Weblog | The online journal

Payment Gateway Integration in HubSpot | An Ultimate Guide

Written by Markestac | December

Introduction

Imagine having a brick-and-mortar store. Your customer made a purchase, but instead of cash, they want to pay through credit card or UPI. But you fail to process the payment for the lack of a payment gateway or a point of sale (POS). High chances are that you will lose your customers to your competitors.

The chances of this happening in an e-commerce store are much higher. To reach the end of the sales funnel, you must have a payment gateway. 

Quite naturally, you would have a lot of questions in your head. But worry not! We will cover everything about payment gateway integration, its importance, and how it works alongside HubSpot. 

Get to the end of this guide, and you will have the answers.

So, without any delay, let us get started.

Why use a payment gateway?

Irrespective of your industry, payment gateways are an integral part of your business. With the help of a seamless payment gateway, you can free up time and focus on business instead of tasks that technology can handle easily. 

A robust payment gateway automates business processes, secures sensitive customer information, and increases customer satisfaction by providing multiple payment options. 

Moreover, in terms of crypto payment processing, a payment gateway becomes critical in facilitating secure crypto transactions, providing customers with even more options. As a result, it helps improve the customer base and benefits the bottom line.

What are the types of Payment Gateways?

When it comes to payment getaways, there are three popular alternatives: 

Redirects

As the name suggests, a redirect takes the customer to a new page to complete the payment. In case of a redirect, the third-party gateway handles the transaction. It reduces the load on the seller's website. However, it adds an extra step for the customer.

Front-end checkout

Unlike redirects, front-end checkouts take place on the seller’s website itself. However, the payment processing takes place in the backend. In this case, the front-end technology sends the payment information to the merchant-acquiring bank, where the transactions happen.

On-site

The third type of payment gateway integration you can go for is on-site. In this case, an on-site payment gateway handles the entire checkout process on the seller’s site. While this provides the seller the most control over the process, it also increases the pressure and responsibility. 

Examples of Payment Gateways

By now, you have a good understanding of different types of payment gateways. Next, we will discuss the commonly used third-party payment gateways.

PayPal

PayPal needs no introduction. It is, arguably, the most popular and widely used payment portal. It uses the redirect method of payment that we discussed in the last section. 

PayPal is popular because of its versatility and security. It provides merchants with multiple currency options and cart compatibility. Additionally, it houses a robust anti-fraud team. 

Apple Pay

Apple Pay’s payment gateway integration services focus on mobile payment. Merchants can use Face ID and Touch ID. 

This solution aims at customers who want to maintain an electronic wallet to handle payments and transactions. Apple Pay processes its payments via a compatible credit card.

Stripe

One of the very popular gateways for HubSpot payment integration is Stripe. It’s primarily focused on e-commerce, SaaS, non-profits, and platform-based payments. 

Most sellers choose Stripe because it has easy set-up and customization options. Other benefits of using this payment gateway include its ability to handle large volumes of transactions and its simplified checkout process. 

Square

Finally, we have Square. It provides credit card processing and payment gateway integration services with compatible applications. 

It is a popular gateway for mobile payments and in-person transactions. Small businesses that need a mode for credit card processing for in-person transactions, commonly use Square. 

Many more 3rd party payment gateways can be integrated, consult with our HubSpot Expert.

Understanding Payment Gateway Integration 

Until now, we discussed payment gateways and their importance in running a business. Now, let’s get into their integration with HubSpot. 

If you have chosen HubSpot to run your e-commerce store, you will need a few compatible and secure payment gateways to receive payments. With HubSpot Payment Integration, you can set up a connection between your HubSpot website and third-party payment gateways. 

While this might sound complicated, a third-party gateway transfers the money into the seller’s account from the customer’s account in seconds. 

In the next section, we will learn how the process works.

How HubSpot Payment Integration Works?

Here are the steps to payment gateway integration in HubSpot 

Choose a Payment Gateway

HubSpot is compatible with several third-party payment gateways, including Stripe, PayPal, etc. Before starting with your HubSpot payment integration, you need to choose which gateway(s) supports your business needs.

Set up a Payment Provider Account

Once you have finalized which payment gateway(s) you want to use, you will create an account with the chosen payment gateway. Sign up and complete all the steps needed to verify the legitimacy of your business.

Configure payment gateway in HubSpot

Once your payment gateway account is ready, it is time to focus on HubSpot configuration. With the following steps, you can complete the configuration:

  • Log in to your HubSpot account

  • Go to the Sales menu

  • Select the Payment option in the settings

  • Choose the right payment provider

  • Follow the prompted steps to connect your account

Set up services or products in HubSpot

Once the payment gateway is ready, set up all the services or products for which you want to receive payments. This process involves creating a database with relevant details. 

