How can I add a new deal stage or pipeline on HubSpot and reflect back to integration?
Here’s a step-by-step guide on how to add a new deal stage or pipeline in HubSpot and ensure it syncs correctly with your integrations:
- Navigate to Settings > Objects > Deals > Pipelines within your HubSpot account.
- To add a new deal stage, select an existing pipeline and click Add Stage (as shown in the screenshot below). If you wish to create a new pipeline, click Create Pipeline from the Select a pipeline dropdown and configure the necessary stages.
- Define the stage names, set the probability, and configure any automation rules as needed.
- Once you’ve added or modified a deal stage or pipeline, the next step is to save the settings within your integration. To do this, go to the WooCommerce website integration and click on the Deals tab.
- Find the E-commerce Pipeline and open the Map Deal Stages with the eCommerce Pipeline section.
- Hit the Refresh button to update the pipeline with the new deal stages or pipeline.
- Map the newly created pipeline or deal stages according to your specific requirements.
- After completing the setup, new orders will sync as deals in HubSpot, following the configuration you’ve defined.