Hubspot Deals Integration – DepositFix | Billing Solution for growing coaching companies

In HubSpot, a deal represents an ongoing transaction that a sales team is pursuing with a contact or company. DepositFix lets you create deals automatically with every transaction.

This integration with deals also allows you to run HubSpot attribution reports automatically.

On DepositFix

To enable deals creation, click on Settings > HubSpot Settings on your DepositFix dashboard.

And then enable "Create a deal after each payment" on the HubSpot tab.

After that, select the pipeline and deal stage you'd like the deal to fall into (if you're looking to use different pipelines and stages for different forms, you can use our custom deal properties)

On Hubspot

Once you've enabled deals creation, a deal will be created in HubSpot automatically every time the form is submitted and a successful transaction is made; the deal will be associated with HubSpot Contact specified on the submitted form (using the email field).

You can also view all the created Deals by clicking on "Sales" and then "Deals".

DepositFix creates line items inside the deals for each product, discounts,s and tax amounts. This is especially helpful when there are multiple products in order.

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If you don't see line items in your deals, please re-connect your HubSpot to DepositFix, from DepositFix Settings.

The created deal will have the following main properties:

Deal name This is the product name; if the form has multiple products or add-ons, then the name will be a comma-separated name of multiple products.

Amount This is the amount of the transaction.

Close Date This is the date the form was submitted.

Stage This should always be "Closed won."

Associated Contact This is the contact who submitted the form.

It will also have the following payment deal properties:

Billing contact Contains the main contact when using multiple contacts in your form.

Currency The currency the payment was paid in.

Discount code The discount code used on the form, if any.

Mode whether your form is connected to Live or Test payment mode.

Order ID The ID of the order is made for easier order tracking.

Payment Method Credit card, Stripe, Google Pay, etc.

Payment processor Stripe, PayPal, or offline

Payment Type Single payment or subscription

Product Name The product name on your DepositFix form

Quantity of the purchased product.

Source DepositFix payment

Subscription Frequency Weekly, monthly, annual, etc.

Tax amount Any additional tax amount applied to the total amount.

Tax rate What is the tax rate (%) applied to the product (if any)

Custom Deal Properties

You can use DepositFix to create custom deal properties in HubSpot. This allows you to specify any custom property you want to set in a Deal when the Deal is created.

Prerequisites

Before being able to assign value to a property, the property must be created in HubSpot, in the Deal Properties section. Here's how you can manage properties in HubSpot.

The Deals integration must also be enabled in DepositFix's dashboard.

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When creating a new property, the field type should ideally be a single-line text or number type to avoid running into any problems when saving or sending information to HubSpot.

In your HubSpot dashboard, click on the Settings Icon

Click on Properties

Click on Create Property

Set the Object type to "Deals", and the Group to "Deal Information".

Once you have created the custom properties in HubSpot, you can now use them in your DepositFix form.

Static Deal Properties

You can use static deal properties when you want to a static property to your deal, meaning that the property's value will always stay the same for every form submission. For example, "Event Name".

When adding a static property, we need to hardcode the property's value. To do that, we need to add the following code to your DepositFix form embed code:

customDealProperties: {
    "property_name_1": "property 1 value",
    "property_name_2": "property 2 value",
     ...
}

Where property_name_1 is the name of the custom property in HubSpot, and property 1 value, is the value we want to assign to this property.

Here's what the sample full code would look like:

<script src="https://widgets-test.depositfix.com/v1/app.min.js"></script>
<script type='text/javascript' id='df-script'>
  DepositFixForm.init({
    formId: 'dffbc4d1-192b-4490-83c7-3f67365793dd',
    portalId: '4802805',
    customDealProperties: {
      "event_name": "May Fundraiser"
    }
  });
</script>

This code will add "May Fundraiser" to the Event Name property when the deal is created in HubSpot

Dynamic deal properties

Similar to any other form element, you can set the custom properties to have dynamic values based on form submission, meaning that the property value is taken from the actual form instead of being hardcoded. For example, "phone number".

When adding a dynamic property, we need to define which form field the value is taken from. To do that, we need to add the following code to your DepositFix form embed code:

callbacks: {
    onFormSubmit: function(data) {
        data.customDealProperties['<deal_property_name>'] = document.querySelector['<form_field_name>'].value;
     }
}

Where property_name is the name of the property in HubSpot, and form_field_name is the field we want to take the value from.

Here's what the sample full code would look like:

<script src="https://widgets-test.depositfix.com/v1/app.min.js"></script>
<script type='text/javascript' id='df-script'>
  DepositFixForm.init({
    formId: 'dffbc4d1-192b-4490-83c7-3f67365793dd',
    portalId: '4802805',
    callbacks: {
      onFormSubmit: function(data) {
        data.customDealProperties['additional_notes'] = document.querySelector('input[name="lastname"]').value;
      }
    }
  });
</script>

This code will add custom text to the additional notes property when the deal is created in HubSpot.

It is very important to have the Deal properties created in HubSpot first and then mapped with the correct property name in DepositFix's embed code; this is to ensure that the transaction does not fail, all information is saved on HubSpot, and a deal is created.

Setting Custom Pipeline and Stage

DepositFix uses the standard HubSpot values when creating Deals (pipeline and stage) by default. You can change these values and specify a custom pipeline and stage for your newly created Deals. To do that, we need to add the following lines to your DepositFix embed code:

customDealProperties: {
        "pipeline": "PIPELINE_ID",
        "dealstage": "STAGE_ID"
    }

Where PIPELINE_ID is the ID of your desired Pipeline (in HubSpot), and STAGE_ID is the ID of the stage you'd like to set.

The full sample code should look like the following:

<script src="https://widgets.depositfix.com/v1/app.min.js"></script>
<script type='text/javascript' id='df-script'>
  DepositFixForm.init({
    formId: 'dffbc4d1-192b-4490-83c7-3f67365793dd',
    portalId: '4802805',
    customDealProperties: {
      "pipeline": "2020531",
      "dealstage": "2020761"
    }
  });
</script>

To get the Pipeline ID from HubSpot:

From your HubSpot dashboard, go to Settings >> Sales >> Deals

Select the pipeline you'd like to use, and click on the </> icon, and you'll be able to see the Pipeline ID (note: the ID for custom pipelines is a number ID).

To get the Stage ID from HubSpot

From the same page, scroll down to find the stage you'd like to use, and click on the </> icon. and you'll see the stage ID.

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If you need any further help with setting up custom deal properties, please contact us at [email protected]