SOFTWARE + PAYMENTS
HubSpot payment integration
Support payment collection around HubSpot CRM, sales, and customer workflows.
About the integration
HubSpot provides CRM, sales, marketing, service, and commerce tools. PayPact can review how payment collection should fit around customer records, deals, forms, or invoices without assuming a single integration method.
Supported products
- HubSpot CRM
Features
Sales and receivables context+
Support customer payment experiences connected to sales or receivables workflows.
Forms and payment tools+
Review the role of forms, invoices, or third-party payment tools.
HubSpot tier and object review+
Confirm the required HubSpot tier, objects, and payment path before setup.
How it works with PayPact
Begin with the HubSpot record and customer action: a deal, form, invoice, or other collection point. PayPact reviews the appropriate payment tool and the information that needs to return to the CRM. The selected connection determines record updates and follow-up; HubSpot’s own commerce features are not assumed to be included.
Requirements
What you’ll need+
- An active HubSpot account plus administrator or technical access.
- An approved PayPact merchant account and a compatible gateway or processing configuration.
- Your edition and version must be confirmed against the supported product family: HubSpot CRM.
Setup
Review your existing environment+
Share your HubSpot product, version, and current payment setup. We review the workflows you want to support and confirm the available connection.
Confirm processing and access+
Complete the merchant-account requirements and identify the administrator or software partner who will help configure the connection. Any required credentials are exchanged through the appropriate secure process.
Configure the supported connection+
Coordinate the selected gateway, connector, or module with your software team. Map the payment actions and records involved, including any saved-payment migration needs.
Test the workflow and launch+
Verify the agreed payment methods, payment-status updates, receipts, and refund flow before launch. Confirm reporting and support ownership with the teams involved.
FAQs
Is this the same as HubSpot’s own payment service?+
Not necessarily. PayPact reviews the payment route and any third-party tools alongside your HubSpot subscription. We establish which objects and workflows the proposed connection can use before setup.
Can we keep our current HubSpot workflow?+
In many cases, yes. We review where payment starts and how it should post back, then recommend the least disruptive supported setup.
Which payment methods are available?+
Card and, where supported, ACH options depend on the gateway, processing platform, software version, and merchant account approval.
Salesforce
Accept payments within Salesforce with recurring billing, saved methods, and Dual Pricing available through the supported connection.
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Clio
Payment integration review for Clio: a client matter, its invoice, and the intended deposit account.
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JobNimbus
Integrated payments for JobNimbus roofing and exterior-contractor workflows, connecting project estimates, deposits, invoices, and final-balance collection.
View detailsMarketing copy is based on public product information. Confirm technical compatibility, version coverage, and available payment methods before publishing or implementation.
CONFIRM YOUR CONFIGURATION
Let's review how HubSpot fits.
Bring us the software version, current payment setup, and the workflow you want to improve. We will help identify the most practical supported path.
Find your fit