In this HubSpot tutorial, we will walk you through how to use Stripe integration with HubSpot.
With the HubSpot-Stripe integration, you can bill your customers directly from their quote and send all payments to your integrated Stripe account.
To connect your Stripe account to HubSpot.
Steps to follow:
Step 1. In your HubSpot account, click the Marketplace icon in the main navigation bar.
Step 2. Then click App Marketplace.
Step 3. Use the search bar to search for Stripe, then select Stripe from the dropdown menu.
Step 4. Click Install app,
Step 5. Then click Connect to Stripe.
Step 6. You can also click Sign in in the upper right if you already have a Stripe account.
Step 7. Click Connect.
Step 8. Once your account is connected, you can use the integration to create payments for your customers on your quotes.
Step 9. In your HubSpot account, navigate to Sales and click Quotes.
Step 10. Click Create new quote or edit any one of your existing quotes.
Step 11. Continue to set up your quote.
Step 12. On the Signature & Payment screen,
Step 13. Select stripe and click Connect account.
Step 14. Once this option is enabled, customers will be able to make a payment by clicking Check Out at the top or bottom of their quote.
Step 15. When they click Check Out, a new window will appear for customers to enter their information and complete their purchase.
Step 16. When the purchase is complete, the payment will go directly to your integrated Stripe account.
That’s how you can use Stripe integration with HubSpot.
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