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
form deal setting

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


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