Automation: Linking Existing Deals with Generic Payment Links (subcription)

[AntoineCoeurWay]

We are a SaaS company offering a 7-day free trial (with full features) and a freemium plan. When users register on our web app, we create a deal that starts in the "7-Day Free Trial" stage. If they don’t choose a plan after the trial, the deal moves to the "Freemium" stage.

We provide three generic payment links created with hubspot within the app that correspond to our plans. However, when users make a payment using these generic links, a new deal is created instead of linking the subcription/payment to the existing one. This manual linking process is not feasible.

We need to automatically associate the new subscription and payment with the initial deal to track the progression, close rated and other number from the 7-day free trial to freemium and then to a paid plan. Our entire plan structure is based on deal stages, and we use webhooks to manage application access in our database.

Some idea, I know that you can associate generic payment link to existing deal and it give you unique payment link URL. To resolve this, maybe we could use third-party automation tools to automaticly associate those three generic payment links to the first deal automatically, 3 unique link will be created and we could fetch them directly to our user session.

Any idea or solution?

This is what happen the Create a new deal for each payment switch OFF

[HubSpot_Corey]

Hi @AntoineCoeurWay and thanks for the tag @NOlah,

Using the generic HubSpot payment link doesn't create a default association to any particular deal, while you can create a specific payment link for a deal, as outlined here, it sounds like this may not be suitable for your needs. To create a custom association, you have two main options outlined below:
Workflow Associations

Only available to: Marketing Hub [Professional, Enterprise], Sales Hub: [Professional, Enterprise], Service Hub [Professional, Enterprise], Operations Hub [Professional, Enterprise]

• Enroll in the BETA mentioned by @NOlah by navigating to the 'Product Updates' page under your profile dropdown in HubSpot, then searching for and enrolling in the BETA 
• Remove the automatic deal creation setting from your payment links. 
• Create a workflow as outlined here.

Custom Code

You can create a custom association via coding by using webhooks and API. However, the native webhooks does not support payments, so this will either need to be ran on a schedule or you will need access to workflow custom coding available under operations.  

[AntoineCoeurWay]

Hi Corey,

Could you please guide me on how to link the payment link, subscription, or new deal to an existing deal using this beta workflow association?

I need some additional assistance with this.

Thank you!

[HubSpot_Corey · Accepted solution]

Hi @AntoineCoeurWay 

The main issue with the BETA workflow associations is that it requires matching properties on both objects to associate. I've put an example below for one of the ways that this can be handled for Deal to Deal associations:

One method is to leverage the fact that the contact should be associated with both the newly created deal and the existing deal. You can use a contact based workflow that is triggered by payment link submission to copy a property such as the Contacts 'Record ID' across to a custom property on all associated deals, for this example we can call the custom property 'Payment Associate ID'. Then, use a separate deal workflow to associate any deals with a matching 'Payment Associate ID'.

If you have access to Custom Coding either internally or externally of HubSpot, you can also use the Deals API to automatically merge these deals as well. 

I've included some references below:

⁠Community - How do I trigger a workflow based on successful payment

⁠Community - Workflow based on specific payment

HubSpot Developer Docs - Merging Deals 

If you have any questions or would like to discuss it in more detail, feel free to send me a direct message with any questions or to organise a call.

[NOlah]

Hello @AntoineCoeurWay, thank you for your question!

I'm going to loop in some of our Community Champions to see if they're aware of a third-party that may be able to make the connection you're hoping for, but in the event it isn't possible, I wanted to share our BETA for creating associations via workflows. If you turn on "Create new deal for each payment", you could use the BETA to associate all new deals to the original. 

Let's consult our experts to see if they have any other suggestions for you.
Hello @HubSpot_Corey, @Josh, @eburnaman, do you happen to have any ideas that could help @AntoineCoeurWay with their goal? Thank you all for contributing!

Best regards,
Noémi