Maximizing The Strategic Impact Of Using HubSpot Payment Links

In the ever-accelerating rhythm of digital commerce, where every click counts, convenience is king.

Amongst these overcrowding clicks, where do you prioritize payments? You sure don’t want a payment link to be the Achilles’ heel when they click to pay.

But, how should we plan to ensure a trustworthy, secure, and frictionless experience when they click the payment link?

What better way is there than employing HubSpot CRM to enhance your customer experience? So, here we are! Keep your scrolling fingers ready as we unpack the extent of HubSpot payment links in this read.

Role of Payment Links in Business Success

Payment links simplify and make it a user-friendly payment process for both businesses and customers alike. The instant accessibility and simplified checkout process resonate profoundly with consumers.

However, their impact goes beyond mere convenience. Building payment links into the transactional framework of your business signifies more than just a technological advancement. It embodies a commitment to providing customers with a more personalized, secure, and convenient way to pay for their purchases.

The ripple effect of utilizing payment links extends to increased operational efficiency. Beyond mere operational enhancements. businesses leveraging payment links witness a marked reduction in payment processing time, leading to increased cash flow.

FormPay: The HubSpot Payment Link Generator

FormPay is an absolute game-changer when it comes to reimagining your payment infrastructure. The celebrated HubSpot payment integration was diligently crafted by experts at MakeWebBetter, a HubSpot Elite Solution Partner.

This payment solution is designed to leverage the HubSpot infrastructure and complement it with much-need payment features. With FormPay, you can create, customize, personalize, and share payment links.

Having FormPay as your payment partner, allows you to host swift payment processing and go beyond “just payments”. Whether you prefer the efficiency of automation or the hands-on approach of manual customization, FormPay has you covered.

Let’s delve into the limitless possibilities of what FormPay can do for the smoothest payment settlements with HubSpot payment links.

What does it require to create HubSpot Payment Links?

There are options to create HubSpot payment links — within HubSpot or through the FormPay app.

With new payment functionalities added in HubSpot, you can now furnish a complete payment experience beyond the limits of a payment link.

Do you really need FormPay for HubSpot payment links? Does it get any better?

Yes, if you’re in need of an extra hand to leverage your HubSpot access to facilitate payments wherever you need it. The HubSpot payments tool has its limitations and is only accessible to its US-based clients.

Don’t sweat it yet! FormPay has you covered. First, let’s see what HubSpot offers as a payment tool and then we’ll explore how you can access it right.

Commerce Hub: HubSpot Payments Tool & The Ecosystem

In a recent stride towards enhancing its comprehensive suite of tools, HubSpot has unveiled the latest addition to its ecosystem — ‘Commerce Hub’.

This marks a significant expansion in HubSpot’s offerings, establishing a distinct segment alongside the well-established sales hub, marketing hub, and service hub. Notably, Commerce Hub stands as the sixth hub within the HubSpot framework.

Commerce Hub brings an array of powerful features to the forefront. It combines and adds so much more to the pre-existent HubSpot payments tool. The chief focus is now on payment automation and quick payment infrastructure.

How to Create HubSpot Payment Links

FormPay’s HubSpot payment integration activates payment functionalities in the CRM. Thanks to the brilliant minds behind FormPay’s success have devised a comprehensive mechanism for HubSpot payment links and full-fledged payment automation. Let’s see how you can create payment link within a few clicks.

• Go to your HubSpot dashboard.
• Navigate to the respective Deal or Contact for which you wish to create a payment link.
• Then, find FormPay Payments on the left under the CRM Cards section.
• Next, click on the “Create Payment Link” button under FormPay. A module will pop up.

• Choose your preferred gateway and the associated currency will be fetched.
• After this, select the rest of the settings under Gateway settings — payment type (frequency), amount, transaction charge, line items, and billing term (for recurring payment type).
• Then, switch to the Advance settings to implement branding and the details.
• Once done, click on “Create Payment Link”.

Payment Link Automation

There’s also an option to trigger payment link generation based on contact activity and deal stage. Here’s an example.

• In your HubSpot account, navigate to workflows.
• Create a Deal-based workflow from scratch.
• Set up Enrollment Triggers by choosing Deal and configuring the trigger filter.
• Add an action by selecting “Create Payment Link – FormPay” under FormPay by MakeWebBetter.
• Configure payment details, select a gateway and click Save.

