Quick tipGotchaRevenue Hub

When payment links create deals

Off by default.

Subscription
Check your subscription
Permissions
Payments access
Time
2 min · Intermediate
Last verified

Short answer

HubSpot's KB: Allow payment links to create new deals is off by default. Behavior depends on it and on whether the link was made from a record or the index page. Recurring payments create a subscription, not a deal each time.

1. In HubSpot

The relevant screen in my demo portal.

Payment Links list with Set up online payments link and Create a payment link button
Set up online payments (1) and Create a payment link (2).

2. Worth knowing

Decide before launch so deal reports aren't inflated.

3. Related

Payment link defaults.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

Book a call with Sam