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.


There are two methods to using custom deal stages in Hubspot with Unific. Each requires the ability to create deal workflows within Hubspot. (Please read through each method before taking action on either)


Method 1:
Step 1: Add your custom deal stages to the Ecommerce Pipeline

Step 2: Create a deal based workflow with the 'Enrollment Trigger' based on the property that you are using to define the custom deal stage (Ex: 'Status')

Step 3: Once a deal is entered into the workflow and satisfied whichever conditions you set set an action to change the property 'Stage' to your new custom stage within the Ecommerce pipeline.

Step 4: Publish workflow and allow deals to reenroll in this workflow automatically.
 
Step 5: One of the caveats to this method is that you will need to add a delay to other deal based workflows so that this workflow can set the stage before it takes any action.

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.



Method 2:
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 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 reenroll 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.