Hello!
I’m trying to create a set of company properties that automatically update based on when someone purchases a subscription from us. This is information that syncs from WooCommerce and shows up in our Hubspot deals as a line item (i.e. Subscription Tier 1, Subscription Tier 2, etc). We have the enterprise plan.
These properties would include:
1. Whether they currently have a subscription (i.e. if they’ve bought a specific line item in the past year)
2. The renewal tier of that subscription (part of the line item description)
3. The renewal price of that line item
Any help would be appreciated- thanks!
Yes, you can absolutely create company properties that update based on line items in deals like subscription tiers coming from WooCommerce but there are a few things to keep in mind since line items are nested under deals, and not directly accessible at the company level without a workaround.
Here’s how I’d approach it:
1: Create the company properties: First, you’ll want to create the properties on the company record that you plan to update things like:
Has Active Subscription (checkbox or dropdown)
Subscription Tier
Renewal Price
You can do this under Settings> Properties>Company properties.
2: Build workflows to update those properties: Since line items are deal-level data, the best way to update company fields is using deal-based workflows. You can set up something like:
Trigger: When a deal is created or moved to Closed Won
Filter: If the deal has a specific line item (like Subscription Tier 1, Tier 2, etc.)
Action: Update the associated company property (like set Has Active Subscription to Yes)
One catch: HubSpot workflows can’t directly access line item fields. So you may need to first copy the relevant line item info (like price or tier) into a custom deal property, and then pass that to the company via workflow.
A few tips:
1. If customers can have multiple subscriptions over time, just be cautious about overwriting data.
2. If you are looking to make it smarter (like detecting the most recent subscription), that may require a custom code action or using Ops Hub to run logic via API.
3. Also, double-check your WooCommerce-HubSpot integration to make sure the subscription data is syncing cleanly into deals and line items.
Helpful resources:
Thank you so much for your quick and helpful response!
We are looking to automate the whole process, so we would want to
avoid having to manually copy line item information into deal properties.
So if I understand you right, the next step would be creating custom code
actions or an API?