Last updated: June 17, 2022
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.
- In your HubSpot account, navigate to Marketing > Lead Capture > 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 selected the Payment template, in the dialog box, click the Payment link dropdown menu and select a payment link, then finish setting up your form.
- If you're creating a form from scratch, to collect payments using this form:
- In the form editor, click the Options tab.
- Click to toggle the Collect payments switch on.
- Click the Payment link dropdown menu and select a payment link.
- Once you're done setting up the form, click Update.
- In the right panel, click Publish.
When a visitor submits the form, HubSpot will capture the form submission data and the visitor will then be redirected to the checkout page where they can complete their purchase. Learn more about managing payments.
