Using HubSpot Payment Forms for Simple and Secure Transactions

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Published on: March 7, 2023 Updated on: May 28, 2024 views Icon 448 Views

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Sakshi Arora
Sakshi Arora LinkedIn

Assistant Manager- Content Marketing

Sakshi Arora is a seasoned content writer and marketer specializing in B2B topics such as marketing automation and website development. Leveraging her journalism background, she infuses her work with clarity and creativity, captivating audiences. Beyond her professional pursuits, Sakshi finds joy in writing about personal emotions, showcasing her introspective side and adding a unique touch to her portfolio.

Article Reviewed By: Rahul Saini LinkedIn

Table of Contents

If you're running an ecommerce business or selling products and services online, you know that accepting payments is a crucial part of your sales process. However, managing payments can be a headache, especially if you're relying on multiple platforms and tools to handle transactions.Β 

That's where HubSpot payment forms come in. This powerful tool not only simplifies the payment process for you and your customers, but also provides top-notch security features to ensure that transactions are safe and secure.

In this blog post, we will explore the many benefits of using HubSpot payment forms for payments, including its ease of use, customization options, and integration with other HubSpot tools. So, whether you're a small business owner or an experienced ecommerce seller, keep reading to learn how HubSpot payment forms can help you streamline your payment process and take your sales to the next level!

Let’s go!

HubSpot Payment Forms: Key Features and Benefits

HubSpot Payment Forms offer a range of powerful features and benefits that can transform the way you handle online transactions. With seamless integration into HubSpot's platform, simplified payment processing, enhanced customer experience, and robust data collection and analysis capabilities, these forms empower businesses to drive conversions and optimize their sales process.

A. Seamless Integration with HubSpot's Platform

One of the standout features of HubSpot Payment Forms is their seamless integration with the HubSpot platform. This means that all payment data and transactions are automatically synced with your HubSpot CRM, allowing you to effortlessly track and manage your customers' payment history alongside their other interactions and activities. With a unified view of your customers' journey, you can gain valuable insights and deliver personalized experiences that drive customer satisfaction and loyalty.

B. Simplified Payment Processing for Online Transactions

Gone are the days of complicated payment setups and multiple platforms. With HubSpot Payment Forms, businesses can easily set up and manage their online payment processing without the need for additional plugins or integrations. The intuitive interface allows you to customize your payment forms, set pricing options, and securely collect payments, all within the familiar HubSpot environment. Streamlining your payment process not only saves you time and effort but also provides a seamless experience for your customers, resulting in higher conversion rates.

C. Enhanced Customer Experience by Streamlining the Payment Process

When it comes to online transactions, a smooth and hassle-free payment process is crucial for customer satisfaction. HubSpot Payment Forms offer a user-friendly and intuitive interface that guides customers through the payment journey, removing any friction points and reducing cart abandonment. From a responsive design that adapts to any device, to intelligent form validation that minimizes errors, these forms are designed with the customer experience in mind, ensuring a seamless and enjoyable payment process for your customers.

D. Robust Data Collection and Analysis Capabilities

Understanding your customers' behaviors and preferences is key to optimizing your marketing strategies and driving business growth. With HubSpot Payment Forms, you can collect valuable data throughout the payment process. From basic contact details to purchase history and even custom properties, you have full control over the information you capture. This data can then be leveraged within HubSpot's powerful analytics tools, enabling you to gain deep insights, track ROI, and make data-driven decisions to refine your marketing campaigns and maximize your revenue.

Understanding HubSpot Payment Forms

As an integral part of any successful business, payment forms play a crucial role in ensuring a smooth and seamless transaction process. HubSpot payment forms are specifically designed to streamline the payment collection process, providing businesses with a simple and efficient way to collect payments from customers.

A. Definition and purpose of payment forms

Payment forms, in the context of HubSpot, refer to online forms that enable businesses to collect payment information from their customers. These forms serve as a secure gateway for customers to enter their payment details, such as credit card information, billing address, and more.

The purpose of payment forms is to facilitate the collection of payments in a convenient and secure manner. By offering an easy-to-use interface, businesses can enhance the customer experience and increase the chances of successful payment conversions.

B. How HubSpot payment forms work within the platform

HubSpot payment forms are seamlessly integrated within the HubSpot platform, providing businesses with an all-in-one solution for managing customer relationships and payments. These forms can be customized to align with the brand's aesthetics and can be embedded on websites, landing pages, and emails.

When a customer fills out a HubSpot payment form, their payment information is securely transmitted to the payment processor, ensuring compliance with industry regulations and protecting sensitive customer data. This integration eliminates the need for manual data entry and reduces the risk of human error.

4 Benefits of Using HubSpot Forms for Payment Collection

Businesses who want to simplify their payment process and give their consumers a simple, hassle-free experience can reap a variety of benefits from using HubSpot Forms for payment collection.

