Create a Deal in HubSpot when a New Sale Happens in Stripe:
Adding Deal Creation Support for Upgrades, Downgrades, & Reactivations via Stripe
To set up HubSpot Workflows based on multiple types of ClearSync Stripe Events:
- Go to Workflows > Create Workflow > From Scratch
- Trigger the Workflow based on Data Values > Record Created > CLS Stripe Event
- We recommend setting Re-enrollment to “Off” since CLS Stripe Events aren’t updated
- Create a Branch at the top of the Workflow based on the field Event MRR Status, which lets us take separate Workflow Actions for Stripe events with statuses like:
- New, Upgrade, Downgrade, Reactivation, Churn, Planned Cancellation
In this example workflow, we introduced a second Branch under the first to check whether there is already a Deal open at the HubSpot Company related to the Stripe Event:
- If there is already a Deal open, we create a Task to review it and trigger internal Email and Slack notifications
- If there is no existing deal, we create a new Deal. Within that Deal Creation action, we can inherit the record associations from the CLS Stripe Event, so that our newly created Deal is associated with a Company, Contact, CLS Subscription, and CLS Event for auditability by enabling these settings:
