1.Gets deal details
Integrate HubSpot and CRM mapping tools to retrieve the triggered deal and map fields to billing variables to prepare billing inputs.
Create recurring ad spend subscription from signed deals
Automatically monitor deal property changes to catch deals marked signed across HubSpot and Stripe. Create and update when deals marked signed, signature date updates, or signed status togglesβso you can create subscriptions, generate setup invoices, and update payment flags without manual billing paperwork.
How this automation creates ad spend subscriptions
When signed deals sit without subscriptions, ad spend billing falls behind and revenue reporting becomes unreliable. This automation gets deal details, creates Stripe customer and pricing, and updates your HubSpot deal payment flagβso your team can bill weekly without chasing approvals.
HubSpotor swap with your favorite app
2.Finds or creates customer
Integrate Stripe and payment identity checks to search by mapped customer email and create a customer if none exists to link the billing customer.
Stripeor swap with your favorite app
3.Creates product and weekly price
Integrate Stripe and pricing tools to create a product and recurring weekly price from mapped amount and currency to publish ad spend pricing.
4.Creates subscription and invoice
Integrate Stripe and invoicing tools to create a subscription with weekly billing and a one time setup invoice to generate immediate charge documents.
5.Updates deal payment record
Integrate HubSpot and CRM updates to set the configured payment flag and add a payment note once subscription and invoice are successful to mark the deal paid.
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Protect recurring revenue with automated payment tracking, renewal alerts, and billing updates
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