How To Streamline Processes For Offline Payments In HubSpot: The CRM Benefits

Offline payments sound better when you can rely on an automated mechanism that helps keep track of this cash flow.

Using HubSpot CRM alongside integrating an offline payment system surely can help you unlock new levels of efficiency while not messing it up.

So, today we’ll learn how to bridge the gap between accommodating offline transactions and its convenient management.

3 Core Benefits That Only Offline Payments Offer

Offline payment modes offer a distinct advantage in today’s increasingly digital world. They provide a reliable and secure transaction method, ensuring financial inclusivity for remote and underserved communities.

Additionally, offline payments are crucial during network outages or cyberattacks, maintaining the continuity of business operations and consumer transactions. This robustness makes offline payment systems an essential complement to online methods, fostering a more resilient and adaptable financial ecosystem.

Broader Market Reach

Certain market segments, such as those in regions with limited internet access or areas where cash transactions are prevalent, may heavily rely on offline payment methods. By accepting offline modes of payment, you can tap into these markets and expand your reach beyond online channels.

Reduced Transaction Costs

Depending on the payment methods you offer offline, such as cash or checks, you may incur lower transaction fees compared to online payment processing fees. This can result in cost savings for your business, especially for transactions with high volumes or large ticket sizes.

Flexibility and Adaptability

Offering multiple payment options, including offline, provides customers with greater flexibility in how they transact with your business. This adaptability can attract new customers, especially those who prefer or are only able to pay using traditional payment methods. Thereby, expanding your customer base and revenue opportunities.

FormPay For Offline Payment In HubSpot

If you look at the conditions mentioned on the ‘Set up HubSpot Payments’ guide page, you will find that the HubSpot payments solution and Commerce Hub are designed for selling non-physical goods and less suitable for those shipping physical goods.

Thus, the eCommerce functionalities expected of HubSpot are not there. This asks for a unified HubSpot payment solution that makes HubSpot full of payment features and attends to all your payment requirements.

FormPay is a HubSpot payment integration, a well-rounded resourceful payment solution, built to cater to the needs of a variety of industries and businesses. This payment tool compliments the HubSpot payment solution and utilizes the core CRM features to offer a quality payment experience.

FormPay’s specialization in payments has brought rich access for HubSpot users to offer discount coupons, automate payments, seamless tracking, and allow all kinds of payments, including offline payments.

How To Allow HubSpot Offline Payments Functionality

The app is designed to give a centralized payment platform to help HubSpotters perform all their payment-related activities in an orderly manner. This gives you more control, greater flexibility, security, and reliability for payments without leaving HubSpot CRM.

The HubSpot payments tool has a built-in payment form creator, which hosts all sorts of payment settings. These payment form customizations come along with multiple HubSpot payment gateway support for online transactions and also offline payment options.

To accept offline HubSpot payments, you simply have to:

• Set up payment app ‘FormPay’ using your HubSpot account.
• After this, create a payment form and choose ‘Offline’ in the payment method.

• Next, publish the HubSpot payment form.
• Lastly, embed the payment form or button on the desired page. Also, you can share it through a payment link.

The HubSpot payments integration allows you to collect payments in offline mode. Furthermore, you can keep track of them so that the related payment activities are reflected in your HubSpot account and FormPay. These can be tracked in the timeline activities of the Deal and Contact in the CRM.

With the help of the FormPay payments app, these events also create dynamic HubSpot properties. These can be used to trigger HubSpot payment processing workflows and establish automated emails for payment communication, billing, and sharing invoices.

Payment Features Facilitated By FormPay Alongside Offline Payments

Years of continuous development and the will for the finest payment solution have made FormPay become the ultimate payment tool. All of these efforts conclude in the marvelous payment features that make it effortless for online sellers all around the globe. Let’s understand what this HubSpot payments tool has to offer:

Feature-Rich HubSpot Payment Form Builder

The FormPay payments app has achieved perfection in delivering diversity with its neatly seasoned payment form builder. The feature-rich HubSpot payment form builder surrounds the idea of multi-purpose payment forms.

You can create subscription payment forms with various types of recurring payment functionality, donation forms, product-specific forms, discount coupon forms, offline payment forms, and use eCommerce functionality as well.

In addition to all this, the HubSpot payment form created through FormPay can be shared as a direct payment link or embedded directly on a page or as a pay button.

Discount Coupon Generator

The coupon code generator by FormPay enhances the way you strategize, market, and sell your products. The set of coupon settings comprises the best practices and allows you a unique proposition.

Furthermore, these settings provide a unique value proposition by enabling customizable options such as expiration dates, usage limits, and specific product or category discounts.

