Looking to Generate invoices in Paypal from Hubspot Quotes

Revenue Hub Commerce Tools
1

Hello,
My company is incorporated in Israel, which is not supported by Hubspot Payments or by Stripe, so we send most of our payment requests on Paypal so that people can easily pay by credit card.
I’m struggling to find a seamless way to:
- Generate an invoice automatically in Paypal from a Quote in Hubspot.
My ideal workflow would be to find a way to send out payment links in a super easy way (right now everything is manual). I’ve read a few things about Zapier, Payfast, Xero etc etc but haven’t anything concrete.
Does anybody currently work with the same system? And have any recommendations?
Thanks!

2

@danbanon - With custom-coded workflow actions in HubSpot’s Operations Hub and PayPal’s API you’ll be able to build out automation in your HubSpot portal that creates a Paypal invoice when a HubSpot deal closes (or whatever your HubSpot trigger is to generate a Paypal invoice).
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Hannah Fisher | HubSpot Platform Consultant @BabelQuest - Elite HubSpot Partner

3

Hey Hannah,

Is this something you’d be able to help out with?

Thanks,

Dan

4

@danbanon - If you are interested in working with a developer on this action code reach via DM and I’ll send the details of my colleague who can help

5

I think you should get a llc registered in USA

6

I understand the struggle of trying to find a seamless payment workflow, especially when HubSpot Payments and Stripe aren’t options for you. Here’s a potential solution that might work for your needs:

1. Use Zapier to Automate the Workflow:
Zapier can be a powerful tool to connect HubSpot and PayPal. You can set up a Zap that triggers when a Quote is created or updated in HubSpot. This Zap could then automatically create an invoice in PayPal, which you can send directly to your customers. While setting up, you’ll need to map fields from the HubSpot Quote to the corresponding fields in PayPal.

2. Explore Xero for Invoicing:
If you’re open to using additional software, Xero is a robust accounting tool that integrates well with HubSpot. You can generate invoices in Xero based on the data from HubSpot and then use Xero’s integration with PayPal to handle payments.

3. Consider Custom Development:
If Zapier or other tools don’t fully meet your needs, custom development might be a route to consider. A developer could create a custom integration that fits perfectly with your workflow, automating the process end-to-end.

In case you’re exploring other tools to enhance your business communication, especially for sending out notifications or updates to clients, you might want to look into Blue WhatsApp Plus . It offers extended features that could be particularly useful for maintaining customer relations.

7

Use HubSpot’s native Xero integration to sync quotes with Xero invoices automatically.
Once a quote is approved in HubSpot, it creates an invoice draft in Xero.
From Xero, you can connect your PayPal account and generate a payment link.
This lets clients pay via credit card through PayPal without extra steps.
Xero will track payment status and sync it back to HubSpot.
This eliminates manual entry and keeps both systems aligned.
You can also automate invoice creation using HubSpot workflows + Xero triggers.
I suggest you give a try Hubspot xero integration app This will help to convert deals into Xero invoices and see customer revenue in HubSpot. If you have any questions, you can book a free consultation; their experts will help you integrate - https://meetings.hubspot.com/cloudify/app-assistance

8

Hi @danbanon, nice to meet you!

Yeah, this is not the first time I’ve come across this problem. We have a HubSpot app called Portant can help automate the invoice/document side and make the hand-off to PayPal much easier.

Here’s a simple workflow you might want to try:

  • Use Portant to create a polished invoice (Google Doc or PDF) directly from your Quote data so you avoid copy/paste and manual errors. See the invoice guide: Invoices | Portant Docs
  • Add a Portant action to a HubSpot workflow so invoices are created automatically when a quote is finalised: Add a Portant action to a HubSpot workflow | Portant Docs
  • Portant can create PDFs, save them back inside HubSpot (or to Google Drive) and attach/send them by email: Documentation | Portant Docs
  • Create PayPal payment links (final step): Portant doesn’t currently create PayPal payment links natively, but you can use a connector like Zapier to take the generated invoice or its link and create/send a PayPal payment link automatically: Zapier | Portant Docs

If you’d like, I can help map this out for your account and set up a quick proof-of-concept (HubSpot Quote → Portant invoice → Zapier → PayPal). You can email me directy at tom@portant.co and I’ll help you test it?

Hope it helps! Bye for now,

Tom

Marketing @ Portant

Portant App for HubSpot: