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HubSpot Integration

Add equipment financing to your HubSpot CRM

BNCPay puts a live financing calculator inside every deal record. Calculate monthly payments, send application links, and close more deals — without ever leaving HubSpot.

Get Started Free View install guide
HubSpot CRM — Deal Record
Maverick Pro X6 Drone Fleet
Apex Field Services · $48,500
Financing Calculator
Equipment Price
$48,500
Term
Est. Monthly Payment
$1,018 / mo
✉ Send Application Link ▶ Call Script
Free to installNo setup fees or commissions
5-minute setupSelf-serve setup via direct link
Works on any planFree CRM to Enterprise
No switching tabsEverything inside HubSpot
How it works

Financing inside every deal, in three steps

Your sales reps already live in HubSpot. BNCPay meets them there — no new tools, no extra tabs, no manual handoffs.

1
Install via your vendor setup link
Once approved, you'll receive a direct install link to connect BNCPay to your HubSpot account. Click it, authorize the connection, and add the financing card to your deal sidebar — takes about 5 minutes.
2
Calculator appears in every deal
The BNCPay card shows up in your deal sidebar automatically. It reads the deal amount and instantly calculates monthly payment estimates for 24, 36, 48, and 60-month terms.
3
Send and track financing in one click
Click "Send Application Link" to open HubSpot's email composer pre-filled with the payment estimate and a financing link. The sent email is logged on the deal automatically.
What you get

Everything your sales team needs to close financing deals

BNCPay gives equipment vendors a complete financing workflow inside HubSpot — from first calculation to application sent.

⚡
Live payment estimates
Instant monthly payment calculations based on equipment price and term. Updates in real time as your rep adjusts the numbers. No spreadsheets, no manual math.
🔗
One-click application links
Send a financing application link directly from the deal record. Your vendor ID is automatically attached so applications route to you — not a generic form.
📋
Deal amount auto-fill
The calculator reads the deal amount from HubSpot automatically. Your team doesn't have to re-enter numbers — the right price is already there when they open the card.
📞
Built-in call script
Expand the call script panel for talking points, common objections, and a closing guide — all tailored for equipment financing conversations. Built directly into the card.
✉️
Personalized financing emails
Enter the equipment name or model and the email automatically includes it — "The John Deere 5075E is as low as $533/mo on approved credit." One field, fully personalized.
📝
One-click note logging
Log a financing note directly to the deal record in one click — no form, no typing. The note is pre-written based on the payment estimate and equipment discussed.
✅
One-click follow-up tasks
Create a follow-up task on the deal with one click. It's automatically titled, dated 3 days out, and associated to the deal — so nothing falls through the cracks.
🔒
Secure OAuth connection
BNCPay connects to HubSpot via OAuth — the same secure standard used by every major integration. No passwords shared, and you can disconnect at any time.
Why BNCPay

Your competitors are already offering financing in their CRM

Equipment dealers without a CRM-integrated financing tool are losing deals at the follow-up stage. BNCPay closes that gap.

Capability Widget-only competitors BNCPay + HubSpot
Live payment estimates ✓ Website only ✓ Inside every HubSpot deal
Send financing application ✗ Customer finds it themselves ✓ One click from the deal record
Deal amount auto-fill ✗ Manual entry required ✓ Reads from HubSpot automatically
Activity logging ✗ Nothing tracked in CRM ✓ Every email logged on the deal
One-click note logging ✗ Manual note required ✓ Pre-written note logged in one click
Follow-up task creation ✗ Not included ✓ One-click task, auto-dated 3 days out
Personalized financing emails ✗ Generic link only ✓ Equipment name + payment mail-merged
Works for quote-based sales ✗ Ecommerce products only ✓ Any deal amount in HubSpot
Call script for reps ✗ Not included ✓ Built into the deal card
Cost to vendors Varies Free
FAQ

Common questions

Can't find what you need? Email us at support@bncpay.com — we typically respond within one business day.

BNCPay adds a financing calculator card directly inside your HubSpot deal records. It auto-fills from the deal amount, calculates monthly payment estimates for different terms, and lets your team send financing application links to customers in one click — all without leaving HubSpot.
Yes. BNCPay works with any HubSpot account, including the free HubSpot CRM. No paid HubSpot tier is required to use the BNCPay financing card inside your deals.
Yes. BNCPay is free to install for approved equipment vendors. BNCPay earns revenue through the financing transactions, not through fees charged to vendors.
Setup takes about 5 minutes. Once approved as a BNCPay vendor, you'll receive a direct install link to connect BNCPay to your HubSpot account. Click it, authorize the connection, add the financing card to your deal sidebar, and you're live. See the HubSpot setup guide for step-by-step instructions.
BNCPay is the technology platform that connects vendors to financing. Financing is provided by BNC Finance, a commercial equipment financing company. Customers who click the application link are taken to BNC Finance's application at bncfin.com/app.
Yes. BNCPay is a technology platform — you are never the lender. BNCPay connects your HubSpot deals to BNC Finance, which handles all credit decisions and funding. Your sales team uses the calculator inside the deal card; BNCPay handles the financing infrastructure.
Most commercial and industrial equipment qualifies — construction equipment, agricultural machinery, drones and UAVs, commercial vehicles, restaurant equipment, industrial machinery, printing equipment, landscaping equipment, and more. Equipment is typically priced at $5,000 or above.
Yes. BNCPay works with any HubSpot account, including the free HubSpot CRM. No paid HubSpot tier is required to use the BNCPay financing card inside your deals.
Industries

Built for commercial equipment dealers

If your HubSpot deals involve contractors, farms, operators, or companies buying equipment — BNCPay is built for your sales team.

🏗️ Construction equipment
🚜 Agricultural machinery
🚁 Drones & UAVs
🚛 Commercial trucks
🔧 Industrial machinery
🌿 Landscaping equipment
🌊 Marine equipment
🧊 Restaurant equipment
🖨️ Printing & production
Get Started

Ready to add financing to your HubSpot CRM?

BNCPay is free for approved equipment vendors. Contact us to get set up — we'll have the integration running in your HubSpot account within 24 hours.

Become a Vendor View install guide
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