When a Deal is closed and the Offer is accepted via the HubSpot link, the S2O flow creates the customer in our backend. For this to work smoothly:
Required Properties
- Billing Company Name → auto-pulls from Company. If blank, edit it in Company → “About” section.
- Include VAT dropdown → must match your Market:
- UK / Germany / Denmark → Select VAT rate.
- CH / US → Always 0 (default).
- Use trial account → determines how S2O handles trials:
- Yes → upgrades existing trial (if only 1 site).
- No or blank → creates a new platform from scratch.
- Multi-site: if
number of sites > 1+use trial account = yes, one site upgrades, others created new.
👉 Checklist before sending Offer URL:
- Confirm Billing Company Name is populated.
- Select correct VAT dropdown.
- Set “use trial account” properly (yes = upgrade, no = new).
🆘 Issues with New Offer URL creation: See this Notion page for de-bugging.