Install the BNCPay equipment financing app in your HubSpot portal. Once connected, your team sees a live financing calculator inside every deal record — no switching tabs.
This guide walks you through installing the BNCPay Equipment Financing app from the HubSpot Marketplace. The integration adds a financing calculator card to your deal and quote records so your sales team can calculate monthly payments and send financing application links without leaving HubSpot.
The app requests read access to deals, contacts, companies, and quotes — and write access to create notes and tasks on deal records. It does not access any data outside of these objects.
After clicking Connect app, HubSpot will redirect you to a BNCPay authorization page. This confirms which BNCPay vendor account to link to your HubSpot portal.
Don't have your Vendor ID? Contact us at support@bncpay.com and we'll send it to you. New vendors must be approved before connecting.
The BNCPay financing calculator appears as a card in the HubSpot deal sidebar. You need to add it once per record type you want it to appear on.
Repeat this for Quotes if you want the calculator available there too. The card works on deal and quote records.
Open a deal record in HubSpot. You should see the BNCPay Financing Calculator card in the right sidebar. Here's what to verify:
Card shows "Not Connected" or "Approval Pending"? Your BNCPay vendor account may not be approved yet, or the authorization step didn't complete. Email support@bncpay.com with your HubSpot portal ID and we'll check the connection status.
The calculator works directly inside your deal record sidebar. Here's how your sales team will use it day-to-day:
Payment estimates are based on the factor rates configured for your vendor account. These are typical financing estimates — final rates depend on the customer's credit approval through BNC Finance.
When a customer is ready to apply, click Send Application Link in the card. This opens HubSpot's email composer pre-filled with:
Review and customize the email as needed before sending. HubSpot logs the sent email on the deal record automatically.
Applications submitted through your vendor link are tracked in your BNCPay vendor portal. You'll receive a notification when a customer completes an application.
Card shows "Not Connected"
The authorization between your HubSpot portal and BNCPay account didn't complete. Go to HubSpot Settings → Integrations → Connected Apps, find BNCPay, and click to re-authorize. If that doesn't work, uninstall and reinstall the app.
Equipment price isn't auto-filling
Check that the deal has an amount set in the Amount field (not a custom field). The integration reads HubSpot's standard amount and hs_total_amount properties.
Card doesn't appear in the sidebar
You may need to add it manually — see Step 3. Cards added by integrations aren't always auto-pinned. Each HubSpot user can also customize their own sidebar view.
Monthly payment looks off
Payment estimates use the factor rates configured for your vendor account. If the numbers don't match what you expect, contact us at support@bncpay.com — we can adjust your factor rate configuration.
Still stuck? Email support@bncpay.com with your HubSpot portal ID and a description of the issue. We typically respond within one business day.
To disconnect BNCPay from your HubSpot portal:
If you also want us to delete any data stored on the BNCPay side (OAuth tokens, usage logs), email support@bncpay.com and we'll process the deletion within 30 days.