Step 1: Edit ClearSync Cards on HubSpot Company Layout(s):
- The ClearSync Stripe Subscriptions card is automatically added to your HubSpot Company Layouts. From a Company Record, we recommend clicking the gear icon in the top-right of the App Card and:
- (1) Adding the fields Product Name and Quantity to the Card
- (2) Sorting the card by Current MRR, Descending
- The ClearSync Stripe Events card is also automatically added to your HubSpot Company Layout. From a Company Record, we recommend clicking the gear icon in the top-right of the App Card and:
- (1) Adding Event Date
- (2) Sorting the card by Event Date, Descending
Step 2: Add ClearSync Cards to Contact Layout(s)
- This is especially helpful for B2C models that don’t use the Company object, or for showing the associated Stripe data for a HubSpot Contact that matches the Stripe Customer’s Email (typically the billing email).
If you’d like to see ClearSync Subscriptions and/or MRR Events related to the Contact representing the Stripe Customer Email:
- (1) Go to any Contact record, click Customize in the top-right, and edit your Layout(s).
- (2) Then click Add card in the right-column (see screenshot above), click Card library, and then add ClearSync Stripe Subscriptions & ClearSync Stripe Events.
- (3) For the ClearSync Stripe Subscription card:
- Add the fields: Current MRR, Subscription Status, Product Name, & Quantity
- Sort by: Current MRR, Descending
- (4) For the ClearSync Stripe Event card:
- Add the fields: Event Date, MRR Change, Event MRR Type
- Sort by: Event Date, Descending
Step 3: Configure ClearSync Stripe Subscription Layout
- Go to CRM > Companies, then click into the object selector in the top-left that says “Companies” and navigate to ClearSync Stripe Subscriptions.
- Then click into any record and click “Customize”
- Remove the Data highlights, Contacts, Companies, and ClearSync Stripe Events cards:
Step 4: Configure the ClearSync Stripe Event Layout:
- Go to CRM > Companies, then click into the object selector in the top-left that says “Companies” and navigate to ClearSync Stripe Events.
- Then click into any record and click “Customize”:
- Remove the Data Highlights, Contacts, Companies, and ClearSync Stripe Subscriptions cards:
🏁 ClearSync data is now visible on your Company, Contact, Subscription, & Event records!