CRM

twinloger
Participant

line items - use in workflows

Hi, does anyone know if the items (name, quantity, unit price, margin etc) from line items can be used in workflows? We need to use this data in the properties of the deal in the left bar. Summaries such as TCV, ACV, ARR, MRR are not enough for us. I can't use line items individually in the calculation either. well thank you

12 Replies 12
vmcgee
Contributor | Diamond Partner
Contributor | Diamond Partner

line items - use in workflows

I was able to set a deal property "Provider Seats" based on the quantity of line items using a workflow. If quqntity is known enrollement, and then an If/then for each individual count (1, 2, 3, etc.) to set the matching provider seat count. 

Regards,
Vickie McGee
Founder & CEO
Transitional Marketing
HubSpot Solutions Partner
kvonloesecke
Community Manager
Community Manager

line items - use in workflows

Thanks for sharing, @vmcgee


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0 Upvotes
FMaher
Contributor

line items - use in workflows

We are loving accurate reporting of our MRR with deal line items - however, we have an annual CPI increase over several rolling months based on the client's country. The only way to auto create a deal is when creating a client, and line items are not included as an option to set/create in workflows. We would be more likely to upgrade/bring on other HubSpot subscriptions if this functionality was possible.
Does anyone else have a workaround for this?

CCaponi
Participant

line items - use in workflows

Adding on to this. We want to pull line items and SKUs into spreadsheets for capacity planning. 

Long_Nguyen
Contributor

line items - use in workflows

We have the same issue. We want to copy/capture the customized properties in line items/ product into the Deal/ Contact properties.

@karstenkoehler  is it possible now in Hubspot? The only way I can see now is to use "if/else branch" to compare the properties in line items and then "set the value" of Deal/Contact properties

SomaToth
Participant

line items - use in workflows

We have the same issue. We want to take some of the line items and write them on the Deal as contact properties.

 

CBroeders
Participant | Platinum Partner
Participant | Platinum Partner

line items - use in workflows

@twinloger did you ever find a solution to this? im looking to do a very similar thing where i need to give the line item quantity a weight depending on the deal stage.

twinloger
Participant

line items - use in workflows

Hi, I didn't have any functional solution.

karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

line items - use in workflows

Hi @twinloger,

 

Could you specify how you want to use them in workflows and the left deal sidebar? What you would like to achieve?

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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aliciapea
Participant

line items - use in workflows

Hi, I'm not the OP but I can talk about my own use case - I have two pipelines, and sales and a shipping pipeline. When a deal is closed in my sales pipeline, I have a workflow setup to create a mirror deal that is added to my shipping pipeline, where I can add shipping info, tracking numbers, etc. I really want to be able to copy over line items to this mirror deal so that I can trigger workflow actions in the shipping pipeline based on what product the customer ordered. 

0 Upvotes
amydyv
Participant

line items - use in workflows

I think all the issues related to associated objects are very problematic. It's like Line Items / Products live in a different world from other objects? For us it's very important to be able to automatically create Deals when someone submits an order. Those deals also need to have the correct Line Items and at the moment that's not possible.

twinloger
Participant

line items - use in workflows

in line items I have created an item that has a unit price and quantity. Hubspot will only calculate their total amount. We do business in the energy sector, the margin is important to us and not the total amount. I created an individual calculation that calculates my margin and the total volume of electricity supplied. Now I have to enter the data manually. If I could, for example, copy the quantity from line items via workflow to another properties, I can use this data in the calculation and calculate the margin automatically.