1.Looks up deal and billing profile
Integrate HubSpot and CRM tools to find the deal by ID and retrieve linked billing profile references for qualification.
Create subscription and update billing profile from deal
Automatically monitor deal stage changes in HubSpot and retrieve linked billing profile records across HubSpot and Stripe. Create and update subscriptions when plan pricing is found, customers are ensured, and billing profile fields are written back, so you can scale recurring revenue and billing accuracy without manual billing updates.
How this automation provisions paid subscriptions automatically
When deal-stage approvals stall, subscription setup gets delayed and billing metadata stays incomplete. This automation looks up billing profiles, finds plan pricing, provisions Stripe subscriptions, formats subscription fields, and updates HubSpot billing profile recordsβso billing and sales ops align faster.
HubSpotor swap with your favorite app
2.Looks up plan pricing
Integrate Zapier Tables and data lookup tools to find the plan row by plan key and return price identifiers.
Zapier Tablesor swap with your favorite app
3.Creates Stripe customer and subscription
Integrate Stripe and payment tools to find or create a customer and create a subscription with metadata for billing.
Stripeor swap with your favorite app
4.Formats subscription period and status
Integrate Formatter by Zapier and date formatting tools to format period end and map subscription status labels.
Formatter by Zapieror swap with your favorite app
5.Updates billing profile custom object
Integrate HubSpot and CRM data tools to update billing profile fields with subscription, customer, price, and status data.
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Protect recurring revenue with automated payment tracking, renewal alerts, and billing updates
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