Stripe / GoCardless disconnected from HubSpot CRM
Sales cannot tell whether a client is up to date without opening Stripe. The CSM cannot spot upcoming churn without flagging finance. Each side has its own version.
Vertical · SaaS B2B
SaaS B2B with MRR, churn and AEAT invoicing in a single pipeline
Stripe Billing + GoCardless + HubSpot + Holded connected. Automatic dunning, reduced churn and a clean tax quarter.
A SaaS B2B invoices on a recurring basis, charges through Stripe Billing or GoCardless SEPA, sells via a HubSpot pipeline and needs AEAT-compliant invoices for Spanish clients. Anglo DTC templates do not fit: they do not handle intra-community VAT, they do not comply with Verifactu, and they do not integrate with the Spanish CRM ecosystem. We connect the full pipeline so that MRR, churn, invoicing and dunning become a single flow, not 4 systems out of sync.
- SaaS B2B with monthly or annual subscriptions
- Companies with growing MRR and churn to control
- SaaS with a Stripe (card) + GoCardless (SEPA B2B) mix
- Teams using HubSpot as CRM and needing Holded for tax
Typical pains
What we see in saas b2b before we start
Involuntary churn from failed payments with no dunning
Expired card, insufficient funds, cancelled mandate. Without systematic dunning, you lose 5-15% of MRR to avoidable leakage.
Holded without the right series for recurring billing
Renewals get mixed with one-off invoices, intra-community VAT applied wrongly, MRR reporting impossible from basic Holded.
Manual MRR/ARR/churn reporting
A monthly spreadsheet with data exported from Stripe. Metrics always lagging, decisions based on data from 3 weeks ago.
What we build
The stack ready for your vertical
- Stripe Billing with monthly and annual plans connected to recurring Holded
- GoCardless SEPA B2B for clients who prefer direct debit
- HubSpot pipeline with payment status on each deal in real time
- Automatic dunning: 3-5 escalated attempts with a suggested method change
- SaaS metrics (MRR, ARR, churn, LTV) in a live dashboard
- Verifactu compliance for recurring B2B invoicing
- Multi-currency with EUR conversion fixed at the payment date
- Win-back automation for recent cancellations
Ecosystem
Tools we integrate in saas b2b
Billing
- Stripe BillingSaaS standard for cards
- GoCardlessSEPA Direct Debit B2B
- PayPalAnglo markets
CRM
- HubSpotPipeline + Service Hub
- PipedriveSimple alternative
- SalesforceEnterprise with CPQ
Invoicing
- HoldedVerifactu + recurring + multi-currency
Analytics
- Power BIMRR / churn dashboards
- ChartMogulDedicated SaaS metrics
Key integrations
See catalog The connections most requested in saas b2b
Payments
Holded + Stripe
Stripe payments booked in Holded with no Excel and no manual reconciliation.
See integrationPaymentsHolded + GoCardless
SEPA Direct Debit with GoCardless connected to Holded for frictionless B2B subscriptions.
See integrationCRMHolded + HubSpot
HubSpot and Holded sharing customers, opportunities and invoicing in real time.
See integrationBI / AnalyticsHolded + Power BI
Power BI financial dashboards fed directly from Holded, with no manual exports.
See integrationPaymentsStripe + Pipedrive
Stripe and Pipedrive connected so sales sees payments and the CRM triggers invoices.
See integrationInvestment
Fixed price after a diagnostic
A 30-minute call, no strings. You leave with scope, timeline and a fixed price for your saas b2b.
FAQ
Frequently asked questions in saas b2b
Why not Stripe Tax / Stripe Invoicing for Spain?
Stripe Tax and Stripe Invoicing do not fit AEAT: non-Spanish numbering, no Verifactu, no tax forms 303/390/349. Holded does. Stripe handles the billing, Holded the tax issuance.
Does GoCardless make sense if we already use Stripe?
Yes for B2B with high amounts (over 500 EUR/month) where SEPA is cheaper and has less card churn. A Stripe (card) + GoCardless (SEPA) mix is the optimal setup for SaaS B2B in Europe.
ChartMogul-style native metrics or do we build custom?
It depends. If you want standard MRR/ARR, ChartMogul is plug-and-play and we connect it. If you want custom (specific cohorts, unique segmentations), we build on Power BI with your data warehouse.
Dunning with the CRM?
Yes. Failed payment turns into a CSM task in HubSpot + an automated email sequence + a final manual attempt before cancellation. We recover 30-50% of involuntary churn.
Is it Verifactu compliant?
Yes. SaaS B2B companies are usually incorporated entities, so Verifactu is mandatory from January 1, 2027 (after the extension in RD-ley 15/2025). We configure Holded so that recurring invoices and subscriptions comply from day one.
How long does it take?
Between 15 and 25 business days for the full SaaS package. A working MVP in 10 days with Stripe + Holded + HubSpot, then we iterate.
Shall we talk about your saas b2b?
A 30-minute call, no strings. You leave with scope and a fixed price.