Lists, Lead Scoring & Workflows

SJeremias
Top Contributor

Re: Lock unit price for line items?

SOLVE

hello - 
i have  been trying to setup the workflow to notify us (too) to alert us that someone modified the unit price but so far no luck.  have you had any success?

1 Accepted solution
moniserie
Solution
Participant

Re: Lock unit price for line items?

SOLVE

This is in reference to getting an alert when a product has been updated. I have been trying to figure this out for quite some time now. Today I thought I would see if I could just create a simple zap (Zapier). It worked! the trigger was "product created or updated in Hubspot"- action "send email" and then I put who should get the email and the details I wanted in it.

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9 Replies 9
moniserie
Solution
Participant

Re: Lock unit price for line items?

SOLVE

This is in reference to getting an alert when a product has been updated. I have been trying to figure this out for quite some time now. Today I thought I would see if I could just create a simple zap (Zapier). It worked! the trigger was "product created or updated in Hubspot"- action "send email" and then I put who should get the email and the details I wanted in it.

elizheleva
Guide | Gold Partner
Guide | Gold Partner

Re: Lock unit price for line items?

SOLVE

That's an awesome solution! Thank you for sharing! 


Eli Zheleva
Chief Problem solver @ uspeh | Hubspot Trainer | Hubspot Partner | Community Champion
Still need help? Book a free call with me

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mzebib68
Top Contributor

Re: Lock unit price for line items?

SOLVE

That a setting I'm looking for as well....

 

seller have the ability to set discount, so why should they be able to edit the unit price?

it's compromising the integrity on the calculation processes....

 

when are we going to be able able to lock product property similar ot contact or deal property?

0 Upvotes
elizheleva
Guide | Gold Partner
Guide | Gold Partner

Re: Lock unit price for line items?

SOLVE

Hi, @SJeremias ,

 

As @Jnix284 said, more context will be helpful. Do you think that restricting the access to edit the product library can help? That's an option within the user settings.

 

One way that I can think of without extra context is to have a workflow to monitor if the specific product has been added to a deal and if the valule differs to what you thought it should be. This way, if a deal is created and has a product A with price £100, and you know it's supposed to be £200, you (or other relevant stakeholders) can receive a notification. Would that work?

 

Here to help,

Eli


Eli Zheleva
Chief Problem solver @ uspeh | Hubspot Trainer | Hubspot Partner | Community Champion
Still need help? Book a free call with me

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



SJeremias
Top Contributor

Re: Lock unit price for line items?

SOLVE
i have attempted to do what you suggested (previously) but the unit price
does not have a field to that effect for a price change.
that would have been great, right?
0 Upvotes
elizheleva
Guide | Gold Partner
Guide | Gold Partner

Re: Lock unit price for line items?

SOLVE

@SJeremias it would have been, indeed! I suggest you add an idea in the Ideas section of the community. This way, there's a chance to make it true 🙂

 

Eli


Eli Zheleva
Chief Problem solver @ uspeh | Hubspot Trainer | Hubspot Partner | Community Champion
Still need help? Book a free call with me

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



0 Upvotes
DianaGomez
Community Manager
Community Manager

Re: Lock unit price for line items?

SOLVE

Hi @SJeremias,

 

Thank you for reaching out to the Community!I wanted to tag in a couple of subject matter experts to see if they have any input on this matter:


hi @Jnix284@Ben_M@elizheleva  do you have any advice for @SJeremias ? Thank you!


Diana, Community Team


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0 Upvotes
Jnix284
Hall of Famer

Re: Lock unit price for line items?

SOLVE

Happy to try to help @DianaGomez, hi @SJeremias 

 

Can you share more context around when/how/who are making the changes to the line item pricing?

 

It's hard to know whether this is a permissions issue or a process issue, or something else entirely.

 


If my reply answered your question please mark it as a solution to make it easier for others to find.


Jennifer Nixon
SJeremias
Top Contributor

Re: Lock unit price for line items?

SOLVE

i am not able to edit the permissions at all as the unit price is a HS field.

I wanted to create a workflow to alert me if any user actually modifies the unit price when adding line items.  I attempted a workflow but it doesnt quite work.

0 Upvotes