Furthermore, you must assign another action to share the deal link with contacts using “Send Email.” FormPay HubSpot integration creates custom payment properties, lists, and tokens, which are used to personalize the payment link distribution and ensure accuracy.

Now you know how to generate a HubSpot payment link in the CRM itself. Let’s see how you can do it in the FormPay app.

Generate HubSpot Payment Link Through FormPay

It’s not very complicated. However, the HubSpot payment form editor built in FormPay, comes with apt settings to devise a full-fledged payment form, which could be accessed directly through a payment link.

• Visit FormPay.
• Next, navigate to the Forms tab on the left.
• Then, click “Create a New Form”.
• Fill in the field in the payment that suits your requirements and payment type.
• Configure the settings in the other tabs – Payments, Config, Products, & Deal.
• Once done, publish the form.
• Lastly, copy the payment link of the published HubSpot payment form.

Read the documentation to learn the thorough process to create payment links through the HubSpot payment form editor in FormPay.

Benefits Of Creating HubSpot Payment Links Through FormPay

The focal point of payment links is its nature — “sharing”. There are various channels to share your payment link directly and create a more personalized experience — such as emails, quotes, automated workflows, and direct communication. There a plenty more benefits when you create payment link through FormPay.

Icing on The Cake

It’s super easy to facilitate premium payment features when you have FormPay by your side. This is how your HubSpot payment processing is elevated. Read on!

Receive Payments in Any Currency

Any currency all around the world. Talk about breaking down borders! With FormPay, you can effortlessly collect payments, no matter where you’re based, in your preferred currency.

So, whether you’re selling to neighbors or someone on the other side of the world, FormPay has you covered. The app offers a wide range of options in gateways, allowing you to cater to a global audience without the hassle of currency conversions.

Complete Payment Automation

FormPay takes care of the heavy lifting, making your payment process as smooth as silk. Ensure fully automated HubSpot payment processing, facilitated by your payment workflows.

The HubSpot payment integration creates custom payment properties that are dynamic in nature. Thus, using these payment properties you can assign triggers and automate the whole payment link distribution process.

Offer Personalized Checkout Experience

Sprinkle a bit of personalization magic, ensuring your customers enjoy a checkout experience tailor-made just for them.

Based on contact activities, you can assign triggers and actions in HubSpot payment workflows to facilitate a more resonating experience.

With FormPay, you can provide a customized and user-friendly checkout experience, fostering customer advocacy and potentially increasing conversion rates.

Choice of Desired Gateways

One size doesn’t fit all. FormPay gives you the power to choose the payment gateway that suits your fancy. Flexibility at its finest!

The app is highly customizable and can bend to your way. Thus, it is definitely possible if you have a special request for your preferred payment gateway to be added to FormPay. The app brings these — Stripe, PayPal, Amazon Pay, Authorize.net, Adyen, Razorpay, and PayU.

Implement Comprehensive Branding

Stay true to your brand and make those links your own. When creating a HubSpot payment link, you have the option to remove FormPay branding from the payment URL and keep your trust among your customers.

FormPay allows you to sprinkle a bit of your brand’s magic onto payment links, ensuring your customers never forget whose awesome product or service they just paid for. Moreover, this feature allows you to reinforce your brand identity during the payment process.

On-Demand Customization

It’s the small details that make a big difference. FormPay offers a comprehensive payment solution with amazing possibilities for on-demand adjustments.

Adapt to evolving business requirements with on-demand customization in FormPay. Just get in touch with our team of experts to discuss your requirements and trust the process to have the best payment solution ever.

FormPay Features in HubSpot Payment Links

Facilitate Diverse Payment Types

FormPay supports all types of one-time & recurring payments, giving you the freedom to choose what suits your business best.

It’s your call! One-time payments, recurring subscriptions, annual payments, semi-annual payments, and quarterly payments, FormPay provides flexibility to accommodate different business

Discount Coupons With Links

Sweeten the pot by adding digital discount coupons directly into payment links. Entice your customers with savings and watch those payments roll in. FormPay offers a thorough coupon creation tool.

Integrate discount coupons directly into payment links created through FormPay, allowing you to implement promotional strategies and attract customers with special offers.

Add Multi-Line Items

For businesses with a variety of offerings, FormPay has your back. Add multiple line items to your payment links and break down your transactions like a pro. Whether it’s a mix of products, add-on services, or subscription plans, FormPay ensures that your payment process is professional.

