topic Re: Tracking Returns Without Custom Deal Stages in APIs & Integrations

Tracking Returns Without Custom Deal Stages

eibach-cv — Wed, 29 Jun 2022 16:54:07 GMT

I'm looking for a way to track returns in Hubspot.

Initially I created a custom deal stage called "Returns", but then found that I cannot use custom deal stages with the eCommerce Bridge API as it does not recognize them as being a valid stage for the eCommerce Pipeline.

Is there another route I should go to track reutrns?

Re: Tracking Returns Without Custom Deal Stages

Jaycee_Lewis — Wed, 29 Jun 2022 22:26:02 GMT

Hey, @eibach-cv 👋 Thanks for reaching out. @himanshurauthan do you have any thoughts here? Outside using a custom property or a group of custom properties, I am not seeing a workaround.

Best,

Jaycee

Re: Tracking Returns Without Custom Deal Stages

himanshurauthan — Thu, 30 Jun 2022 07:26:58 GMT

Hello, @Jaycee_Lewis thank you for tagging me in. 🙂

So @eibach-cv, this can be done with the help of workflows. What you need to do is sync the internal_name of “Returns” in a custom property and after that, you need to create a workflow that triggers whenever a custom property has the value == “Internal name of Return” deal status.

Using workflow you can change the deal status to Returns and clear the custom property value.

Regards,

Re: Tracking Returns Without Custom Deal Stages

eibach-cv — Thu, 30 Jun 2022 17:58:42 GMT

@himanshurauthan should I create the "Returned" deal status in the Ecommerce Pipeline or use a different pipeline?

I think I've read somewhere the Ecommerce Pipeline shouldn't be altered, but would prefer to keep it there.

Re: Tracking Returns Without Custom Deal Stages

himanshurauthan — Fri, 01 Jul 2022 16:35:07 GMT

You can create a “Returned” deal stage in Ecommerce Pipeline, or in any other pipeline, it’s totally up to you.