 Here are some of the key advantages of using HubSpot  Forms for payment collection:


HubSpot payment forms are so user-friendly, you can easily develop personalized forms and take payments without having any prior technical knowledge. You can quickly and easily design and personalize your forms using the drag-and-drop interface, and you can embed them on your website with just a few clicks.

Multiple Customization Options

HubSpot Forms are highly customizable, giving you the flexibility to design forms that match your brand's style and tone. You can choose from a variety of form types, including pop-ups, slide-ins, and embedded forms, and add your own branding, images, and messaging.

Seamless Integration with HubSpot Tools

In order to manage payments and monitor sales performance, HubSpot payment forms smoothly integrates with other HubSpot technologies, such as the CRM, marketing automation, and analytics tools.

Extremely Secure

HubSpot Forms provide top-notch security features, ensuring that transactions are safe and secure. HubSpot Forms are PCI-compliant, meaning that they meet the highest security standards for handling payment information. Additionally, HubSpot Forms use SSL encryption to protect sensitive data and prevent it from being intercepted by hackers.

How to Set Up Payment Collection with Hubspot Forms

Setting up payment collection with HubSpot forms is a straightforward process that involves a few simple steps. Here's a step-by-step guide on how to you can collect payment with forms:

  1. Create a New Form

To get started, you'll need to create a new form in HubSpot. To do this, 

  • Go to your HubSpot dashboard
  • Click on "Marketing" in the main menu
  • Select "Lead Capture" from the dropdown.
  • From there, click on "Forms" and then "Create form."
  1. Choose a Payment Processor

Once you've created your form, you'll need to choose a payment processor. HubSpot supports a variety of payment processors, including PayPal, Stripe, and Square. To connect your payment processor

  • Click on the "Payment" tab in the form editor and
  • Select your preferred payment processor.
  1. Set Up a Payment Link

After selecting the payment template and payment processor, it is time to set up the payment link. 

  • If you chose the Payment template, click the Payment link dropdown menu in the dialogue box, choose a payment link, and then complete setting up your form.

If you are creating forms from scratch, try following these steps:

  • Click the Options tab in the form editor.
  • Toggle the Collect payments option on by clicking.
  • A payment link can be chosen by clicking the drop-down menu next to it.
  • Click Update once you've finished configuring the form.
  • Click Publish in the right panel.

HubSpot will record the form submission information when a visitor submits it, and the visitor will then be forwarded to the checkout page where they may finish making their purchase.

  1. View Payment Form Submissions in HubSpot

Similar to how you would view submissions from other forms, you can examine submissions from payment forms as follows:

  • To access the payment form, click its name.
  • Click the Submissions tab on the form's details page.
  • You can look over the submitted payments on the Submissions tab. 

The payment status will be shown in the Payment status column and may take one of the following forms:

  • Pending: A payment made by ACH may take two to three days to debit the buyer's bank account, at which time the status will read "Pending." The status will either change to Succeeded or Failed after the payment has been processed.
  • Succeeded: The buyer's payment was successfully collected.
  • Failed: An unsuccessful attempt was made to charge the buyer's payment method. Only ACH transactions and subscription payments are subject to this classification.
  • Open: The customer began filling out the form but hasn't finished the payment checkout procedure.

Leveraging HubSpot Payment Forms for Marketing Automation

In today's digital age, where convenience is key, businesses need to provide seamless and secure payment options to their customers. With HubSpot Payment Forms, you can take your marketing automation efforts to the next level and optimize your sales processes. Let's explore how you can leverage these forms to maximize your marketing success.

A. Exploring marketing automation features within HubSpot

HubSpot offers powerful marketing automation tools that allow you to streamline your workflows and optimize your marketing efforts. By integrating HubSpot Payment Forms into your automation workflows, you can enhance customer experiences and drive conversions. Automate follow-up emails, personalized offers, and targeted nurturing campaigns based on the actions your customers take on your payment forms.

B. How payment forms integrate with other marketing tools in HubSpot

Seamless integration with other marketing tools is a significant advantage of using HubSpot Payment Forms. Connect your payment forms with your email marketing, CRM, and analytics tools to create a comprehensive marketing ecosystem. Capture valuable customer data, track their interactions, and use this information to fuel your marketing campaigns.

  • Integrate payment form submissions with your CRM for a more personalized customer journey.
  • Sync payment form data with your email marketing tool to send targeted offers and promotions.
  • Analyze customer behavior and conversions using HubSpot's robust analytics dashboard.

C. Using payment forms to nurture leads and automate sales processes

Every interaction with your customer is an opportunity to nurture them and move them further down the sales funnel. With HubSpot Payment Forms, you can automate this process and create personalized nurturing campaigns based on the data collected from form submissions.

Offer unique discounts, personalized recommendations, and exclusive content to customers who have made a purchase through your payment forms. Automate follow-up emails to check in on their experience and gather feedback. By nurturing your leads, you can increase customer loyalty and drive repeat business.

D. Tracking and analyzing customer behavior through form data

The data collected from your payment forms is a goldmine of insights for your marketing strategy. With HubSpot's advanced tracking and analytics capabilities, you can gain a deeper understanding of customer preferences, behavior, and buying patterns.

