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New Signups Order of Operations

  1. NuView or CSR Agent finds or creates contact in HubSpot
  2. Agent submits new Price Quote to retrieve price
  3. Customer says yes
  4. Agent fills out Signup form for customer
  5. Signup Object Created in HubSpot
  6. TPV submission object or objects are created.
  7. Agent submits info to TPV via button on TPV submission summary landing page that triggers API call. 
  8. Agent checks "Sent to TPV" checkbox on Signup object.
    1. API response will set a flag identifying if the submission was NuView Agent or CSR. The "Sales Rep ID" or Sales Person Name can be used.
  9. API response will return a "Good Sale" or "No Sale" value. Deb will not need to take any additional action. The sales that are good can go to NirvanaSoft for import, and the sales that are bad would route back to the sales agent.
  10. Approved Signup is sent to NirvanaSoft so that an Account (ARID) and Deal can be created.
  11. Jay will pull approved Signups into NirvanaSoft.
  12. Once the Signup is approved, NirvanaSoft will create an ARID and send it back to the Signup Object in HubSpot. 
  13. This HubSpot workflow will create a brand new Account with  mostly blank information.
  14. After a 30-minute delay, Jay's API job will send the rest of the Account information from NirvanaSoft. 
  15. HubSpot automation will create a new Deal. 

    1. HubSpot automation will get the current Product for the Deal that the customer already consented to. There will not be a Renewal letter for this particular Deal. 

    2. If the Product End Date has not passed, choose those old/current Products for the new signup.

    3. If there is no Product Start Date for the new product, choose the current/old product.

    4. Consider extending the End Dates on the current/old products if needed.

  16. It's possible this customer might need to have a new Pending Deal created and Renewal Letter generated soon after signup, but that will be covered by renewal automations.