How do I map the deal stage field?

Add a rule to map the stage

Use the Connex for QuickBooks rules engine to add a deal stage. Connex will locate the correct pipeline, using the stage, and assign it. In this example, we will assign sales pipeline and closedwon for sales.

  1. In HubSpot, enter deal pipelines settings in the search.
  2. You will receive a list of pipelines.
  3. Select the pipeline and status. In this case, we want closed won.
  4. Note the name and internal Id. You will enter this info into the Connex rules engine later:

Next, add a rule:

  1. Login to Connex.
  2. Click rules > my rules on the left.
  3. Click add rule.
  4. Click start from scratch.
  5. As the action, choose map order status.
  6. In this example, we will say if the order has no balance then map a stage:
  7. In the map to field, enter Closed Won.
  8. Click finish.