This workflow runs when the FastSpring + HubSpot integration is connected for the first time. It automatically creates a set of custom properties in your HubSpot instance to support quote, order, and subscription syncing.

Trigger, condition, and action

This table shows what happens immediately after the integration is enabled.

Created HubSpot properties

This table lists the custom properties that are added to HubSpot when the integration is enabled.

When an order is completed in FastSpring, this workflow automatically creates or updates the appropriate records in HubSpot. It is typically used in e-commerce or self-serve checkout flows where CRM data needs to be populated automatically.

Trigger, condition, and action

This table shows the system behavior when the order.completed event occurs.

Workflow steps

The steps below describe how FastSpring processes and syncs data when the workflow is triggered.

1. Create or assign Contact and Company
   If the contact (email) does not exist, create it.
   If the company (by domain) does not exist, create and associate it.
2. Create Deal
   Status: Closed Won
   Associated with contact and company
   Product check per item:
       - Exists? → Use it
       - Doesn’t exist? → Auto-create
3. Create Line Items
   Associate to Deal

Mapped properties

This table lists the specific fields that are synced from FastSpring to HubSpot when the workflow runs.

This workflow runs when a subscription is activated in FastSpring. It ensures that the corresponding deal in HubSpot is updated with the subscription status and start date.

Trigger, condition, and action

This table shows how HubSpot is updated when a FastSpring subscription is activated.

Fields updated

The following fields are updated on the HubSpot deal when this workflow runs:

• fs_subscription_status = active
• fs_subscription_startdate = subscription start date

This workflow runs when a subscription is canceled in FastSpring. It updates the associated deal in HubSpot to reflect the cancellation and deactivation dates.

Trigger, condition, and action

This table shows what happens when a FastSpring subscription is canceled.

Fields updated

The following fields are updated on the HubSpot deal when this workflow runs:

• fs_subscription_status = canceled
• fs_subscription_canceleddate = cancellation date
• fs_subscription_deactivateddate = deactivation date

This workflow runs when a user creates a HubSpot Quote on a HubSpot deal. A quote is created in FastSpring and synced back to HubSpot.

Trigger, condition, and action

This table shows how a FastSpring quote is generated from HubSpot.

Requirements

All of the following fields must be present on the HubSpot deal:

• A Contact must be associated with the deal
• A Company must be associated with the deal
• At least one Line Item must be present, and each must have a matching product
• fs_quote_currency must be set

Tip: You can trigger a HubSpot workflow to automatically email the quote URL to a prospect once it's returned.

You can create a quote in any currency that is available from the Deal currency field. Visit the Add and edit your account currencies article to learn how to use multiple currencies in HubSpot.

This workflow runs when a quote that was created via HubSpot is updated in FastSpring. The quote status is synced back to the related HubSpot deal.

Trigger, condition, and action

This table shows how quote status changes in FastSpring are reflected in HubSpot.

This workflow is useful for moving deals forward in HubSpot or triggering internal notifications when a quote is accepted or paid.

Fields updated

The following field is updated on the HubSpot deal when this workflow runs:

• fs_quote_status = latest status from FastSpring