Deals, Line-Items and Recurrent Products
Mar 24, 2020 5:32 AM
I'm a bit confused by the relationship between Deals, Products and Line-Items...
We have recurrent products which I need to incorporate in HubSpot as Deals.
What are the actual steps here? This is my naïve understanding:
- Create deal with deals API
- Create line-item with line item API
- Associate line item to deal with CRM associations API
Will a new line item need to be created with each recurring payment, or does this happen automatically?
What do I do when a deal ends (user cancels plan)? For the deal, I would add an end-date, indicating the deal is over. What about the line item? Does the deal's end date affect the associated line item?