Set Up a Free Trial Through Payments

[swarlop]

Is it possible to set up payments through the new Payments BETA that does the following:

Free 1 month trial with no CC required

Close to 1 month require purchase with CC

Recuring monthly payments after the 1 month free trial

[TitiCuisset]

Hi @swarlop 

Thank you for reaching out. 

I had a look in our documentation here and it seems you can decide if the payment will be recurring, you can also choose a fixed number of payments or instead having a one time only payment. A free trial doesn't seem to be an option that can be automatically attached to a required purchase close to one month. 

What could be possible would be maybe to create a custom property to classify contacts with a free trial, and then use a task to remind the HubSpot user to create a quote/payment close to the end of the trial - but it's true it'll need manual steps.

I'd also recommend posting an Idea in our Ideas Forum regarding this. That way other users can upvote it; and the Product Team regularly monitors the Forum

Hope that helps.
Have a lovely day,
Tiphaine.

[ISlater]

Hello, has this been updated to include trials?