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Maryann
by: HubSpot Product Team
HubSpot Product Team

ICYMI: 3 NEW Things You Can Do With HubSpot's Payments Tools

Customer Spotlight: This Company Made $700,000 in Just 3 Days Using HubSpot Payments

At HubSpot, we’re inspired and in awe of our customers who run incredible small businesses, stay ahead of competition and create products and services their customers love. 

 

We recently caught up with the Nutritional Coaching Institute (NCI) team. NCI provides coaches and certifications for coaches in the industry. Their steadfast desire to win, plus knack for identifying systems and efficiencies led them to a whopping $700,000 in revenue in just three days. And, get this — they’re running their business using both HubSpot’s CRM and payments tools. 

 

Hear from NCI yourself: 

 

“If you’re chasing down numbers from a bunch of different systems and it’s stopping you from doing the sales management you want to do in order to grow your sales teams, then switch to HubSpot payments — it’s by far the most important tool that we use at our company here at NCI.” - Nick Ross, Nutritional Coaching Institute 


3
NEW Things You Can Do With HubSpot Payments

Want to see incredible results similar to NCI? Here are three (3) new things you can do with HubSpot’s payments tools that may help manage your business: 

 

#1). Subscription management enhancements 

Subscription management encompasses all the ways you can manage your customers’ subscriptions to a product and/or service, thereby creating a seamless experience for both you and your customer. 

 

Now, we’re introducing subscription upgrades and downgrades. 

 

The following subscription changes are supported:

  • Add a new line item that the buyer agreed to subscribe to

  • Remove an existing line item that the buyer doesn't want to subscriber to anymore

  • Swap a line item with a new line item when a buyer wants to upgrade or downgrade

  • Increase or decrease the number of seats/ quantities/ units of line items a buyer originally subscribed to

  • Add or remove discounts on the line items

  • Modify the next recurring payment date for subscription

These are currently in public beta and automatically rolling out this week. If you’re an existing HubSpot payments user, log in to manage your subscriptions.


Don’t have HubSpot payments and want access to subscription management? If you’re a U.S.-based HubSpot user with Starter, Pro or Enterprise, please log in to sign up for payments.


#2). Create and send payment links from contact, company or deal records 

A new payment link can be created or an existing payment link can be associated with a contact, company or deal record. You can now create a link in just 10 seconds, down from an average time of 3 minutes. 

 

Plus, now payment records automatically associate with the deal from which the payment link responsible for that payment record was created.

 

If you’re an existing HubSpot payments user, log in to manage your payments links.


Don’t have HubSpot payments and want access to payment links? If you’re an U.S.-based HubSpot user with a subscription to Starter, Pro or Enterprise, please log in to sign up for payments.

 

#3). Enable multiple payment links on a form 

One of our customers’ favorite ways of collecting payments is via forms. Now, you can allow customers to select a specific payment link when completing a form. When your business offers a number of different products, you'll need your customers to select which product they want to purchase. With these improvements, you can now extend your touchless sales experience to forms.

 

Multiple payment links in forms.png

 

Your turn! What did you think about the Nutritional Coaching Institute’s success? What’s your favorite HubSpot payments update? 

 

Comment down below and let us know. 

 

Who Gets It?

Currently, HubSpot payments is available for U.S.-based customers with a Starter, Pro or Enterprise subscription. 

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