> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sintropix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM and Payment Integrations for Revenue Automation

> Connect HubSpot or Salesforce to automate revenue recognition schedules, and link Stripe or Mercado Pago to reconcile payment settlements automatically.

Your CRM holds the contracts that drive your revenue, and your payment platforms process the cash that proves it. Sintropix connects to both so that revenue recognition happens automatically from closed deals, and every payment settlement is matched to the correct bank deposit during reconciliation — closing the loop between commercial activity and accounting.

## CRM Integrations

CRM integrations power Sintropix's revenue recognition engine. When a deal is marked as closed/won in your CRM, Sintropix picks it up, reads the contract terms, and builds the recognition schedule without manual input from your accounting team.

### HubSpot

Sintropix connects to HubSpot via OAuth and pulls all **Closed Won** deals. For each deal, Sintropix reads the following standard fields to construct the revenue contract:

| HubSpot Field              | Sintropix Mapping   |
| -------------------------- | ------------------- |
| Deal Amount                | Contract Value      |
| Close Date                 | Contract Start Date |
| Contract End Date (custom) | Contract End Date   |
| Billing Frequency (custom) | Billing Cadence     |
| Deal Name                  | Contract Reference  |

Sintropix uses the contract value and term to calculate the monthly recognition amount, then posts deferred revenue and revenue recognition entries to the general ledger automatically each month.

### Salesforce

Salesforce connects via OAuth and follows the same logic. Sintropix pulls **Closed Won** opportunities and maps fields to the revenue contract:

| Salesforce Field  | Sintropix Mapping   |
| ----------------- | ------------------- |
| Amount            | Contract Value      |
| Close Date        | Contract Start Date |
| Contract End Date | Contract End Date   |
| Billing Type      | Billing Cadence     |
| Opportunity Name  | Contract Reference  |

<Tip>
  If your HubSpot or Salesforce deal structure uses custom field names that don't match Sintropix's defaults — for example, if your team tracks contract value in a custom "MRR" field rather than the standard Deal Amount — contact Sintropix support to configure a custom field mapping. Custom mappings are applied at the integration level and do not require changes to your CRM.
</Tip>

## Payment Integrations

Payment integrations capture settlement data from your payment processors and feed it into Sintropix's reconciliation engine. Each incoming payment and payout is matched against the corresponding bank deposit, so your cash receipts reconcile automatically.

### Stripe

Sintropix connects to Stripe via API key and imports:

* **Payment intents and charges** — each successful charge is recorded as a cash receipt against the corresponding invoice
* **Refunds** — processed as credit notes and matched against the original charge
* **Payouts** — each Stripe payout (the transfer from your Stripe balance to your bank account) is imported and matched to the corresponding bank deposit during reconciliation

This means that when a customer pays a Stripe invoice, Sintropix records the receipt, tracks the funds moving through your Stripe balance, and then reconciles the payout when it lands in your bank — with no manual steps.

### Mercado Pago

Sintropix imports Mercado Pago payments and settlements, supporting transactions in MXN, CLP, ARS, PEN, COP, and BRL. Because Mercado Pago is used across multiple LATAM entities, you connect it separately per entity, and all transactions are recorded in the entity's functional currency with FX conversion applied where needed.

## Revenue Recognition from CRM

Once your CRM is connected, the revenue recognition workflow runs as follows:

<Steps>
  <Step title="Connect HubSpot or Salesforce">
    Navigate to **Settings → Integrations → CRM**, select your provider, and complete the OAuth authorization. Sintropix will immediately begin pulling Closed Won deals.
  </Step>

  <Step title="Sintropix imports closed deals">
    Sintropix reads each deal's contract value, start date, end date, and billing cadence. New deals sync daily; you can also trigger a manual sync to pick up deals closed earlier in the day.
  </Step>

  <Step title="Review imported contracts">
    Go to **Modules → Revenue Recognition** to see all imported contracts. Review the recognition schedule Sintropix has generated — verify the contract value, term, and monthly recognition amounts are correct before approving.
  </Step>

  <Step title="Approve the recognition schedule">
    For each contract, click **Approve** to confirm the schedule. You can edit any field before approving if the imported data needs adjustment.
  </Step>

  <Step title="Sintropix posts entries automatically">
    Each month, on the schedule close date, Sintropix posts the deferred revenue release and recognized revenue journal entries to the general ledger. Your P\&L and Balance Sheet update automatically — no manual entries required.
  </Step>
</Steps>

## Related Modules

<CardGroup cols={2}>
  <Card title="Revenue Recognition" icon="chart-line" href="/modules/revenue-recognition">
    Review and manage recognition schedules, approve contracts, and track deferred revenue balances across all entities.
  </Card>

  <Card title="Accounts Receivable" icon="file-invoice-dollar" href="/modules/accounts-receivable">
    Monitor open invoices, track customer payment status, and see how Stripe and Mercado Pago payments are matched to outstanding AR.
  </Card>
</CardGroup>