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HubSpot + Stripe Expert Needed to Finalize Custom Subscription Object & Deal Revenue Workflows
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We’re looking for an experienced HubSpot + Stripe specialist to help us finish and validate our Stripe → HubSpot subscription tracking so we can reliably report revenue on deals.
Context
- We use Stripe for billing (SaaS, self-serve + sales-led deals).
- We use HubSpot as our CRM.
- A custom “Stripe Subscription” object already exists in HubSpot.
- There is partial/legacy server-side sync code that currently writes Stripe fields (plan amount, plan name, subscription status, MRR, etc.) onto the **contact** record, not the custom subscription object.
- HubSpot’s native Stripe subscription sync is available but not fully configured/turned on.
- We want to avoid breaking existing data, but we’re fine to clean up / backfill if needed.
What we need help with
1. Best-practice architecture & plan
- Review our current HubSpot + Stripe setup (custom object, existing sync, fields, mappings).
- Recommend the cleanest, most maintainable way to:
- Keep Stripe as the source of truth.
- Map key subscription properties into the **custom subscription object** (MRR, plan name, plan amount, status, billing interval, start date, cancellation date/reason, etc.).
- Handle historical backfill and ongoing updates.
2. Implement or fix the Stripe → HubSpot sync
- Configure and/or adjust:
- HubSpot’s native Stripe subscription sync, or
- Our existing custom sync (Node/TypeScript backend) if that’s the better path.
- Ensure:
- Each Stripe subscription is represented correctly as a subscription object in HubSpot.
- Subscriptions are associated with the right contacts and companies.
- Historical subscriptions are backfilled as much as is practical.
3. Deal & revenue workflows
- Design and implement HubSpot workflows that:
- Create or update deals based on subscription events (new subscription, upgrade/downgrade, cancellation, etc.).
- Set deal amount (MRR and/or ARR) from the subscription object.
- Keep deals in sync when subscription amounts or statuses change.
- Set us up so we can:
- Attribute revenue to channels/campaigns using existing HubSpot tracking fields (original source, latest source, UTM data).
- Calculate basic metrics like LTV and churn in HubSpot (or at least have the fields necessary to do so).
4. Documentation & handoff
- Document:
- Field mappings (Stripe → HubSpot).
- How the sync works.
- How the workflows are structured.
- Provide guidance on edge cases:
- Upgrades/downgrades on the same subscription ID.
- Multiple subscriptions per customer.
- Self-serve vs. sales-led/custom plans.
Nice-to-have experience
- Prior projects **specifically** syncing Stripe subscriptions into HubSpot custom objects.
- Familiarity with:
- HubSpot custom objects & workflows
- Revenue attribution and reporting in HubSpot
- Stripe’s customer/subscription/invoice models
- Basic comfort reading or suggesting changes to backend code (Node/TypeScript) is a plus.
What to include in your proposal
- Brief description of your relevant HubSpot + Stripe experience.
- 1–2 examples of similar projects you’ve done (especially involving HubSpot custom objects + Stripe).
- Your recommended high-level approach given the description above.
- Estimated hours and rate, plus availability over the next 2–4 weeks.
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