Lesson 12: Customer lists in HubSpot

Master product management in DepositFix with new product creation, customizable pricing, subscription models, trial periods, and zero-amount deposits for payment info capture. Explore advanced pricing for early bird and bulk discounts.

Create custom forms to collect info and process payments, integrating with HubSpot or DepositFix. Add products, enable quantity changes, apply discounts, and set sales taxes. Simplify payments with various methods and easy sharing.

Integrate various payment gateways like CardConnect, Stripe, PayPal, and Authorize.Net with DepositFix. Test transactions, connect gateways, and offer multiple payment methods including credit cards and bank transfers.

Learn effective strategies for receiving donations and setting up various payment methods with DepositFix. Ideal for nonprofits seeking streamlined donation processing.

Create and manage discount codes to boost marketing, track engagement, and refine strategies. Learn to set promo codes with fixed amounts, percentages, and trial days. Set expiration, limit uses, and specify eligible items. Generate dynamic discounts for mass distribution.

Set up sales tax with static rates or automatic calculations based on client location. Ensure accurate tax with company and client address settings, adjusting for same-state clients.

Generate detailed invoices for each transaction, including discounts and taxes. Download PDFs, issue refunds, and integrate with HubSpot for easy sharing of invoices and PDF links with clients.

In HubSpot, DepositFix creates timeline events, as well as custom contact and deal properties

DepositFix lets you create deals after each payment to store your customer's payment history

DepositFix's latest update enhances reporting capabilities with advanced filtering options, detailed transaction analysis, and data grouping features. You can now access revenue insights over customizable date ranges, drill down into specific transactions, export data to CSV, and view comprehensive sales details per product and contact. This update streamlines financial analysis, enabling more informed decision-making.

DepositFix works great with HubSpot workflows and allows you to automate followup emails