Automating creating one-to-many Deals from parent to children.
SOLVE
Hello,
We have a complicated sales process I am trying to automate, or at least streamline in HubSpot.
Our customers often have several locations which we have decided to make as children accounts in HubSpot. For this example, lets say the customer has 10 children accounts.
When sales quotes the parent location for an order, they include hardware and services for all 10 locations in the initial quote so they can see the total dollar amount. From there, if they haven't already, each child location needs to be created in HubSpot.
Then, to accurately track what is being done at that location they need to quote hardware again separately from the installation services (each as zero dollar quotes to not mess up reporting). Hardware requires a deposit to be shipped, and services cannot be billed until they are completed.
That means for one sale they may be making 21 quotes manually. I was looking at having sales import the child locations, which removes that manual step, but it does not look like I can import the line items for each location in the same step.
That’s definitely a complex process, but I’ve got a few suggestions to help automate and streamline it.
Option 1: Use HubSpot workflows and custom code actions Use workflows to automatically create deals for each child location once the parent deal is created. You can also add a custom code action within the workflow to replicate line items and associate them with each child deal.
Set up custom properties on the parent deal to capture the details (e.g., hardware and services required for each location) and then use these values in the custom code actions.
Option 2: Use HubSpot’s API for a custom integration
Develop a custom script using HubSpot’s API to create child accounts and associated deals in one go. With the Deals API and Line Items API, you can,
Create separate deals for each child location with specific line items. Associate the deals with the appropriate child location and parent company.
Option 3: Explore third-party apps Check out tools like Zebra, Associ8, or Automate.io, which might have pre-built functionalities or workflows to replicate and distribute deal information across multiple associated companies or deals.
Suggested workflow, Parent Deal is Created → Trigger workflow to create child locations (if not already created). Parent Deal is Updated → Trigger workflow to create new deals for each child location with zero-dollar line items. Quote is Approved → Create separate deals for hardware and services for each location.
This approach minimizes manual data entry and ensures consistency. If you’re open to using some custom code, it can definitely speed up the entire process!
That’s definitely a complex process, but I’ve got a few suggestions to help automate and streamline it.
Option 1: Use HubSpot workflows and custom code actions Use workflows to automatically create deals for each child location once the parent deal is created. You can also add a custom code action within the workflow to replicate line items and associate them with each child deal.
Set up custom properties on the parent deal to capture the details (e.g., hardware and services required for each location) and then use these values in the custom code actions.
Option 2: Use HubSpot’s API for a custom integration
Develop a custom script using HubSpot’s API to create child accounts and associated deals in one go. With the Deals API and Line Items API, you can,
Create separate deals for each child location with specific line items. Associate the deals with the appropriate child location and parent company.
Option 3: Explore third-party apps Check out tools like Zebra, Associ8, or Automate.io, which might have pre-built functionalities or workflows to replicate and distribute deal information across multiple associated companies or deals.
Suggested workflow, Parent Deal is Created → Trigger workflow to create child locations (if not already created). Parent Deal is Updated → Trigger workflow to create new deals for each child location with zero-dollar line items. Quote is Approved → Create separate deals for hardware and services for each location.
This approach minimizes manual data entry and ensures consistency. If you’re open to using some custom code, it can definitely speed up the entire process!
