Hupspot guide to payment links

Hubspot makes it easy to sell products, services, and subscriptions online using simple, reusable payment links that connect directly to your CRM data and deals.

This guide shows you how to create and share a product payment link, manage line items, and control who can buy through each link.

What is a Hubspot payment link?

A payment link in Hubspot is a shareable URL that lets buyers complete a checkout flow for specific products or services.

You can use a single payment link across:

• Web pages and landing pages
• Marketing emails and nurturing campaigns
• Chat, forms, and meeting workflows
• Direct sales outreach and proposals

When someone pays, Hubspot can automatically create contacts, deals, and payment records linked to your CRM.

Prerequisites for using Hubspot payment links

Before creating a payment link, confirm that your account and user have the right setup.

Hubspot account requirements

• Access to Hubspot payments or a connected supported payment processor
• Appropriate subscription level that includes payments
• Published products in your product library if you want to reuse items

User permissions in Hubspot

Your user must have permissions to:

• View and edit payments tools
• Access products and line items
• Create or edit deals, if you want automatic deal creation

If you cannot see the payments tools in Hubspot, contact your portal administrator to update your access.

How to create a Hubspot product payment link

The payment link editor guides you through choosing products, pricing, and buyer options.

Step 1: Open the payment link tool in Hubspot

1. Sign in to your Hubspot account.
2. Navigate to the payments tools within your CRM.
3. Select the option to create a new payment link.

This opens the payment link editor where you will configure items, checkout, and automation.

Step 2: Add products and line items

You can use existing products from the Hubspot product library or add custom line items directly in the editor.

• Use existing products: Search and select products that already have defined prices and terms.
• Add custom items: Create one-off line items with a name, description, and price.

For each item, set:

• Quantity (fixed or editable by buyer)
• Unit price and currency
• Billing frequency for subscriptions (one-time, monthly, annually, etc.)

You can reorder items in the list so the checkout page reflects the structure you want buyers to see.

Step 3: Configure payment settings in Hubspot

In the same editor, define how buyers will complete payment.

• Select available payment methods, such as card or bank transfer, depending on your Hubspot payments setup.
• Choose whether tax applies and connect the correct tax settings.
• Enable discounts or coupons if your configuration supports them.

For subscriptions, configure recurring billing rules so Hubspot can automatically charge customers at the correct interval.

Step 4: Set buyer and CRM options

You can control how the payment link interacts with CRM records.

• Decide whether new contacts should be created when a new email address checks out.
• Choose if deals should be created or associated with payments.
• Map payment outcomes to pipelines and stages.

These options keep your Hubspot CRM up to date with revenue and customer activity.

Step 5: Customize the checkout experience

The link configuration also lets you adjust how the checkout page looks and behaves.

• Edit the payment page title and description.
• Show or hide specific fields such as company name or phone.
• Define whether buyers can change quantities or remove line items.
• Set a post-purchase thank you message or redirect URL.

Preview the payment page from inside Hubspot to ensure all details display correctly.

Step 6: Save and publish your payment link

Once you have configured products, pricing, CRM options, and checkout settings, save the payment link.

• Give the link a clear internal name so your team can identify it later.
• Confirm the link status is active or published.

Hubspot then generates a unique URL you can copy and share wherever you sell.

How to share a Hubspot payment link

You can share payment links in many channels to streamline your sales and marketing workflows.

Use direct sharing from Hubspot

• Copy the payment link URL from the payment link dashboard.
• Paste it into emails, live chat, documents, or proposals.
• Send it directly to prospects or customers for a frictionless checkout.

This is ideal for sales reps who want a fast way to collect payment after a call or demo.

Embed in Hubspot pages and emails

You can also place payment links inside other Hubspot assets.

• Add the URL to call-to-action buttons on landing pages.
• Include the link in marketing emails or automated sequences.
• Use it in workflows triggered by form submissions or meetings.

This connects your marketing and revenue processes with a consistent checkout experience.

Share outside Hubspot

A payment link works anywhere you can place a URL.

• Link from social media or ads.
• Add it to a knowledge base or help article.
• Share via messaging platforms or SMS.

Because the checkout is hosted, you do not need custom code to accept payments.

Manage and edit existing Hubspot payment links

After publishing, you can review performance and adjust settings as needed.

View payment link performance

• Open the payments or payment links section in Hubspot.
• Review payment history for each link.
• Analyze revenue and volume by product or link.

This helps you see which offers convert best.

Edit or deactivate a payment link

From the payment links dashboard you can:

• Edit item details, descriptions, and pricing for future buyers.
• Adjust payment methods and buyer options.
• Deactivate links you no longer want to accept payments through.

Deactivated links typically show an error or unavailable message instead of the checkout page.

Best practices for Hubspot payment links

To get the most from your configuration, follow these practical tips.

• Use clear naming conventions so your team can find the right link.
• Align products and prices with your product library for consistency.
• Test each link in a safe environment before sharing at scale.
• Keep tax and compliance information current.
• Monitor payment records to confirm everything is syncing to your CRM properly.

Consistent structure and testing reduce buyer friction and cart abandonment.

Where to learn more

For detailed, official instructions on creating and sharing a product payment link, see the original Hubspot documentation here: Hubspot payment link help article.

If you need strategic support implementing payment links across your full revenue operations, you can also consult experts at Consultevo for guidance on CRM architecture, automation, and integrations.

By setting up structured payment links and embedding them throughout your sales and marketing assets, you can use Hubspot to create a streamlined, trackable, and scalable checkout experience for your buyers.

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