Stax Bill allows you to customize the HubSpot deal stage to activate the customer. Typically, the Closed Won (closedwon) stage in HubSpot can activate the customer in Stax Bill.
However, you can create or edit HubSpot deal stages in Settings > Deals> Pipelines. On the Pipelines tab, you can add or modify the existing stages. If you wish to use a different or new stage in the activation process, click the </> icon to copy the stage's internal ID.
- In Stax Bill, navigate to Settings > Integrations > HubSpot, then click the Deals tab.
- On the Configure tab, you can enter the internal ID from HubSpot for the Deal Stages allowed for Activation. Do not include any extra characters or spaces when entering values.
- Decide whether you want to allow deals with a company or a contact already linked.
- Select what to update when adding subscriptions or purchases:
- Amount Only
- Amount and Line Items
- Do Not Update Deal
- Click Save.
In addition, by setting the Block HubSpot users from activating section to No, all deal states in HubSpot will allow customers and subscriptions to be activated in Stax Bill.