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
Oct 18, 2021 5:54 AM
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,