At HubSpot, we’re always developing new ways to help our customers grow better, with seamless, user-friendly solutions that live inside our all-in-one CRM platform.
During INBOUND 2021, we announced the launch of HubSpot payments, an end-to-end payment solution built to deliver more delightful and connected B2B ecommerce experiences.
HubSpot payments, known simply as “payments” in the HubSpot ecosystem, enables companies to accept payments confidently and seamlessly in less time and with fewer tools.
Payments simplifies online sales and payment processing simultaneously so your business can:
The best part? We built payments natively inside of HubSpot, so your business can easily accept digital payments without writing a single line of code or relying on clunky integrations.
Payments includes an array of commerce-focused features. We’ve built everything from flexible payment links you can create and share in seconds to the payment object that allows you to auto-trigger workflows when customers make a purchase.
Payment links are the most flexible, lightweight way to accept payments directly from your HubSpot CRM. You can generate payment links inside of your HubSpot portal and share them with your customers anytime, anywhere — no coding required.
Create a payment link for a single product or a bundle of products, then display it on almost any channel. Once you create a new payment link, you can share it by:
Wondering what the checkout page will look like to your customers? That’s completely up to you! Our customizable interface ensures the entire checkout experience aligns with your brand by allowing you to pull logos, brand colors, and images from your HubSpot portal or website.
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The recurring payments tool makes it easy — and painless — to process repeat payments right in HubSpot. It allows you to easily send out multiple bills to the same customer over a set period, or simplify the way you sell and manage subscription-based services.
Each time you set up a recurring payment, you’re automatically creating a subscription record in HubSpot, which adds yet another valuable layer of customer data to your CRM. Rather than manually tracking recurring payments and subscriptions across your customer base, you can use these new records to create lists and workflows that streamline follow-up actions.
Use your new workflows to send out automatic notifications before payments are due. You can also schedule timely reminders for your sales reps to reach out to customers at the end of each subscription term.
Payments’ customizable automation tools and consistent internal follow-up notifications ensure an easy, effortless buyer experience across each and every payment cycle.
When you’re ready to get the big deals done, you can use payments to streamline your sales process and delight customers. Start facilitating convenient one-time and recurring payments by embedding the payments interface directly with your sales quotes.
These tools look impressive to your buyers, but they don’t require a heavy back-end lift. Payments is natively embedded into HubSpot for instant, easy access right from the quoting tool. No external integrations required.
Whenever you generate a new quote in HubSpot, payments enables buyers to accept it and enter their payment information in a single step. This means a more modern, streamlined experience for them and a simpler, faster quote-to-cash process for you.
HubSpot’s brand new payment object stores each buyer’s transactional data when they submit payment through quotes or payment links.
Because it’s a CRM object, the payment object can be used in automation and reporting across your HubSpot portal. Here are some of the ways you can use the payment object to automate in HubSpot:
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Many payment software vendors require complex integrations or reliance on an external payments platform. So, you may be wondering how we developed a seamless payment solution directly in HubSpot.
We partnered with Stripe, leveraging its industry-leading infrastructure and digital payment features to help our customers enable fast, secure, and reliable payments — all without ever leaving HubSpot.
Stripe provides the underlying infrastructure for HubSpot’s built-in payment features. This enables secure processing, transmission, and storage of sensitive payment information.
Even though payments is a native CRM solution, HubSpot does not directly capture or store such information. We only surface certain tokenized or partial information on transactions within your HubSpot account. [Learn More]
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Our new, native payments tool is not the same as the HubSpot-Stripe integration, which means you can’t use an existing Stripe account to set up HubSpot payments.
When you set up payments, you’ll navigate to Stripe to enter a few details about your company and verify your identity. You don’t need to create a new account or log in to Stripe after that.
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