Offline payment settings are also compatible with promotional discount coupons, ensuring that you can provide consistent promotional offers across all sales channels. This seamless HubSpot payment integration helps you to attract more customers, increase sales, and improve customer satisfaction.

Product Builder

The product builder present in this HubSpot payments tool offers a comprehensive set of custom product configurations. Primarily, the goal of having an in-built product creator is to have complete control over product information management. You achieve it by mapping the HubSpot database with all sorts of payments and selling.

The customization settings that come with the product builder provide the freedom to create single-purchase items as well as subscription products. You can choose monthly, quarterly, semi-annually, and annually as your billing frequency; and even select a delayed billing start date. Moreover, you have the option to create custom products when editing a payment form.

Offline Payment Invoicing With HubSpot

Records of all your payments are stored inside FormPay and are also synced over HubSpot. These payment records are utilized for invoicing on HubSpot, using the specialized invoicing templates by FormPay.

Furthermore, you also have the option to automate invoicing and billing using the HubSpot payment workflows. This way, you save time and effort and also ensure that industry standards and guidelines are being followed when invoicing with HubSpot.

Payment Automation

The magnitude of activities involved in payment initiation and post-payment processing can be overwhelming. This is why, FormPay ensures flawless payment automation through HubSpot payment processing workflows.

The HubSpot FormPay integration creates payment properties and subscription properties in your connected account. The properties are dynamic and all the data-related payment activities are stored in this form.

You can trigger HubSpot payment processing workflows, shoot automated emails, and communicate essential payment information with your customers using these contact properties.

HubSpot Payment Features That Ease Up Offline Payments Facility

CRM tools streamline the management of offline payments in HubSpot, businesses can easily receive, automate, and record offline payments. This enhances accuracy and efficiency in handling offline transactions.

Ticket Automation

Utilize HubSpot Tickets to manage customer inquiries, issues, or requests related to offline payments. Set up payment ticket automation rules to automatically create tickets for specific offline payment-related triggers, such as payment disputes, refund requests, or payment confirmation inquiries. This streamlines customer support processes and ensures timely resolution of payment-related issues.

Invoice Generation

Leverage HubSpot Invoices to generate and send professional-looking invoices to customers for offline purchases or payments. Customize invoice templates with your branding and relevant payment details, and easily send invoices to customers via email or download them for offline distribution. Track the status of invoices within HubSpot, including when invoices are sent, viewed, and paid by customers.

Comprehensive Customer Data

By integrating offline payment data into HubSpot CRM, businesses can maintain a centralized database of all customer transactions, whether they occur online or offline. This provides a complete view of customer interactions and purchasing behavior, enabling more accurate customer segmentation. Moreover, you can create targeted marketing campaigns, and personalized communication strategies via email, SMS, WhatsApp, and more.

Custom Properties

Utilize custom properties within HubSpot to store offline payment-related data such as payment method, transaction ID, payment amount, and payment status. These custom properties allow you to capture and organize relevant information associated with offline transactions, ensuring comprehensive record-keeping and reporting capabilities.

Deal Pipelines

Leverage HubSpot’s deal pipelines to visually track the progress of offline transactions from initial contact to payment completion. Customize deal stages to reflect different stages of the offline sales process, such as “Payment Pending,” “Payment Received,” or “Order Fulfilled”. And, easily move deals through the pipeline as transactions progress.

Contact Timeline

Access the contact timeline feature in HubSpot to view a chronological history of all interactions and engagements with individual contacts, including offline payments. This allows you to track communication, payment activities, and other relevant events associated with each contact in a centralized location.

Email Sequences

Create email sequences in HubSpot to send targeted communications to customers regarding offline payments. For example, you can set up payment automated email sequences to remind customers of pending payments, provide payment instructions for offline methods, or send payment confirmation messages after transactions are completed.

Workflow Automation

Set up HubSpot payment processing workflows to automate tasks and processes related to offline payments. For example, you can create payment workflows to trigger follow-up emails or notifications to customers after offline transactions, update deal stages based on payment status changes, or assign tasks to sales representatives for offline payment processing.

Reporting and Analytics

Utilize HubSpot’s reporting and analytics tools to gain insights into offline payment performance and behavior for customer retention. Generate custom reports to track key metrics such as offline revenue, payment conversion rates, average order value, and customer lifetime value. This will allow you to measure the effectiveness of your offline payment strategies and identify areas for improvement.

Accept Offline Payments In HubSpot

Bring in HubSpot for your assistance in accepting offline payments effortlessly, and making the best out of this ‘payment option’. Utilize HubSpot’s salient features while incorporating the most-anticipated offline payment mode.

Get FormPay to bolster this process and take advantage of the finest payment solution at its best, without leaving HubSpot. Experience a new level of convenience and control over your offline payments, where customer experience and operational efficiency go hand in hand.