Collect card details from a HubSpot form!
When you connect your Pinch account with HubSpot and your accounting system collecting card details is simple, automated and safe.
Step 1 - HubSpot form
Collect any information with a standard form
You can use any HubSpot form to collect details. Embedding a HubSpot form onto your website means you are in control of how things look and your sales team can create forms in the system they know and love. Easy as!
Step 2 - Collect card data
Pinch takes care of this using a widget
After copying the embed code from Pinch (see below), your HubSpot form will show a credit card entry form just above the main submit button. When someone fills the form out and clicks the button, contact details go into HubSpot and card details come to Pinch!
Step 3 - Accounting sync
This is automated, and really cool
Your new customer details are in HubSpot, and you've captured their card details so you can invoice them later. If you think you have to do some duplicate entering into your accounting system you couldn't be more wrong. We'll create the customer details automatically into your accounting system if you use Xero, QuickBooks, Reckon One, Reckon Accounts Hosted or MYOB (AccountRight and Essentials).
Step 4 - Automate payments
Just raise an invoice and you'll get paid!
At this point, your customer is created in your accounting system and Pinch is storing card details. Now it's time to invoice your customer. This is really simple, just create an invoice in your accounting system and let Pinch automatically submit the payment to the bank on the due date of the invoice! Perfect for digital agencies, professional services, subscription services, ongoing accounting fees.... The list goes on, all without writing any code!
Give me the tech details!
Here's an example HubSpot form embedded in our website. Notice that we've added some fields from the HubSpot contact. It's really just a standard form with no bells and whistles. We've also added some styling to make things look a bit better to your customer. Also notice that Pinch have added the credit card form to capture details. This can be easily added to your website and you don't have to think about how you're going to store the card details safely.