Skip to content

Collect payments with forms

Last updated: August 3, 2023

Available with any of the following subscriptions, except where noted:

Marketing Hub   Starter , Professional , Enterprise
Sales Hub   Starter , Professional , Enterprise
Service Hub   Starter , Professional , Enterprise
Operations Hub   Starter , Professional , Enterprise
Content Hub   Starter , Professional , Enterprise

After you set up the payments tool in HubSpot, you can collect payments when a visitor submits a form. Both the form submission data and the payment details will then be available in HubSpot.

Create a payment form

To create a form with one or more payment links:

  • In your HubSpot account, navigate to Marketing > Forms.
  • In the top right, click Create form.
  • Select your form type.
  • In the upper right, click Next.
  • In the left panel, select Blank template to start with a blank form or select the Payment template.

  • In the top right, click Start. If you've selected the Payment template, you will be directed automatically to the payment link options in your form.
  • If you're creating a form from scratch, to set up your payment links:
    • In the forms editor, toggle on the Payment switch in the left panel.
    • Click Select Payment Link.

 

  • In the left panel, click the Payment link dropdown menu and select a payment link
  • Enter a Label for your payment link. 
  • To add another payment link, click + Add an option.
  • To remove a payment link, hover over the link and click Remove
  • To arrange your payment link options, click and drag the dragHandle icon next to the payment link. 
  • To sort your payment links alphabetically, click Sort.
  • To preselect a payment link, click the radio button next to the payment link. 
  • To clear any preselected options in your payment link field, click Clear preselected

  • With the payment link field configured, continue setting up the form, including adding any other fields you might need.

Please note:

  • Payment forms do not support calculation, file, and HubSpot user field types.
  • The payment field cannot be hidden or configured with progressive or dependent field logic.
  • To publish the form, in the top right, click Update. Then, in the right panel, click Publish.

When a visitor submits the form, they can select which payment link to use for submission. HubSpot will capture the form submission data and the visitor will then be redirected to the corresponding checkout page where they can complete their purchase. Learn more about managing payments.

View payment form submissions in HubSpot

You can view payment form submissions in the same way that you would view other types of form submissions:

  • In your HubSpot account, navigate to Marketing > Forms.
  • Click the name of the payment form.
  • On the form details page, click the Submissions tab.

On the Submissions tab, you can review the payments that have been submitted. The Payment status column will display the status of the payment, which can include the following values:

  • Pending: it can take two to three days to debit a buyer's bank account for a payment made via ACH, during which time the status will appear as Pending. When the payment is processed, the status will either change to Succeeded or Failed.
  • Succeeded: the payment was successfully collected from the buyer.
  • Failed: the buyer's payment method wasn't successfully charged. This status only applies payments made via ACH or subscription payments.
  • Open: the buyer started to fill out the form, but has not yet completed the payment checkout process. 

payment-form-statuses-2

 

Was this article helpful?
This form is used for documentation feedback only. Learn how to get help with HubSpot.