<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=920006783769328&amp;ev=PageView&amp;noscript=1">

How Healthcare Businesses Automate Payments with HubSpot and Shopify

featureimage
written by: Renuka M
, , , , , ,

 

Introduction

 

Healthcare businesses often face challenges in managing payments efficiently while maintaining a seamless customer experience. Manual processes like creating orders, sending payment links, and tracking payments can lead to errors, delays, and poor visibility into customer behavior. Streamlining these workflows is essential to improving operational efficiency, enhancing tracking, and delivering better service to patients and clients.

 

Problem Statement

 

Traditional healthcare sales processes involve multiple disconnected steps:
  • Sales representatives manually log in to multiple systems to create orders.
  • Payment links are generated and emailed manually.
  • Customer payment status is not tracked in real time.
  • Follow-ups are inconsistent due to a lack of centralized data.

These inefficiencies can result in lost time, errors, and decreased customer satisfaction. Healthcare businesses require a unified system to automate payment workflows and track transactions seamlessly.

 

Challenges

 

Key challenges faced by healthcare businesses include:

  • Manual creation and management of payment links.
  • Heavy reliance on sales staff for order processing and communication.
  • Absence of centralized reporting and visibility on payments.
  • Need for a scalable solution that works within existing tools.

How the Automation Works

 

A solution can be implemented using a HubSpot UI Extension integrated with Shopify APIs to automate the payment process:

  • Shopify Product Sync: All Shopify products are displayed directly in HubSpot via the custom UI extension.
  • Product Selection in HubSpot: Sales teams select products and quantities directly in the CRM, eliminating the need to switch systems.
  • Automatic Payment Link Generation: Shopify automatically creates payment links based on the selected products.
  • HubSpot Custom Object Creation: Each order and payment link info is stored in HubSpot as a custom object record, tracking:
    • Product details
    • Payment link
    • Payment status (Open / Completed)
    • Order creation date and creator 

  • Payment Status Sync: Payment completion updates automatically in HubSpot, ensuring real-time visibility.
  • Automated Email Delivery: Payment links are sent to customers automatically from HubSpot, reducing manual email tasks. 

This workflow ensures that the entire sales and payment process runs efficiently within HubSpot, reducing human errors and delays.

 

Benefits & Results

 

Implementing an automated payment workflow offers multiple benefits for healthcare businesses:

 

Operational Efficiency

  • Faster order creation and payment processing
  • Reduced manual effort for sales teams
  • Centralized management of all payment data

Visibility & Tracking

  • Real-time tracking of payment status in HubSpot
  • Full visibility into product sales and order history
  • Enhanced reporting and analytics capabilities

Customer Experience

  • Automated, timely payment communications
  • Smoother, more professional transaction experience
  • Fewer errors and delays in order fulfillment
Overall, healthcare businesses can scale their sales processes efficiently, maintain better control over payments, and improve client satisfaction.

 

Conclusion

 

Automating payment workflows by integrating HubSpot and Shopify allows healthcare businesses to save time, reduce errors, and improve customer interactions. By leveraging these tools, businesses gain operational efficiency, real-time visibility, and a scalable solution that supports growth and a seamless payment experience.