BETA

Create and share a product's payment link (BETA)

Last updated: April 6, 2021

In Beta

Applies to:

Sales Hub  Professional, Enterprise

Share a payment 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 payment link using test payment information provided by HubSpot before you share the link with a contact.

Please note: the payment links beta covered in this article only supports payments in USD. The 2019 buy now beta feature that required users to integrate with Stripe, is no longer open or accepting new beta users.

Create and share a product's payment link

You can create a payment 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 Objects > Products & Quotes.
  • Click the Payment links tab.
  • In the upper right, click Create payment link.
  • In the right panel, select the radio button next to the product you want to create a payment link for.
  • Click Next.
  • Enter details about the payment 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.
    • To add form fields to collect additional information from your contacts when they make a purchase, click adContact property. You can add company, first name, and last name fields. To make the field required, next to the field select the Required checkbox. 
    • 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.
    • To collect a shipping address, select the Collect shipping address checkbox. 
    • In the Checkout confirmation section, select the radio button next to the checkout confirmation option. You can either show a standard option with the order details or redirect to another website page. 

create-payment-link

  • Click Create.

You'll be brought back to the Payment link 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 payment 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 payment link

Before sharing your payment 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 payment 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 payment 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.

Test payment links for payments via credit card

HubSpot provides test card numbers that you can use to test the payment 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.

Credit card number Brand
4242424242424242 Visa
4000056655665556 Visa (debit)
5555555555554444 Mastercard
2223003122003222 Mastercard (2-series)
5200828282828210 Mastercard (debit)
5105105105105100 Mastercard (pre-paid)
378282246310005 American Express
371449635398431 American Express
6011111111111117 Discover
6011000990139424 Discover
3056930009020004 Diners Club
36227206271667 Diners Club (14-digit card)
3566002020360505 JCB
6200000000000005 UnionPay

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

Credit card number Error message
4000000000000036 ZIP code validation fails & payment is declined
4000000000000002 Card is declined.
4000000000009995 Payment is declined due to insufficient funds.
4000000000000069 Payment is declined due to an expired card
4000000000000127 Payment is declined due to incorrect CVC.

Test payment 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.

Routing number Account number Status description

110000000

000123456789 Success
000111111116 Failure upon use
000111111113 Account closed
000222222227 NSF/insufficient funds
000333333335 Debit not authorized
000444444440 Invalid currency