Multiple Prices at Deal Creation

BFovargue — Fri, 09 Feb 2024 13:38:54 GMT

Hello,

My team and I have recently ourchase Hubspot Professional. We're a food start up that has a lot of food products, however depending on the customer recieve a different price.

As a result, this would mean trawling through spreadsheets and identifying certain products and their price that is associated with the customer manually - a big decision to move to Hubspot was to centralise this.

Each product SKU for us has ~5 prices and is a big part of our business and reporting

We want to replicate this process on Hubspot as easily as possible, however I cannot figure out how to achieve this?

The desired outcome is:

When creating a deal = input customer > input company > input line item (product SKU) > then choose price associated to company/ industry > create deal.

How can we acheive this?

Re: Multiple Prices at Deal Creation

trevordjones — Fri, 09 Feb 2024 14:32:33 GMT

Hi @BFovargue ,

Currently the only way to manipulate line items with HubSpot workflows is to use custom coded workflow actions. To do this, you will need to have OperationsHub Professional and a developer to write the necessary code.

topic Multiple Prices at Deal Creation in Dashboards & Reporting

Multiple Prices at Deal Creation

Re: Multiple Prices at Deal Creation