How to Create Payment Links & Subscriptions From Line Items in Deals

Описание: Simplify your sales process with HubSpot by turning your line items into payment links and subscriptions—making payments effortless for you and your customers. Follow this step-by-step guide to streamline transactions directly from your deals in HubSpot.

1. Log into your HubSpot account.
2. Hover over CRM and navigate to the desired deal.
3. In the right panel, under Line Items, click Add.
4. In the top-right corner, click the Create dropdown and select Payment Link.
5. Select the line item, and if needed, add fees, taxes, or discounts by clicking the Add option.
6. Go to the Settings page to toggle options based on your preferences.
7. Preview your Payment Link, and once satisfied, click Create.
8. To create a subscription, click the Create dropdown again and select Subscription.
9. Add your contact and, optionally, the associated company.
10. Add your line item and set the Billing Frequency to a recurring value.
11. Finalize your subscription settings and click Create.

And just like that, you've enabled payment links and subscriptions in a few easy steps!

#HubSpotTutorial #PaymentLinks #Subscriptions #HubSpotPayments #CRMTools #SalesOptimization #StreamlineSales #HubSpotCRM
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