Configuring the Deal Stages for Activating a Customer

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 the HubSpot deal stages in Settings >Deals and select Pipelines. On the Pipelines tab, you can add or modify the existing stages. If you wish to use a different or new stage to be used in the activation process, copy the internal ID of the stage by clicking the </> icon and copy the ID.

1. In Stax Bill, navigate to Setting >Integrations >HubSpot and click the Deals tab.
2. On the Configure tab, you can enter the internal ID from HubSpot to the Deal Stages allowed for Activation. Do not include any extra characters or spaces when entering values.
3. Select what to update when adding subscriptions or purchases:
   • Amount Only
   • Amount and Line Items
4. Click Save.

In addition, by setting the Block HubSpot users from activating section to No, all deal states in HubSpot will be allowed to activate customers and subscriptions in Stax Bill.