync all keep working as usual.

You can change the toggle at any time before the quote is signed. A permission (Manage quote activation) restricts access to this setting, so you can reserve it for admins or specific roles in your team.

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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. Hyperline then passes this setting to Stripe when it creates the related subscription. It populates the “days until due” parameter when the collection method is set to “send invoice” (i.e., bank transfer payments). By default, when a card or another automatic payment method is collected on the quote, Hyperline sets the Stripe collection method to “charge automatically” and Stripe charges the customer right away.

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Purchase order number

When configuring a subscription in a quote, you can enter a purchase order (PO) number. Hyperline syncs this number to the Stripe customer invoice settings as a custom field. As a result, Stripe automatically displays it on the invoice PDF header (PO number) when Hyperline creates the subscription.

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Mark as paid

You can mark imported unpaid Stripe invoices as paid in Hyperline. On the invoice details page, click Actions > Mark as paid. The invoice then appears as paid in Hyperline and as paid out of band in Stripe.

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Customer payment methods

As previously mentioned, Hyperline imports customer payment methods from Stripe and displays them. You can configure available payment method options in the Payment settings page in Hyperline. These options cover both automated payment methods (card, direct debit, etc.) and bank accounts used for manual bank transfers. You can also collect customer payment methods 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.). Hyperline automatically stores these details in the related Stripe customer, and Stripe Billing then uses them to charge future invoices.

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Bank transfers

You can let your customer pay by bank transfer. To make this option available on quotes, first configure a bank account in Hyperline’s Payment settings and enable it as a payment method. When creating a quote, allow only bank transfers by selecting that bank account in the customer’s payment method settings (you can disable all other payment method types). The quote then displays the bank account details directly:

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

In this scenario, Hyperline uses Stripe’s customer balance mode.

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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. You can do this in a single click: on the subscription details page, click Actions > Switch to Hyperline. 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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Impact on customers

This flow has no impact on your end customers. Hyperline imports their payment methods from Stripe Payments, so they don’t need to re-enter their card details or create a new direct debit mandate. Subscriptions run in Hyperline with the exact same configuration as in Stripe Billing without service interruption. Hyperline creates and manages new invoices, so the only difference for end customers is the invoice PDF layout.

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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. Hyperline links records through identifiers only. It never matches customers by name, email address, or domain. Set up the links described below before your team creates quotes from the CRM and before you enable customer synchronization. Hyperline customers have a dedicated External ID field, which serves as the identifier shared between your CRM and Hyperline. In most cases, this ID corresponds to your internal customer ID. Customers imported from Stripe have an empty External ID: Hyperline stores the Stripe customer ID as a link, not as the External ID.

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In your CRM

In your CRM, create a custom field on the Company/Account object: hyperline_external_id for HubSpot and Attio, or HyperlineExternalId__c for Salesforce. When the widget loads on a record that is not linked yet, Hyperline compares the value of this field, in this order, with:

1. The Hyperline customer ID.
2. The Hyperline customer External ID.
3. The Stripe customer ID of a Hyperline customer already linked to Stripe (for example, a customer imported from Stripe).

The comparison is exact and case-sensitive. 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. You can also have your team input it as part of your internal processes.
• If your customers were imported from Stripe, use the Stripe customer ID. It is the only value that matches these customers without further setup.
• Otherwise, use your internal customer ID stored as the Hyperline External ID, or the Hyperline customer ID.

Hyperline creates the link the first time you interact with the Hyperline widget in the CRM. This requires customer synchronization to be enabled in the integration settings, with a direction that includes CRM to Hyperline. Otherwise, the widget shows the matching customer as a suggestion with a Link action. See the HubSpot, Salesforce, and Attio pages for the full reconciliation rules.

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In Stripe

Hyperline looks up a Stripe customer from a Hyperline customer only when the two are not linked yet and Hyperline needs to interact with Stripe. This typically happens when Hyperline creates the subscription after a quote is signed.

