APIs & Integrations

eibach-cv
Participant

Tracking Returns Without Custom Deal Stages

SOLVE

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?

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1 Accepted solution
himanshurauthan
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Tracking Returns Without Custom Deal Stages

SOLVE

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,

Digital Marketing & Inbound Expert In Growth Hacking Technology

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4 Replies 4
Jaycee_Lewis
Community Manager
Community Manager

Tracking Returns Without Custom Deal Stages

SOLVE

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

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Jaycee Lewis

Developer Community Manager

Community | HubSpot

0 Upvotes
himanshurauthan
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Tracking Returns Without Custom Deal Stages

SOLVE

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,

Digital Marketing & Inbound Expert In Growth Hacking Technology
0 Upvotes
eibach-cv
Participant

Tracking Returns Without Custom Deal Stages

SOLVE

@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.

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himanshurauthan
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Tracking Returns Without Custom Deal Stages

SOLVE

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

Digital Marketing & Inbound Expert In Growth Hacking Technology
0 Upvotes