How to: Use Custom Hubspot Deal Stages with Unific

Custom deal stages are not technically supported by Unific due to Hubspot API constraints but it is possible for you to make a workaround within your portal using HubSpot's workflow feature.

Step 1: Create a new pipeline with all your desired deal stages.

Step 2: Create a deal based workflow that will pick up all deals that land in the Ecommerce Pipeline and based on the conditions you set route the deal into your desired custom deal stages.

Step 3: Unlike the previous method no delay will be needed to be added to your other deal based workflows. You will just need to specify your other deal workflows to ignore the Ecommerce pipeline.

Step 4: Publish workflow and allow deals to re-enroll in this workflow automatically.
 
Step 5: Be aware that all deals that Unific creates will initially land in the Ecommerce pipeline before your workflow picks them up and moves them to the separate pipeline at the desired stage.

Since this is not part of our product Unific will not be responsible for any issues caused by this workflow and you will need to refer to Hubspot support with any issues setting up workflows in your portal.