Spiffy’s powerful integration with HubSpot provides the ability for Spiffy to create a Deal in HubSpot for every order placed on Spiffy Checkouts! This is an account level setting that will let you pick a Pipeline / Stage for all deals to start in.
When an order in Spiffy is placed on a checkout, a Deal in HubSpot is created and includes a number of properties associated with the deal. These Deal Properties add value to the information that is available at a glance, from within the Deal record. These Deal Properties also open up a number of abilities to set up Deal Based Workflow automation in HubSpot!
In this quick article, we will show you some tips on how to get started with setting up a Deal-Based Workflow in HubSpot. Make sure that Enable Order Deals for HubSpot is turned on in your Integration Settings, and add Spiffy Deal Properties in HubSpot, before continuing with the steps below.
Create Deal-Based Workflows
Under the Automations tab in HubSpot, select Workflows:
Click Create Workflow, and then select Deal Based and click ‘Next‘.
Click Set Up Triggers
Select ‘When an event occurs‘
In the Criteria selection, choose ‘Object created‘ under CRM and click ‘Save‘. This trigger will automatically enroll any Deal created in HubSpot in this Workflow.
From here, you can start creating actions that will automatically run when the Deal is enrolled in the Workflow. (See below)
Branch Workflows
You can also set up a ‘Branch’ using specific ‘Properties’ as logic to direct the deal in the Workflow to a specific path, based on your logic configuration.
In this example, we used ‘Internal Name’. This property will contain the name of the Spiffy Checkout that a purchase was made on, when the Deal is synced in HubSpot.
All available properties can be found under ‘Text Properties’. Some properties may not be relevant when setting up a Workflow like this, so be sure to use discretion!
In the example below, again we selected ‘Internal Name’ from the Deal ‘Text Properties’. This property will match the name of your Checkout in Spiffy. (Note: If you change the name of the checkout in Spiffy, you would need to modify your Workflow logic to match any changes.)
Configure the branch logic. From here, you can create additional branches as needed, repeating the previous step. Once configured, be sure to click the ‘Save‘ button.
Create Deal Action Sets
To make automated changes to the Deal in your Workflow, you can set up ‘Deal action sets’. These action sets will allow automation to change virtually any aspect of the Deal ranging from Deal Name, Starting Pipeline/Stage, as well as property values for the deal.
Clicking ‘Create action set‘ will redirect you to the Action Set editor where you will first give your action set a name and description. This helps identify your action set, as well as saves it to your account so that it can quickly be used in future Workflow configuration.
Select CRM > Set Property Value
The ‘Target Object‘ would be set as Deal (Current object). Using the ‘Property to set‘ select the Deal Property from the list that you would like this ‘Action Set’ to change, when this automation is ran in your Workflow. (Eg. Deal Name, Deal Pipeline / Stage, Deal Description etc..)
Once configured, click Save and Exit to be returned to your main Deal Workflow editor. Repeat these steps to create any additional ‘Deal Action Sets’ for any additional branches.
Again, these action sets give you the ability to make a number of automated changes. For example, if you needed a certain checkout to set Deals to a specific stage, you could use the ‘Deal pipeline and stage’ property to set the deal to any Pipeline or Stage you have configured in HubSpot!
Be sure to click ‘Review and Publish‘ to enable your Workflow, when configuration is complete.
For more information on HubSpot Workflows, head over to the HubSpot Knowledge Base!