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danbanon
Participant

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? 

Thanks! 

0 Upvotes
1 Accepted solution
HFisher7
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

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).

-----
Hannah Fisher | HubSpot Platform Consultant @BabelQuest - Elite HubSpot Partner


 


Hannah Fisher
CRM Platform Consultant @ Elite HubSpot Partner BabelQuest
Unlock the potential of HubSpot

Did my post help answer your query? Help the Community by marking it as a solution

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3 Replies 3
danbanon
Participant

Looking to Generate invoices in Paypal from Hubspot Quotes

SOLVE

Hey Hannah, 

 

Is this something you'd be able to help out with? 

 

Thanks, 

 

Dan

0 Upvotes
HFisher7
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Looking to Generate invoices in Paypal from Hubspot Quotes

SOLVE

@danbanon - If you are interested in working with a developer on this action code reach via DM and I'll send the details of my colleague who can help 


Hannah Fisher
CRM Platform Consultant @ Elite HubSpot Partner BabelQuest
Unlock the potential of HubSpot

Did my post help answer your query? Help the Community by marking it as a solution
HFisher7
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

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).

-----
Hannah Fisher | HubSpot Platform Consultant @BabelQuest - Elite HubSpot Partner


 


Hannah Fisher
CRM Platform Consultant @ Elite HubSpot Partner BabelQuest
Unlock the potential of HubSpot

Did my post help answer your query? Help the Community by marking it as a solution