Your favorite HubSpot payment integration, “FormPay”, has undergone a remarkable transformation, thereby becoming a significantly more versatile solution. The payment solution has consistently provided value over anything, which led to constant efforts for improvement.
As a result, our beloved payment solution has evolved into a more versatile, robust, and capable tool, ready to meet an even broader range of your payment needs. Let’s explore how it enriches the HubSpot payment processing experience.
We will explore the following:
What is FormPay?
FormPay stands as a comprehensive payment solution seamlessly integrated with HubSpot – helping you create HubSpot form with payment gateways. This HubSpot payment integration is designed to automate payments and essential processes, thereby ultimately streamlining operations and saving you valuable time.
This all-encompassing payment solution addresses core aspects including payment initiation and settlements, invoicing, reconciliation, payment automation, and reporting. Additionally, the HubSpot FormPay integration also facilitates a comprehensive coupon creation and a product listing mechanism, thereby enabling you to sell your products directly and efficiently.
In the recent past, the HubSpot payment integration ‘FormPay’ has undergone significant upgrades, thus enhancing its versatility and functionality. Let’s delve right into its exciting new features.
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The Evolution of FormPay
In many ways, innovation mirrors the process of evolution. Just as the first is the quest for advancement, so too is the latter the gradual adaptation and transformation.
FormPay has been gradually climbing up the ladder, aligning research & feedback alongside enhancing the HubSpot payment integration. Now, you can receive payment with HubSpot form, links, and quotes. Below are discussed the upgrades made to the existing frameworks and the user interface of FormPay.
All New Reporting Dashboard
The all-new dashboard showcases a detailed overview of all the transactions. Additionally, it offers the flexibility to filter this data and view selective information based on particular dates, weeks, months, or years.
Old Dashboard
New Dashboard
Additionally, in this HubSpot payment processing tool, users can access a graphical illustration summarizing the revenue generated monthly over a year.
Comprehensive Form Fields & Functionality
Earlier, the Form Creator tool was just about creating HubSpot forms with payment gateways. The new form creation setup is more interactive and offers added functionalities. Notably, these include subscription settings, coupon fields for displaying discounts, and product settings for showing line items.
Old Form Settings
New Form Settings
The new form settings boast interactive and responsive functionalities. Thus, making the form foolproof and highly customizable. These enhancements are elaborated on in detail in the section below, which also covers HubSpot for nonprofits.
Tracking – Transactions & Subscriptions
HubSpot payment tracking has become much more accessible and insightful with FormPay payment integration. In addition to tracking your transactions and subscriptions in HubSpot, but also gain a detailed overview of it, discover purchase behavior, payment preferences, and a lot more insights.
Transaction Tracking in Old Version
Transaction + Subscription Tracking in New Version
Moreover, these could be utilized for various purposes, such as coupon marketing campaigns, email marketing initiatives, gaining valuable insights, offering personalized experiences, and enhancing other customer communications. All of this streamlined process is made possible through bi-directional syncing between the two platforms.
New Elements
The app has undergone a significant transformation, introducing new elements — discount coupons, products, subscriptions, integrations, and an expanded array of gateways.
Old App Features |
New Features in SpotPay |
Moreover, all these enhancements are aimed at making the HubSpot Payment Integration a much more flexible solution, catering to a diverse spectrum of business needs.
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Gain special access to the FormPay guide and test all its features to align with your goals and requirements.
FormPay Payments App with Improved Functionalities
Direct Selling With Payment Links
Direct HubSpot payment links for all sorts of payments are facilitated within HubSpot by FormPay. Evidently, the mechanism built in HubSpot with this integration is capable of hosting all your payment requirements.
The HubSpot payment link can be generated in HubSpot via 3 mediums:
- Contacts – Generate dedicated payment links for specific contacts in the CRM Card section.
- Deals – Generate dedicated payment links for specific contacts in the CRM Card section.
- Workflows – Trigger HubSpot payment workflows using the properties and implement payment automation and post-payment activities.
The HubSpot payment link generator by FormPay has been upgraded with rich payment features like partial payments, discount coupons, transaction charges, payments modes with gateways, and more.
Extensive Payment Forms
With FormPay you can receive payments with HubSpot forms. The app was accustomed to transforming the HubSpot forms into HubSpot payment forms and donation forms.
Now it has:
- Offline Payments: Bring in a variety of offline payments.
- Responsive Design & Customization: Smartly designed payment functionalities within the form builder.
- Subscription Builder: Create subscription products and host all sorts of billing cycles.
- Recurring Payments – Safe and secure recurring payments with Authorize.net, Stripe & PayPal.
- Rich Product Builder – One-time and subscription products with editable functionalities.
- Branding – Implement branding in forms & links.
Subscription Management & Tracking
Connect with FormPay and receive your recurring payment with HubSpot Forms. Preparing your HubSpot forms with payment gateways for recurring payments is just a ‘toggle away’. Furthermore, with all-new subscription settings, now you can choose monthly or yearly in the subscription type.
Additionally, the subscription settings can only be accessed if you choose Stripe & Authorize.net settings. This provides even more options than what you get with the HubSpot recurring payments solution.
Moreover, a little update in the transaction tab allows tracking all the transactions related to each subscription, with details — transaction status, billing cycle, amount, and detailed information. From here, you can manage subscriptions or you can cancel them from here.
Quote Payments
The HubSpot integration with FormPay unlocks an amazing setting for B2B models. The HubSpot payment tool creates payment functionality which is embedable in the quotes you create through HubSpot.
In addition to this, you will have FormPay quote templates to create quality quotes up to industry standards. Once you have your quotes created, enable eSignature and accept payments for approved quotes.
