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Lesson 3: How to Create Payment Forms | Step-by-step HubSpot Payment Integration

Lesson 3: How to Create Payment Forms | Step-by-step HubSpot Payment Integration

Master the process of creating payment forms with DepositFix. This guide covers everything from integrating with HubSpot forms to adding varied payment options for enhanced customer experience.

Before getting started

What's important to understand about DepositFix is that part of it lives inside HubSpot system. The moment you as a merchant connect DepositFix, we create different custom properties for contacts and deals. DepositFix needs those custom fields to run properly. DO NOT DELETE THEM! It will break the integration.

Creating forms

Once you're inside DepositFix (app.depositfix.com), you'll be able to create a new payment form for debit and credit cards. You can take any form from your HubSpot account and transform it into a payment form by appending payment options to it. If you don't have any HubSpot forms created yet, we also created one for you when you connected DepositFix to HubSpot.

After you've chosen the HubSpot form, you'll be able to add different kinds of product and product combinations. These include single payment products, subscriptions, donations, offline payments and optional add-ons. We also let you change the product quantity, apply discounts and charge taxes. To make things easier for you to understand and to see how customers will view the forms, you get side-by-side view from the back-end and the front-end.

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