Integrating SalesMagnet with HubSpot can drastically improve your sales and finance team performance whilst reducing the process involved from finalising a deal to collecting payment and finance management. SalesMagnet supports it all.

Introduction

When you're ready to close a deal, the payment process can sometimes present hurdles, Delays or complications in payment processing which can disrupt cash flow and damage customer trust. Integrating payment links directly into your HubSpot workflow can help mitigate these issues by ensuring a seamless, secure, and efficient payment process. Without subsidising anything.

However before we go though the HubSpot Payment Links feature we are going to go over a couple of pointers around SalesMagnet and how it differs from the rest.

How SalesMagnet Solves Payment Processing Challenges

1. Eliminating the Disconnect:

SalesMagnet eliminates the disconnection between your CRM and Finance team. Making it easy for your sales team to focus on closing deals and aiding your finance department with automating billing collection, reminders, overdues and so fourth. Completely removing the need to manually track, chase and update deals and invoices.

2. Ensuring Security and Reliability:

Ensuring security and reliability is one of our main focuses at SalesMagnet, from building our platform using serverless architecture our application is able to withstand any influx in volume and traffic giving customers piece of mind.

Whilst being fully PCI Compliant through Stripe ensuring we meet all of there requirements, we also take measures to ensure area’s of the system aren’t accessible as well as running regular vulnerability tests on our environment allows us constantly monitor the integrity of our platform.

3. Data Consistency and Automation:

Using SalesMagnet means you can be sure that every touchpoint within a payment link whether thats from a HubSpot deal or even our embed feature, this can be targetted as well as automated system generated events from this can be used within automations allowing you to further automate elements of your sales flow.

For example you sell a professional service and currently you have to manually send a welcome package each time someone pays as you don’t have a consistent link from your payments to your CRM. With SalesMagnet you can rely on the data coming into your CRM as well as on successful payment send a welcome package straight to the buyer.

Step-by-Step Guide: Creating and Sharing Payment Links in HubSpot with SalesMagnet

1. Deals

navigate to the deals module within the HubSpot application.

2. Click on the deal you would like to generate a payment link on

Select the deal you would like to generate a payment link on, in my case I will be selecting my MB Test deal highlighted below.

3. Reviewing the Deal

Here in my deal you can see I have broken down the deal into line items covering the costs of everything my client will be paying.

4. Payment Links

Now just click create payment link and a model will appear giving you a summary of the deal inside a payment link.

5. Payment Links - Model

Now you will see the summary of the HubSpot deal within a payment link allowing you to finalise the payment link before completion.

6. Payment Links - Completed

You will now see in the SalesMagnet CRM Card that a payment link has been generated, this can now be sent to my client to complete the payment of the deal.

7. Payment Link - Example

Here you can see an example payment link I generated from my test HubSpot deal.

Conclusion

Using SalesMagnet payment links within HubSpot can greatly streamline your payment process. This feature offers secure, reliable transactions and ensures consistent data management, allowing for efficient reporting and automation. By following this guide, you can easily create, share, and manage payment links, enhancing your overall workflow and customer satisfaction.

For more detailed information, you can visit the SalesMagnet Help Center.