Recommended: Add ClearSync Cards to Company Layout(s):
- (1) Adding the ClearSync Stripe Subscriptions card to your HubSpot Company Layout: shows associated Stripe Subscriptions and their current MRR, products, quantity and more.
- Go to CRM > Companies, and click into any Company. Click “Customize” on the page layout and then add a card to the right sidebar of your layout:
- Select “Card Library” and search for “ClearSync Stripe Subscriptions”
- Click the pencil icon next to the card you just added in the right sidebar:
- Add the fields “Product Name” and “Quantity”
- Change the “Sort By” field to be “Current MRR”, descending
- (2) Adding the ClearSync Stripe Events card to your HubSpot Company Layout: shows specific MRR change events (e.g. new sales, upgrades, downgrades, churns) that have happened within Subscriptions that are related to the Company.
- Go into your Company Page Layout as described in the previous section, click Add Card in the right sidebar.
- Select “Card Library” and search for “ClearSync Stripe Events”
- Click the pencil icon next to the card you just added in the right sidebar
- Add the field “Event Date” and sort by Event Date, Descending
Optional: Add ClearSync Cards to Contact Layout(s)
If you’d like to see ClearSync Subscriptions and/or MRR Events related the Contact representing the Stripe Customer Email, follow the same steps as the Company instructions above, but on your Contact layouts.
Recommended: 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”:
Recommendations Shown:
Recommended: 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”:
Recommendations Shown: