Setting up ClearSync in HubSpot

ClearSync’s App Objects in HubSpot

When you install ClearSync, two App Objects are created in HubSpot.
  • Although they aren’t in the Navigation, you can find them in the Object dropdown (it might take a few minutes for them to show up after installing):
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HubSpot App Object
Purpose
Primary Use Cases
ClearSync Stripe Subscriptions
Tells us the Current MRR & Products for a given subscriber as of the moment you’re looking at a record or running a report.
As of now reporting and customer insights (e.g. Current MRR, Quantity, Products)
ClearSync Stripe Events
Represents a record of every change to a Subscription’s MRR, giving us insight into how MRR changes over time.
Subscription revenue events for MRR reporting over time and to trigger HubSpot Workflows

Recommended HubSpot Configuration:

πŸ“–Configure HubSpot Page LayoutsπŸ“–Create MRR & ARR Company Rollup FieldsπŸ“–Example Stripe MRR Dashboard in HubSpotπŸ“–Create Historical Stripe MRR Reporting in HubSpotπŸ“–Create Current MRR/ARR Report in HubSpot

Optional HubSpot Configuration

πŸ“–Stripe Failed Payment Workflow in HubSpotπŸ“–HubSpot Deal Creation via Stripe