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JackCoopersmith
Équipe de développement de HubSpot
Équipe de développement de HubSpot
Membre depuis ‎nov. 15, 2016
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  • Solutions
    6
  • Réponses
    66
  • Mentions J'aime ajoutées
    21
  • Mentions J'aime obtenues
    100
  • Idées
    0

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Jack Coopersmith

I've been at HubSpot for more than 5 years, starting on our Customer Support team, then focusing on experimental roles in our Customer Success and Sales organizations. I'm now working on our GTM Strategy for our new Payments product, which I believe will further our mission to help millions of organizations grow better immensely. If you ever have any questions or want to chat, don't hesitate to reach out!

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Résolues
EJohnston le Mai 11, 2022
Provisioning user upon payment success?
We want to switch from using Stripe directly to using Hubspot Payments as part of our user signup flow, and I'm stuck on how to get confirmation of payment success to our backend. If successful payments appear like normal transactions in Stripe' Lire la suite
Répondre Discussion Payments
0 Mention J'aime
8 Réponses
JackCoopersmith
Équipe de développement de HubSpot
Juin 05, 2023
Hi @SLester I hope you had a nice weekend! So to fire a workflow based off of a successful payment, you can create a payment-based workflow with a ...Lire la suite
Propagam le Août 29, 2022
How do you deal with schedule payments?
Hey guys, I'm currently setting up the deals + quotes + invoicing workflow automation for my company. I've come across some issues as I've started doing the setup. Our current setup that we're trying to achieve is with QUICKBOOKS, STRIPE Lire la suite
Répondre Discussion Payments Professional
0 Mention J'aime
12 Réponses
JackCoopersmith
Équipe de développement de HubSpot
Mai 25, 2023
@at-smartdrone check out this video I recently spun up that touches on where we stand with this. **Necessary disclaimer in the interest of transp...Lire la suite
Résolues
rytrom le Mai 23, 2023
Generic payment link
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 Lire la suite
Répondre Discussion Payments Professional
0 Mention J'aime
5 Réponses
JackCoopersmith
Équipe de développement de HubSpot
Mai 25, 2023
+1 to what @danmoyle mentioned above, you can absolutely place a payment link anywhere you can place a hyperlink. You can also create payment links...Lire la suite
Résolues
AHernandez08 le Mai 16, 2023
Integrate QuickBooks and Hubspot
We want to integrate our HubSpot account with our QuickBooks Online account. We want to have all of the data centralized in HS, we'll be using the Payments tool, and we plan to sync the invoicing information from HS to QB using workflows. Which is t Lire la suite
Répondre Discussion best practices Integrations Payments
0 Mention J'aime
3 Réponses
JackCoopersmith
Équipe de développement de HubSpot
Mai 18, 2023
+1 to what @kvlschaefer mentioned! So we're thinking quite a bit about this integration nowadays and I do indeed expect to see some changes on this...Lire la suite
JStull8 le Mai 02, 2023
Hubspot for Ecommerce
I am building an ecommerce website and I see a way that I could bypass integrating a third party app like shopify but would like a second opinion. My client is non-profit and sells experiences (ie. trips to peru, etc) and has a donate option on Lire la suite
Répondre Discussion Starter
1 Mention J'aime
10 Réponses
JackCoopersmith
Équipe de développement de HubSpot
Mai 15, 2023
Thanks for the tag here @kvlschaefer and thanks for the post @JStull8 ! So it does indeed seem like HubSpot payments would do the trick for you f...Lire la suite
MrBean le Avril 18, 2023
Itemized Receipts for Children Companies
Hey @JackCoopersmith , Would love to one day be able to generate an itemized receipt/invoice that breaks down by children companies AND collect through hubspot payments That would be incredible if we could do that. As the parent is the or Lire la suite
Répondre Idée Payments
0 Mention J'aime
3 Réponses
JackCoopersmith
Équipe de développement de HubSpot
Avril 19, 2023
That seems to me like individual line items and then the total amount to be paid will indeed be the sum of those line items. This is doable with invo...Lire la suite
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