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How to Use HubSpot Payments Integration for Touchless B2B Sales

hubspot payments integration - Sales Hub Logo-1

Today, even B2B buyers expect at least some level of e-commerce functionality from their vendors. Yep, even you, probably.

Until recently, many B2Bs have either avoided e-commerce tools or “Frankenstein’d” something together with WordPress and plugins like WooCommerce. Or, they were HubSpot CMS/CRM users that relied on its limited features to get by.

HubSpot Sales Hub has always offered basic payment-related functions, like creating a Deal and sending a quote. But in late 2021, HubSpot went all-in on the B2B customer experience by launching HubSpot Payments

Thanks to this feature, you can process payments right from a deal or a “payment” link you create. Imagine the benefits for your customers and sales team – and the feature list is still growing!

To show you how HubSpot Payments integration works, we’ll take you through it step-by-step, with screenshots included:

Benefits of HubSpot Payments Integration for B2B E-Commerce

HubSpot Payments is available to U.S. businesses (with global expansion coming soon) who use any paid tier of HubSpot Sales Hub. It’s important to note just how much your HubSpot CRM (customer relationship management) system connects to and powers the Payments tool.

What makes it potentially the best customer service management software for payments?

  • Easy to build secure, shareable payment links
  • Enables & streamlines recurring subscription payments
  • Can create quotes with embedded payment links

You can build a purchase link for any specific product or service you want. Then, you can determine which payment methods you’ll accept, where you’ll send buyers after they check out, and more. It’s a true time-saver for the B2B sales experience – on both sides of the deal.

What’s It Cost?

Tacking on HubSpot Payments doesn’t raise your monthly fees or minimums. As for each processing of an order:

  • ACH (electronic, bank-to-bank) transactions: Free*
  • ACH exceeding $50,000/month*: 0.5% per transaction, capped at $5 each
  • Card transactions: 2.9% fee

*HubSpot waived fees on the first $50,000 as a way of celebrating the launch of Payments. It’s unclear when (or if) this perk will end.

Example: Anatomy of a B2B Payment System in E-Commerce

Since HubSpot Payments is still new and we were one of the first to live and breathe it, we’ll use our experience as an example. We’ll create a new payment link for consulting services to give clients an easier way to pay monthly retainers.

Step 1: Starting Your Link

Assuming you’re all set up with the Hubspot Payments feature, head to Sales > Payments in your portal’s main navigation menu. From there, click the blue “Go to payment links” hyperlink in the top-right.

hubspot payments links list screenshot-1(Open this image in a new tab to see a full-size version.)

If you still need to add or update your e-commerce product offerings, click the top-left “Product library” tab (see above) and do that. Otherwise, click “Create payment link.”

Step 2: What to Sell?

hubspot payments - add line items screenshot-1

(Open this image in a new tab to see a full-size version.)

Here you can spec out the parameters of this specific payment link. Notable options include:

  • Unit price
  • One-time payment vs. a variable number
  • Number of payments/billing terms – either a predetermined number, or recurring billing until the customer cancels

Step 3: HubSpot Payment Form

Hit Next, and the software will ask you to set the input fields for your HubSpot payment form:

hubspot payments - create link settings

Notable fields include:

  • Deal pipeline stage
  • Email address – important for sending invoices & updates
  • Accepted forms of payments
  • Billing and shipping address(es)
  • Order confirmation page – will you send buyers to a standard page with order details, or a special thank-you page with next steps?

That’s it! Confirming your choices creates the form link. Look at your new form and double-check that all the necessary fields are present:

HubSpot Payments - Finished Form-1

Step 4: Workflow?

Many of our clients love HubSpot’s Workflows tool. This technology helps organize internal and external communication by automating email sends, task creation, and other to-dos once a certain “trigger” is met.

hubspot payments - quickbooks integration workflow-1

You can use the Workflows tool to further streamline billing. The biggest advantage is keeping QuickBooks in sync with HubSpot’s payment processing so you don't have to manually complete the action in QuickBooks. In other words, when payment is due, you can make an invoice or send a receipt without entering QuickBooks manually!

Getting Started With HubSpot Payments Integration

The best B2B tools in e-commerce help you do business in less time, with fewer tools, and right inside your CRM. It’s what customers of all kinds expect from digital buying today.

Of course, the best B2B sales tools are ones you can actually wield. Right now, HubSpot Payments is pretty new, with a steady stream of updates. In the next few months, expect plenty of exciting features that'll make the tool easier to use for sales and marketing teams.

If you struggle with HubSpot CRM onboarding and adoption, the thought of adding more functionality can make you queasy. For peak sales pipeline efficiency, consider seeking a HubSpot Partner Agency’s guidance:

Overwhelmed? Want someone to do it for you? Click here for a free consultation.