DepositFix Step-by-step
Lesson 9: HubSpot integration overview

Lesson 9: HubSpot integration overview

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

Where is DepositFix data stored inside HubSpot?

Just like with a regular HubSpot form, submitting a DepositFix form will either create a new contact or update an existing one. The payment information (amount, product name, transaction ID) will be visible on the contact timeline.

DepositFix also creates a dedicated Payments section under the contact properties. After each payment, DepositFix then stores relevant payment information there (eg. date, name and amount of the last product purchased).

Billing Profile

One of the custom contact properties is called the Billing Profile. This is a unique URL that you can share with your customers which allows them to update their billing information, see their billing history, cancel their subscriptions or change their current plan.

The easiest way to share this link with your customers is by using personalization tokens in automated emails. Then every time someone makes a purchase, they will automatically get the Billing Profile link where they can check the details and update their information.

Managing payments from within HubSpot

On the right side of the contact record, DepositFix stores all past one-time and recurring payments. This also allows you to create new charges, issue refunds or cancel subscriptions right from the HubSpot interface. This is especially handy since you and your team no longer have to go to Stripe or PayPal to manage payments - everything can be done from HubSpot.

Read more on how you can improve your customer payment experience and increase your conversions through HubSpot and DepositFix.

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