Streamlined Product Mapping
The mapping product feature provides you with extensive control over how the payments app and your store products interact. By using a simple product ID, you can effortlessly map it with FormPay HubSpot integration, the products listed in HubSpot will be available in the options.
Furthermore, when creating HubSpot payment forms through FormPay you can add custom products or incorporate line items into the payment forms. Additionally, mapping products allows you to set coupon limitations.
Advanced Coupons Functionality
By accessing the coupon feature through the HubSpot FormPay integration, you can strategically link codes to specific products of your eCommerce store. This approach will boost the customer experience and engagement in the decision stage of the buyer’s journey. You can utilize these codes in your email campaigns for lead generation, boosting conversions, or for abandoned cart recovery.
The regenerate button obtains a new coupon code every time it’s clicked. In addition to this, you have the option to exclude specific products and forms from coupon applicability. Furthermore, you can set coupon expiry or limit coupon usage per customer. Additionally, you can also set a maximum limit for the number of times a customer can use a particular coupon.
New Gateways
FormPay has had its time with big players when it comes to gateways. Even if you are solely into the HubSpot payments tool, then fret not. With HubSpot Payment Integration, you can expect HubSpot PayPal integration and HubSpot Stripe integration at any hour of the day.
We currently host 7 gateways and more in the pipeline. Furthermore, you can always request your preferred payment gateway.
The newness brings revolutionizing payment options:
- The PayPal gateway now enables you to accept recurring payments and allow different modes of payments to your customers.
- Speed up credit card payments with Authorize.net. Activating the Authorize.net gateway will enable you to accept electronic check payments, requiring the Automated Clearing House electronic network.
- A new payment provider ‘PayU’ is now part of the gateway options integrated into the app, which unlocks all the possibilities for the HubSpot payment integration in India.
- Activating the Stripe HubSpot integration gets you the seamless HubSpot payment integration in the USA. It also gives you Stripe Card and Stripe Session payment options. Using these you can enable payment functionalities such as tax calculation, custom products, and various payment modes, including Google Pay & Apple Pay.
With the HubSpot FormPay integration, you get:
- HubSpot PayPal integration,
- HubSpot Adyen integration,
- HubSpot Stripe integration,
- HubSpot Amazon Pay integration,
- HubS[pt Authorize.net integration,
- HubSpot PayU integration, and
- HubSpot Razorpay integration.
Automated Taxation & Invoicing with Xero
FormPay payment integration, with the support of Stripe Session, now facilitates automated tax calculation on every transaction, which is very necessary for eCommerce platforms. Furthermore, the app offers the option to integrate your Xero account.
Connecting your Xero account to the FormPay payment integration app will sync all the transactional data to it. Consequently, this gives you everything to create reports and automate certain accounting processes like payment reconciliation. Additionally, you have an automated invoicing option in Xero.
Upgrades in HubSpot FormPay Integration
eCommerce Functionality
For eCommerce, a payment solution should be versatile enough to enable frictionless selling, as undoubtedly is your ultimate goal. To achieve this, the payment solution employed must embody the versatility of attending to various aspects of payments.
A simple integration with FormPay gives you a unified platform to conduct everything involved in online payments. Therefore, FormPay is built for eCommerce with functionalities like:
- Payment forms support all sorts of offline payments.
- Discount coupon builder with a comprehensive set of configurations.
- Taxation settings in HubSpot payment forms with Stripe payment gateway.
- Branding after-checkout pages — HubSpot payment links and forms.
- Product creation with one-time selling and subscription traits.
- Directly selling through embeddable payment buttons or payment links.
- Effective arrangement for payment automation.
Payment Automation Through Workflows
As discussed above the dynamic properties created in HubSpot through the FormPay payment integration app can be used for automation through HubSpot payment workflows. These workflows can be utilized for HubSpot recurring payments.
Here’s how you can automate the payment link generation through specific payment workflows and distribution through automated email workflows:
Navigation: HubSpot > Automation > Workflows
- Start by clicking on Create a workflow from scratch and choose a deal-based workflow.
- Next, click Set up triggers and find filters under When an event occurs. Choose Property Value Changed and select Deal Stage. Then, choose Closed won.
- Then, in action, scroll down to the bottom and select Create Payment link under FormPay by MakeWebBetter.
- After this, choose another action. Select the email (which you can create beforehand) with FormPay’s payment link tokens inserted.
- Lastly, you’ll have a workflow to automate payment link generation and send-out.
Thorough Reporting & Tracking
You get real-time syncing with comprehensive details across platforms with HubSpot payment integration. Transactions made through HubSpot payment links or through the HubSpot payment forms are synced into HubSpot & vise-versa. This synchronization allows you to employ this information to create targeted email marketing campaigns.
Following are the ways to track transactions and subscriptions:
- FormPay Transactions Tab
- In HubSpot Deals Timeline Events
Moreover, the enhanced syncing ability within HubSpot also helps dynamic properties. These dynamic properties help you create email marketing campaigns and customer communication.
FormPay for Payments!
Experience enhanced ways of selling with FormPay HubSpot payment integration and bring in secure & diverse payment modes.
Making Payments Simple!
FormPay is making constant efforts to enhance your payment experience and make the world of selling a hassle-free space for you. Our commitment to providing a truly inclusive payment solution has driven substantial transformations over time.
Join us in shaping the future of online payments. Our dedicated support team is available around the clock to assist you with any queries or concerns, ensuring reliability and peace of mind in your online selling journey.
| Resolve Your Queries
Go to the following links to explore the HubSpot FormPay integration in detail. |
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| Knowledge Base | Documentation | Demo Video |
