So you’re using saas•hapily to manage your Stripe subscriptions and transactions in HubSpot. You’re one smart cookie! It’s a great way to view all your info without having to constantly jump from platform to platform.
But what if I told you that you can view your subscriptions and transactions for a given contact, company, deal, etc. at the same time? “Impossible!” I hear you say. But not with saas•hapily!
In this post, I’ll teach you how to customize the saas•hapily Subscriptions and saas•hapily Transactions cards to easily view and edit information in HubSpot.
Here, you can view all of the saas•hapily subscriptions and saas•hapily transactions associated with the record. Let’s look at the saas•hapily Subscriptions card first.
If you want to edit the properties shown on the view, hover your mouse over the gear icon in the top right and click it.
You can also select Actions to edit the association label or remove the subscription’s association to the record. Easy.
Want associate another subscription to this record? Well here at hapily we like making things faster and easier for you! So if you just want to associate a subscription that’s already in your database, click the Add Existing tab to search for one. Check the box next to the subscription you want to add, click Next, add an association label (if necessary), click Save, and you’re done!
And guess what! You can customize the saas•hapily Transactions overview card as well!
From here you can still open or preview the subscription record, add association labels, and remove the association entirely. But if the record has a whole lot of subscriptions, you’ll definitely want to utilize the larger card on the overview section so you can make use of that awesome search bar.