Thanks for tagging me @kvlschaefer!
@eduardogn13 sadly I know too little about either of the two tools not subscription management to give a coherent answer. Having said that, from my time at HubSpot I’ve seen the following things which made sense:
- depending on the complexity and variables of your subscription, this should probably be managed outside HubSpot
- Any change = a new deal (upsell pipeline or additional services pipeline) which adds onto the main subscription (which is managed outside HubSpot)
- Renewals are new deals in a new pipeline, which are based off original + all changes, i.e. I start with Marketing Hub Pro, add Sales Hub Pro, then add 5 more seats, my renewal is Marketing Hub Pro, Sales Hub Pro with 10 seats.
- Either you write/update key subscription information into a custom object or you pull it into the CRM (a custom card ?) from you subscription tool
Hope that’s somewhat useful.
Frank