Is there any way to automatically add a payment link to every new deal that is created from a form submission?
In order to completely automate my deal based workflow, i need to automatically reconcile payments to each deal when the payment is received through stripe in order to trigger a workflow to move the deal to the next stage.
I send the payment link in an automated email, but it will only link the payment to the deal if i add the payment link manually on the right sidebar.
Any help with automating this process would be much appreciated.
Hi @JYoung17 and welcome, it’s such a pleasure to have you here!
This is a great question, thanks for asking the Community!
When looking at this article “Create and share a payment link”, I can see that, to create a new deal for each purchase, you can click to toggle the Create a new deal for each payment switch on. Then, you can select a Deal pipeline and Deal stage for the new deal using the dropdown menus.
Is that what you are looking for, please?
If it’s not the case, can you please provide additional information so that we can help you the best we can.
I’d love to also put you in touch with some of our Top Experts and Community Members:
Hi @RCooke2, @MariZanchetta, @AntoineCoeurWay, @HubSpot_Corey, @danmoyle and @JenBergren do you have suggestions to help @JYoung17, please?
Have a beautiful day and thanks so much!
Best,
Bérangère
Hey @BérangèreL ,
Thank you for pointing that out, i am aware that you can create a new deal when a payment is made but this is not what i am trying to acheive.
To expand,
Initially the deal is created from a form submission, which in my case is neccessary. The contact of that deal is then sent an automated email with a Payment Link which associated to the DEAL (It must be associated to the deal as the contact may have multiple).
When the contact makes a payment i do not need a new deal to be created, i just need the payment to be associated to the existing deal. After some testing, if the contact is just emailed the payment link it will not associate the payment with that deal. It will only associate the payment with the deal if, in addition, i add the payment link to the deal in the right hand side panel.
So in short, i would like to auto populate any new deals (Created via form submission) with the payment link in the right hand side panel to automate this process.
Thank you!
Hello @JYoung17,
I use the same process, a deal is created from form submission, though I’m wondering how you send them an automated email with a Payment Link?
Is this something you picked up from HubSpot marketplace? I don’t believe it’s a native feature of HubSpot?
Look foward to your reply.
Hi @RyanAlisterHill,
Thanks for adding to the thread here!
My first thoughts here, would be to look into using the transactional emails add-on, then use workflows triggered by form submission. I’d also like to tag in some of our Top Contributors to see if they have any expert tips and tricks on this!
Hi @karstenkoehler, @EugeneAtKiwi, @CarolinaDeMares -- Do you have any suggestions for @RyanAlisterHill?
Thanks!
Sam, Community Manager
Hey @SamTassey , thanks for tagging.
@RyanAlisterHill IIRC you can just create a payment link, make sure it’s not set as a single-use only and insert that link in the automated email template that you’ll send in a workflow triggered by a form submission.
Hi @JYoung17, here’s what could be a possible solution, I think. I haven’t fully tested it.
First, I think you’ll want to toggle on the setting in the payment link @BérangèreL suggested.
I assume your email is being sent from a workflow? If it is a simple workflow from the form settings, you’ll want to delete that and use a regular workflow.
For the workflow, trigger off a form submission event. Then, use the create record step to create your deal and associate it with the enrolled contact object.
I’m unclear how new deals are being created in your existing process, so you’d want to make sure multiple deals aren’t being created for the same contact.
In this same workflow, you can send your email as it sounds like you are currently doing.
[this is the part I haven’t tested] but when a contact pays from the payment link, it will look to see if that contact is associated with a deal, which it should from the workflow. Then, it will associate that payment link to the existing deal.
Let me/the community know if this would not work based on your existing processes.
All the Best,
Ryan Schweighart
Whole Hart Impact, LLC
whimpact.co
I help businesses with HubSpot and Zapier.
