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ryandrive on September 01, 2023
Hello. I would appreciate any advice on how best to implement a check request form dashboard. I need the manager of a vehicle financing company to be able to view status of requests (w /remaining requirements), authorize payments, [..and initiat read more
0 upvote
1 Reply
Community Manager
September 04, 2023 12:01
Hi @ryandrive , This is an interesting use case, thank you for posting! I am, however, wondering if a HubSpot form is the best tool to more
jcovington on August 16, 2023
I am encountering an issue where some contacts who purchase a product through one of our payment links are not being sent a welcome email as part of a workflow. Based on what I've read in Hubspot's own knowledge base, any contact that comes int read more
7 Replies
Accepted Solution
Thought Leader | Elite Partner
August 17, 2023 09:37
@jcovington in your workflow, I'd suggest making the very first action "mark as marketing contact." That will solve this before an email is ever more
traviskl on July 10, 2023
Hi - I'm trying to figure out a way to create a report that only shows payments from Payment Links. I'm building a custom report right now with "Payments" as the primary source, but it won't let me pull in "Payment Link" association field to filter read more
1 upvote
3 Replies
Accepted Solution
July 12, 2023 16:54
Thanks for the reply. You can accept HubSpot Payments through an invoice. I think I figured out a workaround. I basically just needed a report that more
SLester on May 26, 2023
Hello fellow memebrs, Two questions: I am trying to link a CTA to a payment link and would like to inquire about the following: 1. How do I trigger a workflow based on succesful payment. I looked at all the conditions under contact, company, s read more
1 upvote
3 Replies
May 30, 2023 08:32
Thank you Diana. Team, I'd appreciate any ideas as I am stuck with this step. Sahar
rytrom on May 23, 2023
We use SAP B1 for invoice generation for the standar customers who place their sales orders directly (without generating payable quote). When we want to let them to pay directly via ACH or CC we create a custom payment link for the exact amount and read more
0 upvote
5 Replies
Accepted Solution
Thought Leader | Elite Partner
May 25, 2023 09:06
@rytrom in HubSpot Payments, you do now have the option to allow customers to set their price (when you create a custom line item): more
BenRubin on March 09, 2023
Would greatly appreciate the ability to use snippets in this text field! Currently, we have to manually copy and paste information from snippets, which can be time-consuming. Enabling snippet functionality in this field would greatly improve t read more
1 Reply
Top Contributor | Partner
March 09, 2023 17:44
You might want to submit this as a proper idea, so it gets the attention it deserves. 😃
NGallagher4 on January 08, 2023
When testing a payment link following the actions in this knowledge base article , should workflows involving that payment link be triggered too?
0 upvote
1 Reply
Top Contributor | Diamond Partner
January 09, 2023 02:33
Hi @NGallagher4 , Yes , work flows should still be triggered when testing a payment link . However , it 's more
ADuPhene on October 02, 2022
We are in the process of rebuilding this website on the HubSpot CMS: Phlebotomy Tech Training | DRM International Learning Center ( We are looking for a more elegant way to do the shopping cart without having to keep Woocommerce. read more
0 upvote
6 Replies
Accepted Solution
Top Contributor | Gold Partner
October 11, 2022 17:25
Hey @ADuPhene one idea that comes to mind is using javascript to change out the "purchase button" action. For example, you have a series of more
craigl on September 13, 2022
Under Settings > Notifications > Payments there is an option for Payment received that can be checked or unchecked for Super Users. For non-super users the option does not show up. I can't find a permission to allow it to show up, does anyon read more
0 upvote
1 Reply
Accepted Solution
Community Manager
September 14, 2022 14:01
Hi @craigl , Thanks for reaching out to the Community! I wanted to refer you to this help article that mentions that only users with more
Nandha18 on August 26, 2022
How to integrate Wise payments with HubSpot? Is there any integrations available?
0 upvote
2 Replies
Accepted Solution
Community Manager
August 29, 2022 04:22
Hi @Nandha18 Thank you for reaching out! There is no native integration between Wise and HubSpot, but I was able to find this more
Maryann on August 03, 2022
[AMA - Ask Me Anything] HubSpot Payments: Sell Online and Grow Your Revenue | August 2 - 5, 2022 Hi, everyone! This week, we have an AMA dedicated to HubSpot's payments tools . Head on over to: [AMA - Ask Me Anything] read more
HubSpot Product Team
August 04, 2022 08:45
@DanMoz Absolutely! Thanks for spreading the word. 🙂
JTzintzun on July 26, 2022
Hello everyone 👋 We just set up HubSpot payments and I'm trying to figure out the best standard operating procedure to communicate to our team. Our Current Situation We utilize an integration with our current CPQ software (QuoteWerks) t read more
0 upvote
1 Reply
Accepted Solution
Guide | Diamond Partner
July 26, 2022 14:24
You can create a custom line item when creating a payments link, so I think you should be in good shape more
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