Mollie HubSpot Integration: A Step-by-Step Process

Mollie HubSpot Integration

This Step by Step guide is inteded for Mollie customers who want to leverage the HubSpot Automation tools.

The guide assumes that a complete setup is realized via mollie.wiljekoffie.dev integration.

1. Click on Workflows
2. Click on Create workflow
3. Click on From scratch
4. Click on Deal-based…
5. Click on Next
6. Click on Set up triggers
7. Click on When an event occurs…
We want the workflow to be triggered when a deal reaches the stage Closed Won.
8. Click on Property value changed
9. Click on Enter value
10. Select a deal stage as enrollment trigger
11. Click on Save

12. Click on Add new action
13. Click on Mollie
14. Click on Generate payment link
15. Click on Amount
The amount can be any Number property present of the deal. You can also choose to create your own number property or make use of Data ops actions in the workflow to format a number.
16. Select a number property to be used as deal amount
17. Select a currency
By default, the deal currency will be used when generating payment link
18. Click on Save
When this action runs, it will generate a payment link to the deal.

Since the Mollie Generate Payment Link Action has an output, this can be leveraged in other workflow actions. The output is: payment_link

19. Next we will copy the output of the action into a property
20. Click on CRM -> Copy property value
21. Look for the payment_link output of the Generate payment link action
22. Select a Deal property where you want the value to be copied.
This can be a new deal property which the user creates
23. Click on Save

Note: This action send a marketing email, which means the user must be a marketing contact!.

24. Click on Add new action
25. Click on Communications -> Send email
26. Click on Create new email
27. Choose an email name
28. Choose a from name
29. Click on Choose an address
30. Select from address
31. Select subscription type
Since this is a marketing email, an email subscription is required.
32. Select subject line
33. Fill the email body
34. Click on Personalize
35. Look for Deal type tokens
36. Search for Mollie Payment Link property (the property you copied the action to)
37. Click on Choose a footer
38. Click on Save email
39. Click on Save
40. Click on Review
41. Click on Review and publish
42. Click on Turn on