How to Integrate Authorize.net Payments to Your HubSpot CRM?

Imagine having half a dozen tabs opened on your computer to manage payments. One is to track your payment data, another lets you configure your gateway, one more to segment your customers.

Crazy and puzzling!

But imagine if you could perform all these actions from a single window. From collecting payments to tracking it and running campaigns on the same.

Relaxing and hassle-free.

How do you do that? Well, one way is to use Authorize.net and link it up with HubSpot CRM.

In this blog, I’ll tell you exactly how to perform HubSpot Authorize.net integration to streamline your payment process.

Let’s dive right in!

Understanding HubSpot and Authorize.net

Before going into the technicalities, let’s have a quick brief to figure out what HubSpot and Authorize.net is.

• HubSpot: Features and capabilities

HubSpot is a Customer Relationship Management(CRM) system that lets you collect, store, and process all your customer data in order to manage and communicate with your audience.

Simply put, it’s like a database on steroids that comes with every feature related to marketing, sales, service, operations, etc. to let you process your data in the best way possible.

Some of the prime features of HubSpot CRM are customer segmentation, automated workflows, email marketing, and more.

• Authorize.net: Overview and functionalities

Authorize.net, developed by Visa. Authorize.net is a leading payment gateway that allows you to accept credit cards, e-checks, and digital wallets from your customers.

It also offers fraud prevention, recurring billing, invoicing, and reporting features. Authorize.net integrates with hundreds of eCommerce platforms, shopping carts, and CRM systems, including HubSpot.

With Authorize.net, you can streamline your payment processing and improve your customer experience.

Steps to connect Authorize.net to HubSpot

Let’s get to the point and see how to perform HubSpot Authorize.net integration.

1. Preparing for HubSpot Authorize.net Integration

The most straightforward way to connect Authorize.net to HubSpot is by using a 3rd party app.

And since there is a queue of HubSpot Authorize.net integration on the internet, picking the right one is the first step we’ll take in this journey.

Here are some of the best apps to connect Authorize.net to HubSpot:

Apps	Feature	Pricing
Tray.io	Connects and automates both platforms.	–
FormPay	Accept Authorize.net payments in HubSpot.	$25
Workato	Integrates both platforms and automates them.	–

Among the above 3, I’m choosing FormPay because it’s convenient, easy to use, and budget friendly.

Now you have the app to connect Authorize.net to HubSpot, it’s time to create accounts on both platforms. I assume you already have a HubSpot account. But if you don’t, you can create your HubSpot account. Also create your Authorize.net account by visiting their sign up page to get started.

2. Install and set up the integration

After the first step, move forward to install the integration to connect Authorize.net to HubSpot.

Login to your HubSpot account and go to the HubSpot app marketplace by clicking on the Marketplace icon on the top menu bar.

• After landing the storefront page, search for FormPay.

• Click on Install app button or directly access the app through this link https://formpay.martechapps.com/.
• After landing on the app’s page, click on Get started button on top right to sign up.

• Create your account by entering your email and password.

• You’ll receive a confirmation email. Once you confirm your subscription, login and click on Add new portal to select the HubSpot portal you want to connect with FormPay.

• After connecting the portal, the app will be ready to use.

3. Configuring Payment Settings

Now the next step is to activate Authorize.net in the FormPay app. Here’s how to do it:

• Click on Gateways in the left sidebar.

• You’ll land on the page with multiple gateways. Click on Setup button against Authorize.net.
• Enter all the credentials required to activate the Authorize.net gateway.

• Once done, click Activate Gateway and Authorize.net will be activated.

And that’s all. You’ve successfully connected Authorize.net to HubSpot CRM. Now let me tell you how you can sync all your payment data to the CRM platform.

4. Syncing Contacts and Transactions

After activating Authorize.net in FormPay, you need to create payment forms to collect payments and manage them in HubSpot CRM.

Follow the steps below to do that:

• Click on Forms in the left sidebar and click Create new form button to create a HubSpot payment form.

• Select the HubSpot form you want to turn into a payment form.
• Add all the required data and scroll down to the bottom.

• Select Authorize.net gateway and click on Publish form.
• On top right of the form creation page, you’ll get a Form URL as well the embed code. Use them to embed the payment form on your site or send your payment form directly to a user.

Congratulate yourself!

You’ve successfully set up FormPay. Now you can start collecting the payments in HubSpot CRM with Authorize.net gateway.

Why Connect Authorize.net to HubSpot? The Benefits

HubSpot Authorize.net integration can result in several benefits for your brand. Let’s look at some of them:

1. Streamlined Sales Process

With HubSpot Authorize.net integration, you can build a seamless sales process that combines lead generation, customer management, and payment processing.

Integrating both platforms enables you to collect and nurture leads through your sales funnel, and complete transactions from a single window.

2. Enhanced Customer Experience

With HubSpot Authorize.net integration, you can provide a smoother and more convenient experience for your customers.

You can allow them to make payments directly on your website without redirecting them to a different page for checkout. Having this convenience leads to better conversion rates and customer satisfaction.

3. Automated Payment Tracking

Having both platforms connected allows you to automatically track and record payments within HubSpot. When a customer makes a payment through Authorize.net, the transaction details like amount, payment status, and transaction ID, can sync into HubSpot CRM.

Using this data, you can create deals, lists, reports, etc. to track your transactions.

This helps you maintain accurate records, simplifies payment reconciliation, and enables better visibility into your customers’ payment history.

4. Targeted Marketing and Personalization

HubSpot’s marketing automation combined with Authorize.net’s transaction data allows you to create highly targeted and personalized marketing campaigns.

You can segment your customers based on their transaction history, purchase behavior, or payment frequency using HubSpot lists to deliver the right message to the right users.

5. Reporting and Analytics

If you connect Authorize.net to HubSpot you can leverage HubSpot reporting and analytics capabilities to get insights into your sales and payment data.

You can create customized reports and dashboards to track key metrics like revenue, customer lifetime value, or average transaction size. These insights can help you make data-driven decisions, optimize your sales processes, and identify opportunities for growth.

6. Workflow Automation

With HubSpot Authorize.net integration, you can automate several tasks related to payments and customer follow-ups.

For example, you can set up automated email notifications for successful payments, send payment reminders for overdue invoices, or trigger specific actions based on payment events, like upsell offers. These automated workflows can save time, increase efficiency, and improve customer engagement.

Conclusion

Performing HubSpot Authorize.net integration using apps like FormPay offers a range of benefits for businesses.

From streamlining the sales process and enhancing the customer experience to automating payment tracking and enabling targeted marketing, this HubSpot Authorize.net integration empowers you to optimize operations, drive conversions, and foster long-term customer relationships.

Take advantage of this powerful combination to unlock the full potential of your sales and payment processes.