Create Payment Pages or Forms

Next, you need to work on the interface of your website and create pages or forms where your customers can make payments. While working on this, remember to add necessary fields to your forms, such as credit card details and PayPal account.

Conduct Thorough Testing

At this point, your HubSpot payment integration is nearly complete. You might want to take your page live. But before that, remember to perform test transactions to verify that the integration is functioning correctly.

Handle Security and Compliance

At all costs, ensure your newly configured payment process complies with the industry-level security standard. This is for the sake of you and your customers. Ensure that sensitive customer information is secure at your portal at all times.

Provide customer support

While these technologies tend to be error-free, you should still be prepared for hiccups, now and then. You must ensure that your customers receive support in case of any issues during the payment process.

Explore here about Zapier Integration With HubSpot

Challenges Faced in HubSpot Payment Integration

While the solution proves immensely helpful to your business, there may be some challenges in integrating payment gateways into a platform like HubSpot. Here are some common challenges you may face during HubSpot payment integration:

Data Mapping and Synchronization

Data alignment between HubSpot and the third-party payment portal is crucial for seamless transaction processing. Real-time data mapping and synchronization may be challenging due to the complexity of the process. The challenge may be note-worthy if you are dealing with two different data models.

Customization Complexity

You may need to incorporate customizations as per the needs of your business. While HubSpot allows these customizations via custom properties and objects, integrating these elements with third-party gateways may need additional efforts and testing.

Error Handling

Encountering issues during payment gateway integration is common. Therefore, you have to implement robust error-handling mechanisms to identify and address integration issues quickly. It is pivotal to incorporate clear error messages and logs to help ease troubleshooting.

User Authentication

You must consider user permission and access controls to continue a seamless operation in the long run. You need to ensure that the integration setup takes the necessary user privileges into account. 

Testing and Quality Assurance

Before you take the deployment live, you need to perform rigorous testing and address any issues with the payment gateway integration. To ensure robust functionality, you need to test various scenarios, including edge cases. 

Role of HubSpot Service Providers in Gateway Integration 

The benefits of hiring third-party HubSpot development services are directly linked to the challenges we addressed in the last section.

HubSpot service providers can bring a lot of value to the table, especially if you are new to the HubSpot ecosystem and lack the necessary expertise. Let’s explore the several benefits service providers can offer:

Expertise and experience

There is no doubt that when you hire HubSpot service providers, you are hiring professionals who have the required knowledge, expertise, and experience to integrate several gateways into HubSpot. 

They can provide additional insights into the right payment gateway for your business. Their learnings can significantly reduce downtime and disruptions while helping you avoid common pitfalls. 

Seamless implementation

Hiring a professional for payment gateway integration services will lead to faster deployment and error-free implementation. 

If you are looking to implement the integration quickly, it will be helpful for you to hire a HubSpot specialist. They are likely to have a streamlined process for the integration, giving faster results.

Efficient Customizations

Different businesses have different needs and requirements, which leads us to customizations and configurations. Professionals dealing in HubSpot services are experts in handling modifications. 

They will tailor the integration in such a way that it aligns with your workflow and other business requirements. Service providers will also remove any issues that might cause trouble in the future. 

Security and Compliance

As already discussed, you must ensure the ultimate security of confidential data on your payment gateway. HubSpot professionals are well-versed in best security practices and compliance standards. 

If you are hiring HubSpot development services, you can rest assured that all the sensitive data in your HubSpot is secure during the payment gateway integration. 

Thorough and robust testing

With relevant expertise and industry-grade tools, your HubSpot service provider will conduct in-depth testing to ensure the integration functions as intended. 

HubSpot experts will test under all scenarios before deployment and resolve any plausible issues to ensure seamless payment processing in the long run. 

Documentation and training

HubSpot development services often provide documentation and training data to help your internal team understand the integrated system. 

They also offer training sessions alongside payment gateway integration services to equip your team in managing and maintaining the integration. 

Time and cost management

Most HubSpot users contemplate hiring a third-party service provider based on the expenses. 

Yes! It indeed costs additional expenses. But, it proves to be significantly cost-effective compared to the time and resources required for in-house development.

Post-implementation support

Hiring professionals for payment gateway integration services comes with post-implementation support. 

Therefore, your service provider is responsible for corroborating that the integration remains up-to-date and error-free. They will also address and resolve any issues that may arise post-deployment.

Conclusion

Undeniably, payment gateway integration in HubSpot is an elaborate and complex process. But, with the right HubSpot service provider, you can look beyond the challenges and establish a solid foundation for your business. 

Are you looking for a dedicated team for HubSpot services? Look no further! Contact us now, and we will meet all your HubSpot development needs.