1. Hyperline looks for a Stripe customer whose ID equals the Hyperline customer’s External ID.
2. If none is found, Hyperline looks for a Stripe customer whose hyperlineExternalId metadata key equals the Hyperline customer’s External ID. Hyperline uses this match only when exactly one Stripe customer carries that value.
3. If none is found, Hyperline creates a new Stripe customer and stores the Hyperline External ID (hyperlineExternalId) and the Hyperline customer ID (hyperlineCustomerId) in the Stripe customer metadata.

Hyperline does not search existing Stripe customers by name or email address. Some existing Stripe customers carry the External ID neither as their ID nor as metadata. To attach one of them, import it (see Import Stripe customers) or link it manually before the quote is signed. To link it manually, go to the Hyperline customer details page and click Edit under the Integrations section. In the other direction, you can set a hyperlineCustomerId metadata key on a Stripe customer. The import and the real-time sync then attach that Stripe customer to the matching Hyperline customer instead of creating a new one.

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In Hyperline

You can find the actual external ID value on the Hyperline customer details page, under the Integrations section.

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Sync custom properties

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Customer custom properties

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

1. Go to the Custom properties page in Hyperline
2. Click 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, Hyperline syncs the value from the CRM to the Hyperline customer custom property. This happens each time Hyperline syncs a customer from the CRM (i.e., when the widget is used in the CRM). Hyperline syncs customer custom properties to Stripe as metadata on the Stripe customer. It uses the custom property slug as the metadata key.

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Subscription custom properties

If you create a custom property enabled for the Subscriptions entities (using the same process as for customers above), you can set its value when creating a subscription. You can also set it when configuring a subscription as part of a quote, including from the CRM (via the embedded Hyperline UI). When Hyperline creates the subscription in Stripe, it syncs the related custom properties to Stripe as metadata on the Stripe subscription. It uses the custom property slug as the metadata key.

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Dates and timezones

Hyperline supports timezone-specific settings per customer, while Stripe operates exclusively in UTC. This difference can cause dates to appear shifted by one day in Stripe. For example, a customer’s timezone is set to Europe/Paris and a subscription is configured to start on April 1. Hyperline represents this as March 31 at 22:00 UTC (during summer time, UTC+2). Since Stripe only works with UTC dates without timezone information, the subscription start date in Stripe will appear as March 31 instead of April 1. This is expected behavior and does not affect billing accuracy. The subscription will still start at the correct local time for the customer. The same logic applies to all date-based fields synced to Stripe (subscription start dates, phase transitions, etc.).

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Connect multiple Stripe accounts

Hyperline allows you to connect multiple Stripe Billing accounts to a single Hyperline account. This is useful for organizations operating in multiple regions or managing different business units with separate Stripe accounts. In this setup, you can import products and coupons from multiple Stripe accounts into your Hyperline product catalog. Each Hyperline customer can be linked to a specific Stripe account (i.e., a single Hyperline customer may be associated with multiple Stripe accounts). When creating a quote, Hyperline filters the list of available products and coupons based on the first product you select when creating the quote. This first selected product determines which Stripe account will be used for the quote and for creating the subscription.

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Technical details

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Stripe subscription orchestration

When a quote is signed, Hyperline automatically orchestrates the creation of subscriptions in Stripe Billing. Depending on the context, Hyperline creates either a Stripe subscription or a subscription schedule (e.g., when the subscription includes future phases or scheduled changes). Hyperline creates all Stripe subscriptions in flexible mode to ensure compatibility with Stripe’s newest capabilities and features. This orchestration is fully automated, so no manual intervention is required. Hyperline handles the mapping of products, prices, coupons, and phases to their Stripe equivalents.

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Look up Hyperline IDs from Stripe

When Hyperline creates a subscription in Stripe, it 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.

You can use these metadata values to look up the related Hyperline entities from a Stripe subscription using the Hyperline API.