how to change deal amount with line items

Developer Support APIs & Integrations
1

Hi Guys,

Currently, I’m adding Line Items (with existing products from our Hubspot DB) to a Deal via the API. The thing that bugs me is that the deal amount doesn’t get updated when the line items are added. It only updates when I change the amount through the UI. Am I missing something? Is there a setting I need to adjust?

Best Regards,

Tom Richter

2

Hi, @TRichter2! Thanks for your question.

Let’s invite some of our community members to the conversation — Hey @Jnix284, @JuanGomez0818, @Lucila-Andimol do you have any experience here?

Thank you for taking a look!

Diana

3

Hi Tom,

The deal amount does not change automatically, but several calculation properties (TCV, ACV, MRR, ARR) are available to trigger a workflow and copy it to the deal amount.

Users of our DoPricer CPQ app had a similar issue because DoPricer automatically changes prices on Line Items via the API, based on the buyer company.

So this help article explains how to create a workflow to take care of adjusting the deal amount every time you add or change line items via the API:

How to automatically update HubSpot deal amount when DoPricer edits new line items

That should take care of deal amount for you.

best

Pete

4

this is an awesome solution @HubDoPete, thanks for sharing!

5

Hey @TRichter2

yes, when you update from the API it could work a bit differently than working from the UI inside HubSpot.

What I’d do is a workflow that runs when the line items are updates

and that calculates and replaces the deal amount.

You can take a look at the reference that Pete send you that can totally work for you.

Hope this helps