Will Hubspot Closed/Won Deals Create Maxio Subscriptions?

[LZiemba2]

Hi,

Has anyone integrated Maxio with Hubspot? The Maxio documentation (and the sales person) says:

1. Users can create deals directly from the HubSpot interface, associating products and components from the Maxio product catalog as line items in HubSpot.

2. Once a deal is closed, our integration automates the creation of a subscription in Maxio based on the deal properties and line item associations.

But the onboarding person says you must manually create the subscription in Maxio. If that's the case, the integration is pretty disappointing.

[PamCotton]

Hey @LZiemba2, thank you for posting in our Community!

From your message, it sounds like there’s some conflicting information about how the HubSpot and Maxio integration handles subscription creation.

Based on Maxio’s documentation, the integration should automate subscription creation in Maxio when a deal is marked as Closed/Won in HubSpot, assuming the deal properties and line item associations are set up correctly. This process should eliminate the need for manual subscription creation. However, sometimes specific onboarding setups or account permissions can affect this behavior, which could explain the guidance from your onboarding person.

It may be worth reaching back out to your Maxio onboarding contact for clarification, particularly to check if there are any setup steps or specific configurations required to enable the automated subscription process. Alternatively, connecting with Maxio support to confirm the expected integration flow could help clarify this.

Let us know if there’s anything we can assist with from the HubSpot side!

Pam