How to automatically create Subscription from Deal

[kyle5]

Hi folks, is it possible to automatically create a billing subscription from a deal (similar to how the “convert deal to subscription” feature works) when a deal is closed won using Workflows or some other feature?

[Berangere]

Hi @kyle5 and welcome, we are delighted to have you here!
Thanks for asking the Community!
First, I’d like to share these resources that might be of interest:
- Manage recurring billing and payments with subscriptions
- HubSpot’s payments and subscriptions properties
Also, I’d love to put you in touch with some of our Top Experts: Hi @RSchweighart, @Jnix284 and @asiaferguson do you have suggestions to help @kyle5, please?
Have a great day and thanks so much!
Best,
Bérangère

[RSchweighart]

Hi @kyle5, here’s a potential way to go about it:

1. Create a product(s) utilizing the billing frequency to mimic your subscription frequency.
2. Create a payment link and add the product(s) from your product library.
3. When a deal lands in closed won, send the payment link to the recipient in something such as an email.

If you have any more specifics what you want the process to look like from your team’s perspective and the client/customer’s perspective, let me/the community know.

The key piece would be to utilize the billing frequency in your product(s) in the product library. Then, you could use that product(s) in a payment link (as suggested), quote, or invoice.

All the best,

Ryan Schweighart

Whole Hart Impact, LLC

whimpact.co

I help businesses with HubSpot and Zapier.

[Buttonbrigade]

In HubSpot, creating a subscription from a deal automatically upon a “Closed Won” status isn’t natively supported through workflows alone. However, you can achieve this functionality with a combination of features and integrations. Here’s how:

Option 1: Using HubSpot Workflows + Custom Actions

1. Set Up a Workflow:

   • Go to Automation > Workflows and create a new deal-based workflow.
   • Set the enrollment trigger to “Deal stage is Closed Won.”

2. Use Custom Code Action (Requires Operations Hub Professional or Enterprise):

   • Add a “Custom Code” action to the workflow.
   • Use the HubSpot API to create a subscription based on the deal properties (e.g., product, billing cycle, start date).
   • HubSpot’s Subscriptions API allows you to create and manage subscriptions programmatically.

3. Set Up Subscription Properties:

   • Map relevant deal properties (like product name, price, and billing frequency) to the subscription fields.

Option 2: Third-Party Integration (No Coding Required)

1. Use a Tool Like Zapier or Make (formerly Integromat):

   • Set up a trigger for “Deal Closed Won” in HubSpot.
   • Add an action to create a subscription in your billing system (like Stripe or HubSpot Subscriptions).

2. Sync Relevant Fields:

   • Ensure deal properties like product name, price, and billing cycle are passed to the subscription system.

Option 3: Manual Conversion with Notification

1. Set Up a Workflow to Notify the Team:
   • Create a deal-based workflow to send an internal notification or task to the billing team whenever a deal is “Closed Won.”
   • Include all deal details needed to manually convert the deal into a subscription using the built-in “Convert deal to subscription” feature.

If you’re using a third-party billing system, ensure the integration supports automatic subscription creation. Let me know if you need help setting up the workflow or writing the custom API code!

[ChrisLukes]

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@Buttonbrigade wrote:

• HubSpot’s Subscriptions API allows you to create and manage subscriptions programmatically.

@Buttonbrigade Your original link appears to be broken, but current documentation indicates the Subscriptions API is read-only – as far as I can tell, this rules out both 1 and #2 among your suggested options (Zapier currently doesn’t have a built-in “Create Subscription” action for HubSpot, as it would similarly require a write-capable API endpoint), and perhaps any way of managing Subscription records programatically – at least currently.

Have you achieved some workaround I’m missing? One thought was whether the more general Objects API would support creating/editing Subscriptions (using 0-69 as the value for {objectTypeId} as indicated in the guide linked there), but this seems unlikely – I only see references to the “crm.objects.subscriptions.read” scope rather than […].read & […].write as for most objects.

[RSchweighart]

Hi @ChrisLukes, if you don’t mind me asking, how do you intend to deliver the ability for a client/customer to pay/sign up for the subscription? From my understanding, everything is driven at a line item level. So, you may have products that you want to convert to line items. In the setup of the line item, you’ll set up the recurring nature of the line item. This, in effect, is your subscription.

It may be worth exploring creating a line item and adding the billing frequency and other properties needed to create your line item (recurring payment/subscription): https://developers.hubspot.com/docs/reference/api/crm/objects/line-items#post-%2Fcrm%2Fv3%2Fobjects%2Fline_items

Or, you could use the create line item step in Zapier, if you use Zapier. I’m happy to dive into this more if you have questions.

I welcome other community member’s input if I misspoke in the first paragraph.

All the Best,

Ryan Schweighart