Implementing a transaction-based, tiered pricing

Smart CRM & Sales Hub Tips, Tricks & Best Practices
, , ,
1

Hello,

I’m trying to build something and I’m struggling with this, I would think it would be much more common:

  • We have multiple products
  • Each product is transaction-based and tiered so for example:
    • Product A, 1-100 transactions are priced at $50
    • Product A, 101-500 transactions are priced at $45
    • Product A, 501+ transactions are priced at $35
    • Product B, 1-100 transactions are priced at $60
    • Product A, 101-500 transactions are priced at $55
    • Product A, 500+ transactions are priced at $45
  • Each customer can get a different quote for each product

How would you build something like that starting from the product list/line items that are on each deal-> calculating a monthly invoice based on the amount of transactions per product in use (I know how to push the #of transactions)?

Thanks in advance!

2

Hi Bigabia!

This one’s definitely a challenging setup, but I think the best way to handle it is by going with a custom object approach for transactions, especially since this allows us to associate each transaction directly with a product.

Here’s how I’ll structure it:

  • I’ll create standard products in the Product Library:

    • Product A
    • Product B

  • Then, I’ll set up a custom object called “Transaction”. These will be created automatically through a workflow using your internal platform’s integration, so all transaction records are pushed into HubSpot and properly logged.

  • Each transaction will be associated with a product and products associated to deals, and I’ll add calculated properties for:

3

Hi @bigabiga
I’ve seen setups like this and yeah — you’d think it’d be more common or better supported out of the box, but HubSpot doesn’t make tiered pricing logic super intuitive when it comes to usage-based billing across multiple products. That said, here’s a breakdown of how you can actually structure this using the tools HubSpot gives you (plus a bit of custom logic):

I would recommend start with standard line items attached to the deal — each representing one product. Since each product has multiple pricing tiers, the cleanest way to handle this is to store the transaction volume per product as a custom property on the deal (e.g., “Product A Transactions”, “Product B Transactions”) — you said you can already push that, which is great.

From there, you’ll need either a custom workflow or a bit of external logic (depending on how automated you want this) to evaluate which pricing tier applies based on that transaction volume. HubSpot workflows unfortunately can’t do complex numeric IF logic (like “if value is between 101 and 500”), so most people handle this either with:

A) A custom-coded action in a workflow (if you have access to Ops Hub Pro/Enterprise), where you pass in the volume per product and return the right price per unit, then update line item pricing accordingly.

Or

B) Push the pricing calculation from your own backend when you’re updating the deal. Basically: you detect the transaction tier, calculate price per product, and update the deal’s line items using the CRM API.

If you want to turn that into a monthly invoice, you could generate a custom object called “Invoices” and associate it to the deal each month — use workflows to create that record, or do it via API from your billing system. Then roll up the product-level pricing data as properties on that invoice object.

Optional: if you want to display this cleanly inside HubSpot, you can use a CRM Card to show calculated pricing logic live — powered by your own logic in the background (StackSync could help here if your pricing logic lives outside HubSpot but you want it reflected in real time inside deals).

Let me know what you’re using to calculate pricing now (external script, manual logic, spreadsheet?) and I can suggest a cleaner structure for how to automate this month to month.
Hope this helps!

RubenB_0-1744951380316.png

Ruben Burdin

Real-Time Data Sync Between any CRM or Database | Founder @Stacksync (YC W24)