How long does it take to set up the HubSpot integration?

Setup takes about 5 minutes. Apply to become a BNCPay vendor, and we'll configure your HubSpot integration and walk you through adding the financing card to your deal sidebar. The calculator is immediately available on all deal records.

HubSpot B2B Equipment Financing Integration

Two places it works

Two ways BNCPay shows up in HubSpot

BNCPay covers both sides of a HubSpot sale — the deal your team works internally, and the quote your customer actually receives.

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Available Now

In the deal record

A financing calculator card lives inside every HubSpot deal. It auto-fills from the deal amount, calculates monthly payments, and sends a pre-filled application link in one click. Connected once by installing the BNCPay HubSpot app.

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Available Now

On your quotes

A snippet added to your HubSpot quote template makes every quote you send automatically show an “as low as $X/mo” estimate, calculated from the quote total. No app to install — it lives in the template.

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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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. Alongside the calculator card inside deal records, BNCPay offers a quote-template add-on: you add a snippet to your HubSpot quote template once, and every quote you send automatically shows an “as low as $X/mo” estimate calculated from the quote total. The deal-record card requires installing the BNCPay HubSpot app; the quote snippet does not — it lives in your template.

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 across every vertical

If your HubSpot deals involve businesses buying equipment from you, BNCPay is built for your sales team. See industry-specific guides for how drone and UAV dealers, medical equipment dealers, and more use BNCPay inside HubSpot.

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Drone & UAV Dealers

Close larger fleet deals with payment estimates inside every HubSpot deal record. Built for commercial and enterprise UAV resellers.

See the guide →

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Medical & Dental Equipment Dealers

Help clinics, practices, and hospitals say yes to big equipment purchases by putting monthly payment estimates inside every deal record.

See the guide →

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Office & IT Equipment Dealers

Copiers, servers, phone systems — businesses finance all of it. BNCPay puts the monthly number in HubSpot before sticker shock ends the conversation.

See the guide →