CRM Integration
Capchase Pay offers integrations with Salesforce and HubSpot which make the lives of sales teams much easier. With these integrations, users can easily qualify buyers, create payment links, and manage the flexible payment terms from within the CRM. Using Capchase Pay inside the CRM also allows for more automation and data synchronization between the two systems to avoid manual steps and data entry.
Capchase Pay in Salesforce
The Capchase Pay application is embedded in Salesforce's opportunity page. It can automatically pull in data from the account page to auto-populate the buyer qualification form.
Salesforce package installation
The Capchase team will provide you with a package installation link. Use the package link to quickly install the Capchase App. See the steps in the click-through below.
How to use it
Capchase Pay in HubSpot
The Capchase Pay application is embedded in HubSpot's company and deal pages for your sales team to seamlessly qualify buyers and create payment links for deals that you want to offer flexible payment terms to.
HubSpot package installation
The Capchase team will provide you with the package installation link and guide you through the quick process. Here are the quick steps to install the Capchase Pay app in HubSpot.