CRM

I’ve automated deal creation using Zapier, so when a client submits an inquiry via the website, a deal is automatically created in HubSpot with the provided information. Now, I want to ensure that when a payment link is associated with a specific ...

Hi there, I've set up a quote template with a partial payment (installment). But I can't test if it works ok, because to use the test Credit Cards you need a payment link and change it to "testing" mode. The partial payment in the quote does no...

We are a supplier of Battery energy Storage systems to commercial customers. Many of our projects (deals) require that we supply our equipment in several tranches over several months or sometimes greater. When the Deal is closed as Won, the Dea...

Hey HubSpot community, Does anyone have any solutions for importing past payment records into HubSpot? Since we are located outside USA, we can't use the HubSpot payments tool or the built in Stripe integration so we thought we could just downlo...