Lists, Lead Scoring & Workflows

InciteJoe
Contributeur | Partenaire solutions Gold
Contributeur | Partenaire solutions Gold

Workflow involving custom object, deals and products

Hello,

 

I have a project that is coming up and I thought it would be best to try and get some advice for a complicated workflow.

 

It will basically involve a custom object which is "Reseller" and they will be reselling the products that will be in the Product library in Hubspot, so a deal will somehow be associated with the "Reseller" and the product will be associated with the deal (already possible out of the box in Hubspot).

 

The part where the workflow comes would ideally come in is when the product price will need to have a multipler applied to the price of the product (on a per Reseller basis) 

 

Any ideas or workarounds would be much appreciated!

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2 Réponses
noahhendricks
Contributeur de premier rang | Partenaire solutions Elite
Contributeur de premier rang | Partenaire solutions Elite

Workflow involving custom object, deals and products

Hey @InciteJoe ! It sounds like you want to use a workflow to update the line item amount. Is that right? Workflows currently don't have this capability, unfortunately.

One option might be to create Products for each Reseller with the appropriate pricing for each.

Another option would be to store the multiplier on the Reseller record, then use a combination of fields, and possibly a workflow, to update the Amount field by a multiplier.

If you want to explore this further, please don't hesitate to reach out: Let's chat 

SyncMatters | Noah Hendricks
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MiaSrebrnjak
Gestionnaire de communauté
Gestionnaire de communauté

Workflow involving custom object, deals and products

Hi @InciteJoe,

 

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 @GreyHamilton@johnelmer@noahhendricks, do you have any tips for @InciteJoe? Thanks!

 

Cheers
Mia, Community team    




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