Ultimate Guide to HubSpot Payments

Blog post image
Ultimate Guide to HubSpot Payments

In our digital economy, seamless payment processing — such as is found with HubSpot Payments — is essential for businesses looking to streamline their operations and provide an easy, frictionless experience for customers.

HubSpot Payments offers a comprehensive solution designed to simplify payment acceptance, enhance customer satisfaction, and drive business growth. What's even better is that it works seamlessly within the HubSpot CRM

What is HubSpot Payments?

HubSpot Payments is a comprehensive payment processing solution integrated directly into the HubSpot platform. It enables you to accept payments from customers quickly, securely, and conveniently. And it streamlines the entire payment process from transaction initiation to completion.

With HubSpot Payments, you can generate payment links, set up recurring payments, and manage payment activity seamlessly within your HubSpot account. This integrated approach simplifies revenue management, enhances customer experience, and can drive business growth and success.

How HubSpot Payments Works

HubSpot Payments is available through your Marketing Hub, Sales Hub, Service Hub, Operations Hub, and CMS Hub. The most common ways to use HubSpot Payments are payment links and recurring payments. There are a number ways to accept payments using this feature. 

Payment Links

HubSpot Payments allows you to generate payment links that you can share with customers via email, chat, or social media. You can also embed the payment link on your website. Customers then click on the payment link to access a secure payment page where they can enter their payment information and complete the transaction.

Recurring Payments

With HubSpot Payments, you can set up recurring payment schedules for subscription-based services, memberships, or installment plans. Customers can opt-in to recurring payments, providing convenience and predictability for both parties.


If you use HubSpot Sales Pro and send quotes to your customers, they can seamlessly accept the quote and make the payment in one smooth transaction. This eliminates the need for manual invoicing and simplifies the process for both you and your customers. With HubSpot Payments integrated into the Sales Pro feature, you can provide a seamless and efficient experience for your clients, ultimately saving time and enhancing customer satisfaction.


For consultants and professionals who charge by the hour, HubSpot Payments offers a seamless solution for connecting payment to meeting bookings. By integrating HubSpot Payments with your meeting booking link, clients can easily pay for their scheduled time upfront before booking it on your calendar. This streamlined process not only simplifies payment collection but also ensures that your time is compensated for in advance, creating a more efficient and convenient experience for both you and your clients.   


A newer feature to Hubspot, you can now create and send invoices electronically from right within Hubspot. Customers can conveniently click, and pay. Additionally, HubSpot integrates seamlessly with QuickBooks, allowing for easy synchronization of financial data and ensures that your financial records are accurate and up-to-date, saving you time and effort in managing your accounts.


By adding a payment step to any HubSpot Form, you can easily incorporate a "sign-up" option on your website, making it easier for customers to register and pay in one simple process. This feature is perfect for businesses looking to streamline their registration and payment procedures, providing a convenient and efficient experience for users. Whether you're offering subscriptions, memberships, or event registrations, integrating payment options directly into your forms can enhance user experience and increase conversion rates. 

What Payment Methods are Supported?

Your customer has the option of paying you with any of the following payment methods:

  • Credit Card
  • Debit Card
  • Apple Pay
  • Google Pay
  • ACH (Automatic Clearing House)

Who is a Good Fit to Use HubSpot Payments?

HubSpot Payments is an ideal solution for businesses of all sizes and within most industries, especially those that are looking to:

Streamline Payment Processing. HubSpot Payments lets you simplify the process of accepting payments from customers through a seamless, integrated platform.

Enhance Customer Experience. With HubSpot Payments, you can provide your customers with a convenient, frictionless payment experience that encourages repeat business and loyalty.

Consolidate Tools and Platforms. With HubSpot Payments, you can centralize payment processing within the HubSpot ecosystem to streamline operations and improve efficiency.

Optimize Revenue Management. HubSpot Payments gives you insights into payment activity, lets you track revenue metrics, and allows you to optimize pricing strategies to maximize profitability.

Pricing and Fees Involved with HubSpot Payments

There are no setup fees, monthly fees, minimums, or hidden charges to worry about with HubSpot Payments. Instead, HubSpot charges a percentage of each transaction, depending on which payment processing option you choose.

  • Under HubSpot payment processing, fees currently are 2.9% of credit card transactions and 0.5% of ACH payments (capped at $10).

  • If you connect your Stripe account to HubSpot Payments as the payment processor, you’ll pay a HubSpot platform fee of 0.5% per transaction plus the Stripe processing fee, payable directly to Stripe.

Other Things to Consider with HubSpot Payments

Other things to think about as you consider HubSpot Payments include the following:

Security and Compliance

HubSpot Payments adheres to strict security standards and compliance requirements to protect sensitive payment information and ensure data privacy and security. The platform utilizes encryption, tokenization, and other advanced security measures to safeguard transactions and mitigate the risk of fraud.

Integration and Automation

HubSpot Payments seamlessly integrates with other HubSpot tools and features, allowing you to automate payment workflows, sync customer data, and track payment activity within your HubSpot account. This integration eliminates the need for manual data entry and streamlines revenue management processes.

Customer Support

HubSpot provides dedicated customer support and resources to assist users with setting up and managing HubSpot Payments. From onboarding assistance to troubleshooting technical issues, HubSpot's support team is available to help users navigate the payment processing landscape and optimize their experience.

Ready to Start Using HubSpot Payments?

HubSpot Payments offers a robust and user-friendly solution for businesses looking to simplify payment processing, enhance customer experience, and optimize revenue management.

But is it right for you?

WorldLight Media is a HubSpot Certified Gold Partner, which means we’re qualified to answer your questions and then help you implement HubSpot Payments if that’s your decision. We’re happy to discuss how you could use HubSpot Payments in your business and what it would look like.

Click here to contact us and get the conversation started.

Subscribe to Blog Updates