This document provides an overview of HubSpot Payments and how it can help transform B2B buying by providing a unified view of customer data and payments capabilities directly in the CRM. The speaker discusses why HubSpot Payments is valuable, including allowing companies to sell online today without leaving HubSpot, get paid faster by eliminating back-and-forth processes, and leverage the full HubSpot platform. Criteria for whether a company is a good fit for HubSpot Payments and pricing details are also covered, followed by a demo walkthrough.

1. Transform B2B Buying with HubSpot
Payments
How to Begin Using, and Implementing HubSpot
Payments for Your Business

2. Meet Your Speaker
Emilio Garcia
Managing Partner,
Boundify

3. Agenda
Why HubSpot Payments?
Demo Walkthrough
Payments and Your Company
Q&A
05 MIN
05 MIN
05 MIN
Closing

4. Why HubSpot
Payments?

5. QUOTING
CONTRACTS
BILLING
PAYMENTS
FRONT OFFICE
BACK OFFICE
TOUCHLESS
Today…
The typical B2B buying
process is clunky,
disjointed, and broken.
Businesses have to cobble
together multiple tools that
span both the front and
back office to offer digital
payments - and these
disparate tools may not
even connect to their CRM.

6. The result:
A frightening
but familiar
tech stack

7. Your company have
two common ways to sell
Through a Sales Rep Online

8. FRONT OFFICE BACK OFFICE
Quoting Contracts Billing Payments
Buying through a sales rep looks something like this
P.S. This process is called “Quote to Cash”

9. Buying online (in B2B) looks like this

10. To match the way buyers want to
purchase, sellers need...
A unified view of all of their
customer data and
interactions
CRM
A payments capability that enables
delightful purchasing experiences
across all channels
Commerce

11. Commerce
CRM
Today, CRMs exist
independently of commerce.
Commerce
In the future (now for HubSpot), CRMs
will contain commerce.
CRM
Today Tomorrow

12. Introducing
HubSpot Payments,
built natively within
your CRM.
HubSpot Payments allows you to
confidently and seamlessly
collect payments in less time, with fewer
tools, from directly inside your CRM.
Available on US Starter+ Plans

13. Payment Links Recurring Payments
Native Quotes &
Payment Integration
HubSpot Payments includes…
All built on top of the HubSpot CRM and HubSpot Framework

14. Progress to date
Touchless Selling
● Payment links, checkout experience
improvements
● Default Payments CMS module, embed code
1
Rep-assisted Selling
● Payments on quotes for easy checkout
● Customized Quote Templates powered by
HubSpot CMS
● Quote APIs
2
Commerce Objects
● Associations, automation and reporting
● Subscriptions Object
● Payments Object
3
Payments Fundamentals
● Recurring payments, accounting integrations
● Merchant experience (payouts, refunds,
exports, notifications, onboarding)
● Buyer experience (checkout page, receipts,
discounts)
4

15. What’s around the corner in 2022?
Commerce Objects in the
HubSpot Framework
● Payment, Invoice, and Subscription
objects
● Workflows, custom reporting, APIs, UI
consistency
Subscription Management
● Amendments (upgrades, downgrades)
● Payment schedules, milestone-based
payments, proration
+ A LOT more!

16. Payments
and You

17. Why is this valuable to you?
1
SELL ONLINE
TODAY
Start collecting payments
without ever leaving
HubSpot
No code needed
2
GET PAID
FASTER
Eliminate the back and
forths of Q2C and paper
checks by moving everything
online and in one place
3
HUBSPOT
PLATFORM
Payments leverage all the
powers of the HubSpot
Framework

18. Is my Company the Right Fit for HubSpot Payments?
Criteria Description
Company Size <50 employees, though can work with any size
Industries B2B companies primarily
Geography US-based (currently, with plans to expand globally next year)
Potential Technology
Stack
Quoting: PandaDoc, Xero
Contract: Docusign, PandaDoc, Microsoft Office
Payment: Stripe, PayPal, Quickbooks, Wire transfers
Billing: Stripe, Bill.com, Xero, Chargebee, Quickbooks
Current HubSpot Products Any Starter, Professional or Enterprise Hub
Additional criteria ● Sells digital goods (services, software, content, etc.)
● Sell recurring subscriptions and/or memberships
● Don’t require tax collection (for now)
● Don’t need their commerce solution to support discount codes (for now)
● Are not a non-profit (for now)

19. Pricing and Packaging:
HubSpot Payments is currently available to any US-based customers who have a Starter,
Professional, or Enterprise version of any HubSpot product. There are no monthly fees,
minimums, or commitments.
HubSpot QuickBook
s
Stripe PayPal Square Shopify
CC 2.9%
flat
2.9-3.4%
+25¢
2.9%+30¢
(+1% int’l)
2.9%
+49¢
2.9%
+30¢
2.4-2.9%
ACH .5%
$10 max
1%
$10 max
.8%
$5 max
Variable 1%
$1 min
N/A

20. It’s demo
time!

21. Enroll and
try it out!
Fill out the short underwriting
application to get started

23. Thanks for your
time today!
You’ll be receiving resources in a follow
up email
Feedback? More questions?
Reach me at:
linkedin.com/in/egarciavaz/