HubSpot Deal Record Sync is a Revenue Conduit feature that's available to our higher volume subscribers on the Growth package or above.
If you need to upgrade your plan Growth or higher to enable this feature, please contact firstname.lastname@example.org with your upgrade request and we will be happy to implement this for you.
Before enabling or testing Revenue Conduit's automatic Deals creation in HubSpot, we recommend getting familiar with HubSpot's manual deals creation process. To get an overview of manually created Deal records and understand how HubSpot Deals work, see the article below in order to create an manage Deals in HubSpot:
By default, HubSpot includes eight Deals stages with a single default Deal Pipeline:
We recommend creating a custom Deals Pipeline that's specific to your Shopping Cart.
We have an example of a custom pipeline below, for WooCommerce. You can create a Deals Pipeline with only 1 Deal Stage and map all of the orders Revenue Conduit syncs to that single deal stage, or you could create 2-3 custom stages in your custom Deals Pipeline, or you can create a Deals Pipeline with a Deal Stage for each of your order statuses, as demonstrated, below.
Here's HubSpot's Knowledge Base article on adding another Deal Pipeline: https://knowledge.hubspot.com/getting-started-with-the-crm-and-sales/how-to-set-up-your-deal-pipelines
Every E-commerce Platform has varying Order Status Types; Below is an example order status list for all Woocommerce subscribers (this may vary slightly from cart to cart but essentially will be about the same for everyone) along with the recommended probability percentage for each status type.
Below is an example Deal Record Stage in Revenue Conduit under the Order Status Setting section: for this example we are using the same Woocommerce subscriber as previously mentioned.
***Please note that this feature is available only on the Growth package or above. If you would like to have the feature enabled, please send a support request to email@example.com and we will be happy to implement this for you
If you would like to include these Order Status's as part of the Deals in HubSpot you would need to complete the following tasks.
1). Once we have confirmed that we have enabled Deals for you, please Login to the Revenue Conduit admin portal and select HubSpot.
2). Select Order Status Settings
3). For each Order Status Type, you will need to map the appropriate HubSpot deal that you would like synced. For ex: Cancelled you would most likely want to map as a 'Closed Lost" whereas, Completed, would get mapped as a "Closed Won".
4). If you do not see the field that you would like Revenue Conduit to map in the available dropdown, then you can add the Deal Stage to HubSpot directly and then re-log into Revenue Conduit admin portal to map the field afterwards.
5). After you have mapped all your fields, select the Deals Integration tab
6). Check the Box to Enable HubSpot Deal Sync
7). After you have mapped all your fields, select the Deals Integration tab (as shown below)
8). Check the Box to Enable HubSpot Deal Sync