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
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
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
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
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
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
We are in the process of rebuilding this website on the HubSpot CMS: Phlebotomy Tech Training | DRM International Learning Center (drmilc.com) We are looking for a more elegant way to do the shopping cart without having to keep Woocommerce. read more
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
[AMA - Ask Me Anything] HubSpot Payments: Sell Online and Grow Your Revenue | August 2 - 5, 2022
This week, we have an AMA dedicated to HubSpot's payments tools .
Head on over to: [AMA - Ask Me Anything] read more
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