It would be helpful if we could associate a payment link with an existing deal. Now there's only the option to create a new deal or no deal at all.
We don't have products in Hubspot. We only send our customers the total amount through a payment link after they received and agreed to a quote (created in a different tool).
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 original payment links within the app that correspond to our plans. However, when users make a payment using these original 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 original 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 orginal payment links to the first deal automatically, 3 unique link will be created and we could fetch them directly to our user session.
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