Mollie HubSpot Integration: A Step-by-Step Process

George Mucalau

Created Jan 23, 2024

Mollie HubSpot Integration: A Step-by-Step Process

75
    m

Mollie HubSpot Integration

0 Steps

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.

    a

HubSpot

0 Steps

#

Create HubSpot workflow

11 Steps
1

Click on Workflows

Click on Workflows
2

Click on Create workflow

Click on Create workflow
3

Click on From scratch

Click on From scratch
4

Click on Deal-based…

Click on Deal-based…
5

Click on Next

Click on Next
6

Click on Set up triggers

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.

Click on When an event occurs…
8

Click on Property value changed

Click on Property value changed
9

Click on Enter value

Click on Enter value
10

Select a deal stage as enrollment trigger

Select a deal stage as enrollment trigger
11

Click on Save

Click on Save

#

Setting up Mollie Generate Payment Link Action

7 Steps
12

Click on Add new action

Click on Add new action
13

Click on Mollie

Click on Mollie
14

Click on Generate payment link

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.

Click on Amount
16

Select a number property to be used as deal amount

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

Select a currency
18

Click on Save

When this action runs, it will generate a payment link to the deal.

Click on Save

#

Copy output to deal property

5 Steps

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

Next we will copy the output of the action into a property
20

Click on CRM -> Copy property value

Click on CRM -> Copy property value
21

Look for the payment_link output of the Generate payment link action

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

Select a Deal property where you want the value to be copied.
23

Click on Save

Click on Save

#

Send email to associated Contacts

19 Steps

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

24

Click on Add new action

Click on Add new action
25

Click on Communications -> Send email

Click on Communications -> Send email
26

Click on Create new email

Click on Create new email
27

Choose an email name

Choose an email name
28

Choose a from name

Choose a from name
29

Click on Choose an address

Click on Choose an address
30

Select from address

Select from address
31

Select subscription type

Since this is a marketing email, an email subscription is required.

Select subscription type
32

Select subject line

Select subject line
33

Fill the email body

Fill the email body
34

Click on Personalize

Click on Personalize
35

Look for Deal type tokens

Look for Deal type tokens
36

Search for Mollie Payment Link property (the property you copied the action to)

Search for Mollie Payment Link property (the property you copied the action to)
37

Click on Choose a footer

Click on Choose a footer
38

Click on Save email

Click on Save email
39

Click on Save

Click on Save
40

Click on Review

Click on Review
41

Click on Review and publish

Click on Review and publish
42

Click on Turn on

Click on Turn on

#

Move the deal into Closed Won to test workflow

8 Steps
43

Click on Sales

Click on Sales
44

Click on Deals

Click on Deals
45

Click on View your Deals on board

Click on View your Deals on board
46

Drag highlighted link

Drag highlighted link
47

Click on Workflow automation test

Click on Workflow automation test
48

Click on Status: …

Click on Status: …
49

You can check the status in Workflow's enrollment history

50

Click on Enrollment history

Click on Enrollment history
Well done!
Create how-to guides like this in a snap. Get Tango now.