Build a New Form
DepositFix uses your existing HubSpot forms to create payment forms. Your HubSpot forms remain unchanged - instead, we create a new, separate DepositFix form by combining the original HubSpot form with payment options.
You can learn more about how DepositFix integrates with HubSpot and where the payment information is stored in this video.
From your DepositFix dashboard, go to forms and Click on Create new Form.
This will open up your DepositFix form builder.
Name This is the name of the DepositFix form you will create. The form you create can be accessed through the DepositFix app by its saved name.
HubSpot Form This will list all the available forms on your HubSpot portal. Choose the one that you are converting and adding the payment fields to.
Currency This is where you set the currency of the form, select any currency from the dropdown list, and select different currencies for different forms.
Accept discount This checkbox will add the ability to accept coupons and discount codes to your form.
Select a product from the list of products you created.
Allow to change quantityAllows your customers to choose the quantity of the product they want to purchase
Optional productturns your product into an optional add-on product that your customers can buy along with another main product.
Add new productAllows you to add more products to your form; this is useful when you want to give customers a list of products to choose from.
Set a tax amount to be applied to your products.
Select one or more payment methods (i.e. Stripe, PayPal, or Card Connect)
Apply Original HubSpot form styles Maintains your original HubSpot form styles and matches DepositFix elements to the same style.
CSS Styles - Allows you to add custom CSS styles to your DepositFix form.
This is where you can preview your form, get your embed code, or get your direct form link.
Last updated on August 4, 2021