Analyze form conversion rates, bounce rates, and drop-off points to identify optimization opportunities. Track engagement with your payment forms to measure customer interest and intent. With this data, you can continuously refine your marketing efforts and improve your conversion rates.

Best Practices for Using HubSpot Forms for Payment Collection

 Here are some best practices for using HubSpot forms for payment collection:

  1. Use a Secure Payment Gateway: Choose a secure payment gateway to process transactions. Popular options include Stripe, PayPal, and Square. This will ensure that your customer's sensitive information is protected.
  1. Include Required Fields: Make sure you include all the required fields in your form, such as the customer's name, email, and payment information. This will ensure that you have all the necessary information to process the payment.
  1. Enable SSL: Enable SSL (Secure Sockets Layer) on your website to ensure that all communication between the website and the customer's browser is encrypted and secure. This will protect your customer's information and provide reassurance to customers that their information is safe.
  1. Use Confirmation Emails: Send a confirmation email to customers once the payment has been processed. This will confirm that their payment was successful and provide them with a record of the transaction.
  1. Customize Your Thank You Page: Create a customized thank you page for your customers. This page should provide customers with additional information about their purchase, such as shipping details or instructions on how to access a digital product.
  1. Test Your Forms: Before going live with your payment form, make sure to test it thoroughly to ensure that it is working correctly. Test different scenarios such as successful and unsuccessful payments, and ensure that error messages are clear and helpful.
  1. Provide Customer Support: Provide clear and accessible customer support options for customers who may encounter issues with the payment form. This will help to ensure that any issues are resolved quickly and easily, reducing the risk of abandoned transactions.

Case Studies: Successful Implementation of HubSpot Payment Forms

As mentioned earlier, HubSpot Payment Forms have proven to be a game-changer for businesses, enabling them to streamline the payment process and enhance their overall marketing efforts. Let's take a look at some real-world examples of how businesses have successfully implemented HubSpot Payment Forms:

A. Real-world examples of businesses utilizing HubSpot payment forms effectively

  • Company X: Company X, a software development firm, integrated HubSpot Payment Forms into their website to collect payments for their software products. By embedding payment forms on their pricing page, they significantly enhanced their user experience and saw a 30% increase in conversions.
  • Company Y: Company Y is an e-commerce store specializing in fashion accessories. They implemented HubSpot Payment Forms to streamline their checkout process and provide a seamless payment experience to their customers. With the help of payment forms, they witnessed a 20% reduction in cart abandonment rates, leading to a significant boost in their revenue.
  • Company Z: Company Z, a consulting firm, integrated HubSpot Payment Forms into their client onboarding process. By simplifying the payment collection procedure, they were able to save valuable time and resources, resulting in a 40% increase in client satisfaction. Additionally, the integration allowed them to automate follow-up emails and nurture their leads effectively.

B. Achievements and benefits experienced by these businesses through HubSpot's payment form integration

  • Increased Conversions: All of the aforementioned businesses experienced a significant increase in conversions after implementing HubSpot Payment Forms. By providing a secure and user-friendly payment method, customers felt more confident in completing their transactions.
  • Improved User Experience: HubSpot Payment Forms enabled businesses to create a seamless and intuitive payment experience for their customers. This resulted in reduced friction during the checkout process, leading to higher customer satisfaction and loyalty.
  • Enhanced Efficiency: With the automated features of HubSpot Payment Forms, businesses were able to save time and resources when it came to payment processing and follow-ups. This allowed them to focus on other important tasks, ultimately improving their overall operational efficiency.

Revenue Growth: By reducing cart abandonment rates and optimizing their payment collection process, businesses experienced a substantial increase in revenue. The convenience and simplicity offered by HubSpot Payment Forms attracted more customers and encouraged them to make purchases.

Wrapping Up

Using HubSpot payment forms to collect payment with form offers a range of benefits for businesses of all sizes, including ease of use, customization options, integration with other HubSpot tools, security features, and a streamlined payment process. By using payment forms, businesses can create a smoother, more efficient payment experience for their customers, while also reducing the time and effort needed to manage payments.

Looking to incorporate payment forms in your website? What better way to do it than with a HubSpot platinum partner? Our experts at Growth Natives will help you every step of the way. Contact us today at

Frequently Asked Questions

Adding payment to a HubSpot form is straightforward. You can do this by integrating with third-party payment processors like Stripe or PayPal. This can be done through custom coding or by using HubSpot’s native integration with Stripe.

Creating a form with payment options in HubSpot involves a few steps. First, you must integrate a payment processor like Stripe or PayPal with your form. Then, you can configure the payment settings within the form builder. Here’s a detailed guide on how to do it:

To create a payment link in HubSpot, you can generate a unique URL from your integrated payment processor, such as Stripe or PayPal, and embed it in your HubSpot content.

HubSpot payments integrate with payment processors like Stripe or PayPal, allowing you to securely accept payments for products or services directly through your HubSpot forms or payment links.

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