Tips, Tricks & Best Practices

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Ceekay100 on April 26, 2023
Hi, How can we go about accepting payment in Hubspot, we're located outside of USA. Thanks, Cee
0 upvote
7 Replies
Accepted solution
Thought Leader | Platinum Partner
April 26, 2023 11:58
@Ceekay100 There are a good few on the HubSpot app marketplace! If you click into the app marketplace on the top right of your portal and search fo...read more
Solved
Sam62 on January 24, 2023
I want to know if I've created a PDF guide and I'm hosting it on my WordPress website, how can I create a workflow to offer that content after a successful paid transaction.
0 upvote
5 Replies
Accepted solution
Most Valuable Member | Diamond Partner
January 24, 2023 08:42
+1 for @SNigam 's solution here, @Sam62 . I'd definitely use HubSpot payments so when someone fills out the form and gives you the payment, you can...read more
kvlschaefer on October 27, 2022
CRM objects are linked to multiple tools in HubSpot, including the Payments Object. Enhance your HubSpot Payments experience by automating commerce processes and internal processes using the workflow tool. How does it work ? Nav read more
Participant
October 21, 2024 10:23
@kvlschaefer , thank you for this guide. Out team is trying to work out what we can do with Workflows after payments, and this ia a solid start for ...read more
kvlschaefer on October 20, 2022
The payments object is a powerful feature of HubSpot Payments which stores each buyer’s transactional data when they submit payment through payments links or quotes. How does it work ? The payments index page has a similar i read more
Community Manager
November 01, 2022 08:39
Hi @AMulready , Me too! I'm looking forward to the day when this feature is available for our global customer base 🙂 I hope this guide pr...read more
kvlschaefer on October 06, 2022
Add a payments link directly to your website, landing page, or blog with the payments links in the CMS feature for HubSpot Payments . How does it work? Add the default payments module to a drag or drop page or template or add read more
Community Manager
October 07, 2022 09:28
Hey @Jnix284 , Thanks for replying! 😊 I'm so happy to hear that you're excited about integrating payments with modules! It adds mo...read more
kvlschaefer on September 28, 2022
Convert email CTA buttons into direct payments links with the payments links in the marketing emails feature for HubSpot Payments . How does it work? When a buyer clicks the button from an email, they will be taken to the checko read more
Hall of Famer
September 29, 2022 20:57
@kvlschaefer haven't had a chance to try in marketing emails yet, this is a really great use case though! I'm excited to see how others start using...read more
Solved
kvlschaefer on September 21, 2022
Accept payments once their customers fill out a form, plus capture leads and track payments all on one platform with the payments in forms feature for HubSpot Payments . How does it work? When a visitor submits the form, the visit read more
Accepted solution
Most Valuable Member | Diamond Partner
September 22, 2022 08:32
Thanks for the tag @kvlschaefer ! Here's what I've done: Create a paid consulting session meeting link that will allow me to set up one-off ...read more
kvlschaefer on August 17, 2022
Get paid quickly and streamline your checkout experience with the payments in meeting links feature for HubSpot Payments . How does it work? When a customer books a meeting, they will be taken to a payments checkout page where the read more
Contributor
February 28, 2024 11:31
Hi everyone, Many thanks for sharing How to Succeed with Payments in Meeting Links. I am following this steps. Even I am able to create a Meeting ...read more
kvlschaefer on July 25, 2022
In 2022, HubSpot introduced a payments tool focused on helping you grow your eCommerce presence from within your CRM. Since then, the product team has been working behind the scenes to enhance this tool with new features and integrations, which wer read more
Member
October 06, 2024 09:42
I was going to use this platform to do reoccurring billing, but you don't have the option. Suggestion: use a very simple format Repeat this in...read more
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