🔗 HubSpot KB Bridge: How payment links create and associate deals
💡 Core Capability
Learn how payment links create and associate new deals, and in which situations these associations happen automatically. Understand the rules and settings that affect deal creation when a buyer completes payment through a payment link.
🛠️ Key Operations & Headings Outline
- How payments are associated with deals and other records
- How the create new deals setting works
- Create new deals setting turned off
- Create new deals setting turned on
- When a payment link is created from a record
- Recurring subscription payments
- Example deal creation scenarios
- Related content
📋 Subscription Availability
- All products and plans
🔗 WayCup Operations & Workspace Context
- Active Projects & Client Notes:
- WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.
TIP
Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot