Automatic discount code for groups from the same company?

[K-Johnson]

Total hypothetical: Has anyone found a feature or workaround for group registrations (via forms with payment links) where multiple emails with the same domain, OR established contacts associated to the same company, would be automatically grouped and given a discount code for their registration costs? Or perhaps a refund for a preset % once '10' contacts from ABC-company register for the same event?

[RSchweighart · Accepted solution]

Hi @K-Johnson,

I have not done something like this, but it's a fun hypothetical to explore. I tried to keep everything in HubSpot using workflows but am not sure of a lasting solution. It should be doable using custom code steps and leveraging the HubSpot API. In these situations, I prefer to use Zapier as it's easier for me to interact with the HubSpot API that way.

Here's what I'd suggest:

1) Create your zap with a webhooks trigger to get a webhook url.

2) Create a private app and subscribe to your webhook watching for payment created.

3) Create your zap. There's quite a bit here, so let me know if you have any questions about a specific step. You'll need to have created your discount code to place in the last step.

I'm sure there's some errors or other situations to be handled, but I think the hypothetical would be doable.

All the Best,

Ryan Schweighart

Whole Hart Impact, LLC

whimpact.co

I help businesses with HubSpot and Zapier. 

 

 

[sauharvey · Accepted solution]

That’s a great idea, @K-Johnson — automating group-based discounts would really streamline event registrations. I’ve set up something similar using Zapier too — it checked for matching company domains and applied a discount via API when a threshold number registered. It wasn’t 100% automated in HubSpot alone, but combining workflows with custom code made it manageable.

[RSchweighart · Accepted solution]

Hi @K-Johnson,

I have not done something like this, but it's a fun hypothetical to explore. I tried to keep everything in HubSpot using workflows but am not sure of a lasting solution. It should be doable using custom code steps and leveraging the HubSpot API. In these situations, I prefer to use Zapier as it's easier for me to interact with the HubSpot API that way.

Here's what I'd suggest:

1) Create your zap with a webhooks trigger to get a webhook url.

2) Create a private app and subscribe to your webhook watching for payment created.

3) Create your zap. There's quite a bit here, so let me know if you have any questions about a specific step. You'll need to have created your discount code to place in the last step.

I'm sure there's some errors or other situations to be handled, but I think the hypothetical would be doable.

All the Best,

Ryan Schweighart

Whole Hart Impact, LLC

whimpact.co

I help businesses with HubSpot and Zapier. 

 

 

[K-Johnson]

This is a wonderful path to explore. Thank you for looking into the possibility, RSchweighart! We do utilize Zapier for other tasks, so this is a great starting approach. I appreciate your response and I'll follow up if questions arise. 

Thanks!

[DianaGomez]

Hi @K-Johnson,

What a great question! Thanks for reaching out to the Community! 🙂

I’m going to tag in some of our experts to see if they’ve done something similar, and hopefully, they can share some ideas or inspiration.

Hey @RSchweighart, @Whathcock, @DWhiteley4, @Lucila-Andimol , any tips or suggestions for @K-Johnson on how they could achieve this?

Thanks so much for sharing! 🧡

Wishing everyone an awesome day!
Diana