HubSpot and Capchase Pay Integration
Capchase Pay offers an integration with HubSpot, which can make the lives of sales teams much easier. With this integration, users can easily submit and receive Pay eligibility results for your customers directly on HubSpot, besides creating Payment Links and managing your deals.
If you are interested in using this integration, please get in touch with your Growth Advisor or send us a message at support.pay@capchase.com.
How do I install the integration with HubSpot?
Installing the Pay for HubSpot app is very similar to any other HubSpot app installation.
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Send a message to your Growth Advisor requesting the integration with HubSpot.
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Once your business is approved, you will receive a link from our team.
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Follow the instructions on the link to install the HubSpot - Capchase integration, making sure to give Capchase the necessary permissions.
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Copy the Portal ID on HubSpot and send it to your Growth Advisor for activation. You can easily find it by clicking on your account in the top-right corner. It will be the number under the workspace name.
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Done!
Once the installation is successfully finished, you’ll receive a confirmation message in your email:
Now that you’re done with the installation, take a look at how to create and manage your deals using HubSpot CRM in the video below:
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If you have any questions or are facing any issues, don’t hesitate to send us a message at support.pay@capchase.com or directly contact your Growth Advisor.