Payment Data Where Your Sales Team Works
PaySec syncs payments, subscriptions, and revenue data to your CRM automatically. Give sales and support full customer context without switching tools.
Supported CRM Platforms
Integration Features
Automatic Payment Sync
Payment events flow automatically to your CRM. Every charge, refund, and subscription event updates the customer record in real time — no manual data entry.
Customer Lifetime Value
Track total revenue, payment frequency, and lifetime value per customer directly in your CRM. Sales teams see the full financial picture alongside deal data.
Revenue Attribution
Link payments to campaigns, sales reps, and deal stages. Measure which channels and team members drive the most revenue with closed-loop attribution.
Payment Status in CRM
See payment status (paid, pending, failed, refunded) on every contact and deal record. Sales and support teams have full context without switching to the payment dashboard.
How It Works
Connect your CRM to PaySec in four simple steps.
Choose Your CRM
Select your CRM platform from our pre-built connectors — Salesforce, HubSpot, Zoho, Pipedrive, or connect any CRM via our REST API and webhooks.
Authenticate & Map Fields
OAuth authentication connects your accounts securely. Map PaySec payment fields to your CRM custom objects — choose which data syncs where.
Backfill Historical Data
Optionally import your existing PaySec transaction history into your CRM. Historical payments are matched to customer records by email or customer ID.
Real-Time Sync
Every payment, refund, and subscription event flows to your CRM automatically. Sales and support teams see full payment context without switching tools.
Based on PaySec merchant data, Q1 2026. Individual results may vary.
“Connecting PaySec to our HubSpot CRM was a game-changer. Payment status updates flow directly into our deal pipeline — our sales team sees when invoices are paid without switching tabs. Closed-won verification went from hours to automatic.”
PaySec vs. Other CRM Payment Integrations
| Feature | PaySec | Stripe | Traditional Processor |
|---|---|---|---|
| CRM payment sync | |||
| Salesforce integration | |||
| HubSpot integration | |||
| Auto-match payments to contacts | |||
| Payment status in CRM pipeline | |||
| Webhook notifications | |||
| API access for custom CRMs | |||
| No integration fee |
CRM Integration FAQ
Related Resources
Close the Loop Between Sales and Payments
Connect PaySec to your CRM for free. Automatic payment sync, revenue attribution, and lifetime value tracking. Free setup and integration — start saving today.
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