Dashboards & Reporting

BFovargue
メンバー

Multiple Prices at Deal Creation

解決

Hello,

My team and I have recently ourchase Hubspot Professional. We're a food start up that has a lot of food products, however depending on the customer recieve a different price.

 

As a result, this would mean trawling through spreadsheets and identifying certain products and their price that is associated with the customer manually - a big decision to move to Hubspot was to centralise this.

Each product SKU for us has ~5 prices and is a big part of our business and reporting

We want to replicate this process on Hubspot as easily as possible, however I cannot figure out how to achieve this?

The desired outcome is:

When creating a deal = input customer > input company > input line item (product SKU) > then choose price associated to company/ industry > create deal.

How can we acheive this?

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trevordjones
解決策
名誉エキスパート | Diamond Partner
名誉エキスパート | Diamond Partner

Multiple Prices at Deal Creation

解決

Hi @BFovargue ,


Currently the only way to manipulate line items with HubSpot workflows is to use custom coded workflow actions.  To do this, you will need to have OperationsHub Professional and a developer to write the necessary code.

- Trevor
If my post solves your problem, please accept it as a solution.

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1件の返信
trevordjones
解決策
名誉エキスパート | Diamond Partner
名誉エキスパート | Diamond Partner

Multiple Prices at Deal Creation

解決

Hi @BFovargue ,


Currently the only way to manipulate line items with HubSpot workflows is to use custom coded workflow actions.  To do this, you will need to have OperationsHub Professional and a developer to write the necessary code.

- Trevor
If my post solves your problem, please accept it as a solution.