How To Create HubSpot Deals automatically From Formpay Checkouts ?

If you want to create a HubSpot deal automatically on a successful checkout, follow the steps below.

• Login to the FormPay app.
• Go to the Forms section in the app.
• Create a new form or edit an existing one.

• Once you get inside the form, fill in the necessary fields and publish the form.

Note: You won’t be able to access the Deal tab during form creation unless you publish the payment form first.

• Next, you can simply turn on the Enable Deal toggle and define the following field.
  • Deal Name
  • Select a Pipeline
  • Deal Stage

Now whenever a user completes a successful transaction through this form, a deal will be created in your HubSpot CRM automatically.