CRM

CarolineO
Member

Displaying Line Items on Company Side Bar

SOLVE

We are really struggling with Line Items. We want them to display on the Company side bar so that Customer team can easily see which products a customer has bought but there doesn't seem to be any way to do this. You have to click into the deal to view the data. Has anyone found a way around this? 

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Displaying Line Items on Company Side Bar

SOLVE

Hi @CarolineO,

 

Here's a workaround until HubSpot does this natively.

 

First, create a custom company property of type Checkboxes (Select multiple options), let's assume it's called Line items (company). All your line items should be created as values in this property: Line item 1, Line item 2, Line item 3...

 

Next, you'd create a deal-based workflow. For this workaround, you need to create one workflow per line item.

 

Deal enrollment trigger: At least one associated Line Item has Name is equal to any of Line item 1

# The SKU field would also be a suitable trigger.

 

Set property value: Append a company property Line items (company) of the associated companies with Line item 1

# It's important that you do not just set the value, it has to be appended. Otherwise, HubSpot will overwrite existing values.

 

With one workflow per line item, each one will append their values to the new custom property. All line items associated with a company should now show up neatly in this one field.

 

Lastly, you'd move this new custom property into the company sidebar so that it's easily visible for your customer team.

 

This workaround becomes very laborious if you have a large number of products. If that's the case, you might want to build a workflow for groups of line items instead of single items. Let me know if you need screenshots or more detailed information on any of these steps.

 

(Also keep in mind that this field will not update when companies stop using a certain product or cancel a service.)

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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6 Replies 6
MortenL
Contributor | Diamond Partner
Contributor | Diamond Partner

Displaying Line Items on Company Side Bar

SOLVE

We need exact the same. Very annoying that our client cannot make a list of the clients that have bought a certain product.

0 Upvotes
MCisneros
Participant

Displaying Line Items on Company Side Bar

SOLVE

@karstenkoehler do you also have a workflow for when a product is canceled and needs to be removed from a company?

DaviCamas
Contributor

Displaying Line Items on Company Side Bar

SOLVE

@MCisneros I have the same issue, the only way I found was by API. But is very painful to need a dev to do changes and updates in the API every time.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Displaying Line Items on Company Side Bar

SOLVE

Hi @CarolineO,

 

Here's a workaround until HubSpot does this natively.

 

First, create a custom company property of type Checkboxes (Select multiple options), let's assume it's called Line items (company). All your line items should be created as values in this property: Line item 1, Line item 2, Line item 3...

 

Next, you'd create a deal-based workflow. For this workaround, you need to create one workflow per line item.

 

Deal enrollment trigger: At least one associated Line Item has Name is equal to any of Line item 1

# The SKU field would also be a suitable trigger.

 

Set property value: Append a company property Line items (company) of the associated companies with Line item 1

# It's important that you do not just set the value, it has to be appended. Otherwise, HubSpot will overwrite existing values.

 

With one workflow per line item, each one will append their values to the new custom property. All line items associated with a company should now show up neatly in this one field.

 

Lastly, you'd move this new custom property into the company sidebar so that it's easily visible for your customer team.

 

This workaround becomes very laborious if you have a large number of products. If that's the case, you might want to build a workflow for groups of line items instead of single items. Let me know if you need screenshots or more detailed information on any of these steps.

 

(Also keep in mind that this field will not update when companies stop using a certain product or cancel a service.)

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

axusminul
Participant

Displaying Line Items on Company Side Bar

SOLVE

Hi @karstenkohler  ,

 

How would you do this for groups of products?  If a company has ever purchased LINE ITEM A and B and C, then I'd like a company checkbox called "Category 1" to be checked, and that to show on the company page.

 

Appreciate it if you can help me on this one!

0 Upvotes
CarolineO
Member

Displaying Line Items on Company Side Bar

SOLVE

Hey Karsten 

 

Thanks for this really helpful. We do have a lot of products but this is better than no solution. I hope that Hubspot does this natively! 

 

Caroline

0 Upvotes