This feature is especially useful for businesses with varied product or service offerings. Easily break down the cost structure, allowing your customers to see a transparent and detailed breakdown of their transactions.

Offer Multiple Payment Modes

Different strokes for different folks. Your customers can pay the way they want – you name it and FormPay has it. FormPay ensures you cater to everyone’s preferences by offering multiple payment modes.

This flexibility not only enhances the convenience for your customers but also expands your potential customer base. Whether someone prefers the security of a credit card or the speed of a digital wallet. With FormPay, your business is ready to accommodate their preferences.

Track Each Transaction in HubSpot or FormPay

No more financial mysteries – just clear, concise records. Keep tabs on your money matters. With FormPay, you can easily track every transaction within HubSpot or the FormPay platform.

Track your one-time and subscription payments within the app’s dashboard alongside comprehensive reporting or view it in HubSpot under timeline activities. This feature aids in monitoring financial activities and maintaining accurate records.

Post Payment Activities & Marketing

The party doesn’t end with payment! FormPay lets you engage with your customers post-purchase. It’s not just a transaction; it’s the beginning of a relationship.

Initiate post-payment activities such as sending personalized follow-up emails, recommending related products based on their purchase history, or inviting them to share their valuable feedback. These all are aimed at customer retention.

Who Should Use HubSpot Payment Links?

FormPay invites you to leverage the HubSpot payment links and the capability of flawless CRM implementation as the payment tool. Explore what’s in it for you.

Event Business

FormPay stands as the go-to payment solution for event-based businesses, that hands you a complete payment infrastructure whenever you are in need. Whether you’re organizing a buzzing concert or an intimate gathering, you can sell those event tickets without breaking a sweat, even if you don’t have a fancy website.

If you choose to create a landing page through your HubSpot account, you not only benefit from free website hosting from HubSpot but also gain access to features like — creating appealing landing pages, setting up marketing campaigns, automating emails, facilitating ticket send-outs, and much more.

Ed.Tech & Online Course Sellers

If you’re in the business of selling knowledge – be it fitness programs, yoga lessons, diet meal plans, coding courses, or anything in between – FormPay is your payment sidekick. It offers a minimalist yet comprehensive payment solution to meet all your transaction needs.

The simplicity and versatility of FormPay align seamlessly with the needs of course-selling businesses, making it the best payment solution. As a matter of fact, course-selling businesses are the majority of our clients for FormPay.

eProducts Business (Paid Download)

Whether it’s software, e-books, or the latest beats, FormPay has your back. With features tailored for e-commerce and CRM payment integration, FormPay lets you sell your digital wonders effortlessly.

The app facilitates amazing features such as product listing, discount coupons, taxation, transaction cost settings, recurring payments, and much more. In addition to this, leverage HubSpot’s robust capabilities for CMS, marketing automation, customer engagement, and analytics.

Nonprofits & Fundraisers

FormPay caters to the unique needs of nonprofits and fundraisers by providing a reliable and efficient payment solution. The versatile HubSpot payment link generator built in FormPay has dedicated donations settings, using which you can receive one-time or recurring donations.

With HubSpot in the mix, leverage comprehensive tools for donor management, automate marketing, and keep the impact train rolling. Let’s change the world, one hurdle-free donation at a time!

Subscription Selling Business

For businesses operating on a subscription-based model, FormPay emerges as a game-changer with its hassle-free subscription payment processing alongside dedicated subscription settings. Whether it’s a SaaS solution, monthly service, quarterly box subscriptions, or annual memberships, you’re in the right lane.

Our subscription-based clients also take advantage of their HubSpot access to manage subscriber data, automate renewal reminders, and personalize subscription offerings for enhanced customer satisfaction.

Diverse Businesses

No matter what kind of business you’re in, FormPay has something for you. From retail to consulting to services, FormPay’s customizable payment solutions are designed to fit your unique needs.

Whether you’re a one-person operation or a big-time enterprise, FormPay offers features like customizable payment options, diverse payment methods, and seamless HubSpot payment integration. It’s the all-in-one payment solution that grows with your business.

The Next Steps

Improve the granularity of your HubSpot payment processing by introducing FormPay.

The HubSpot payment tool ‘FormPay’ is now the yardstick against which you can compare your options and fulfill your payment requirements. Let that sink in!

Join hands and change your payment prophesy with quantifiable efficiency, security, and customer satisfaction.