Looking to Generate invoices in Paypal from Hubspot Quotes
SOLVE
Hello,
My company is incorporated in Israel, which is not supported by Hubspot Payments or by Stripe, so we send most of our payment requests on Paypal so that people can easily pay by credit card.
I'm struggling to find a seamless way to:
- Generate an invoice automatically in Paypal from a Quote in Hubspot.
My ideal workflow would be to find a way to send out payment links in a super easy way (right now everything is manual). I've read a few things about Zapier, Payfast, Xero etc etc but haven't anything concrete.
Does anybody currently work with the same system? And have any recommendations?
Looking to Generate invoices in Paypal from Hubspot Quotes
SOLVE
@danbanon - With custom-coded workflow actions in HubSpot's Operations Hub and PayPal's API you'll be able to build out automation in your HubSpot portal that creates a Paypal invoice when a HubSpot deal closes (or whatever your HubSpot trigger is to generate a Paypal invoice).
Looking to Generate invoices in Paypal from Hubspot Quotes
SOLVE
@danbanon - With custom-coded workflow actions in HubSpot's Operations Hub and PayPal's API you'll be able to build out automation in your HubSpot portal that creates a Paypal invoice when a HubSpot deal closes (or whatever your HubSpot trigger is to generate a Paypal invoice).