How To Create HubSpot Deals automatically From Formpay Checkouts ?

If you want to create a HubSpot deal automatically whenever a checkout takes place through Formpay payment forms, you can create it by following these steps.

For this, you should know how to create a payment form with Formpay. Go to this article to learn how to do it.

  • Go to your HubSpot account and navigate to Workflows.

    Workflows


  • Click on Create Workflow and select From Scratch

    create workflow from scratch
  • Select Contact-based and click on Next.

    contact based
  • Click on Set up triggers to add the enrollment trigger.

    setup trigger

     
  • Select Contact properties and search for the Last Payment Status property and select Success in any of the options.

    enrollment trigerrs
  • Click on Apply Filter and then save the changes.

  • Now click on the + button to add the activity to create a new deal automatically.
    –  Select Deal in Type of record to create.
    – Select token(property) as per your needs in the Deal name section. For example, we’ve selected First Name and Last Form Name here.
    – Choose Deal pipeline and stage according to your requirements. For example, we’ve selected the Lead Won stage in the MWB Sales Pipeline.
    – Click Save to save the changes.

  • You can review and publish this workflow and it will automatically create a deal whenever a checkout takes place with a HubSpot payment form you created with Formpay.

    Formpay deal workflow (1)


  • You can add further actions in this workflow like email marketing to send automatic emails to the users if they make a successful payment.


    Note:
    If your requirements are different and you can’t figure out how to create this workflow, you can connect with us and our HubSpot experts will help you with it.

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