Create and share a product's buy now link (BETA)

Share a buy now link with customers so they can quickly buy one of your products from the product library. You can share the link directly with a customer, or add the link to a CTA on your website or in your email signature. You can also test the buy now link using test payment information provided by HubSpot before you share the link with a contact.

Create and share a product's buy now link

You can create a buy now link to share with your customers so that they can easily complete a purchase.

• In your HubSpot account, click the settings icon settings in the main navigation bar.
• In the left sidebar menu, navigate to CRM > Products & Quotes.
• Click the Buy now tab.
• In the upper right, click Create buy now link.
• In the right panel, select the radio button next to the product you want to create a buy now link for.
• Click Next.
• Enter details about the buy now link.
  • Enter a name.
  • If needed, update the product's name, description, price, and quantity.
  • Click the Deal pipeline dropdown menu and select a pipeline.
  • Click the Deal stage dropdown menu and select a deal stage.
  • Select the checkboxes next to the type of payment you'll accept. You can collect payment via credit card or debit card, or automatic clearing house (ACH).
  • To collect a billing address to reduce the likelihood of fraud, select the Collect billing address for credit card purchases checkbox.

• Click Create.

You'll be brought back to the Buy now tab. You can test the link before sharing it, or copy the link to you clipboard to send it to a contact. To copy and share the buy now link:

• Hover over the link and click the Actions dropdown menu, then select Copy link. 
• Paste the link into an email, chat, or quote and send it directly to the contact. 

The contact will then be brought to a checkout page where they can enter their payment information. They'll receive a copy of their receipt and you'll receive a notification that the payment was completed. A deal record will be created in your HubSpot account with the details of the transaction. A contact record will also be created using the email address entered on the checkout page, if a record with that email address doesn't exist already. 

Test your buy now link

Before sharing your buy now link with a contact, you can test the link to make sure it works as expected and experience your customer's payment journey. Using a test mode, you can replicate the actions that take place in actual payment scenarios, without actually charging a credit card. Testing your buy now links is especially important for higher payment amounts. For example, if you have to collect a payment for $10,000 from a contact and the payment link they receive is not working, this is not a great touchless experience. By testing a transaction up to the point where a bank is charged, you can be confident that customer payments will go through properly. You can test payments made via credit card or ACH.

To access your buy now link for testing: 

• Hover over the link and click the Actions dropdown menu, then select Test link. 
• Select a payment method to test. 
• Enter values from the tables below to complete a test purchase. 

Please note: HubSpot will not create a sample deal or a sample contact for payments processed in the test mode.

Test buy now links for payments via credit card

HubSpot provides test card numbers that you can use to test the buy now links. In addition to the sample credit card numbers, use following values for other fields:

• Expiration date - any valid future date
• CVC number - any random number
• Name on the card - any alphabetical string
• PIN code - any 3 digits (4 digits for American Express card)

To simulate a successful payment, use the values from the table below.

To simulate a failed payment, use the values from the table below.

Test buy now links for payments via ACH

You can also test successful and failed ACH payments using the bank routing and account numbers in the table below.