How To Create A Stripe Transaction

saas·hapily allows you to create Stripe Transactions directly within a Contacts Profile in HubSpot.

The Stripe Transaction action allows you to immediately create a subscription/transaction using a Customers Saved Card information or by taking the Card information over the phone.

How to create a Stripe Transaction:

  1. Navigate to the HubSpot contact you are to creating a transaction for
  2. In the saas·hapily Subscription card on the right side, click Actions on the top card then Create Stripe Transaction
     How to create a Stripe transaction in HubSpot
  3. This will open up a window that allows you to choose the products, add coupon/discount, and select a payment method.
  4. After you have verified all the information is correct, click Create and this will create the transaction within Stripe.
  5. Once the transaction has been processed you will see a message either confirming the transaction was successful or if there is an error. 

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