Sales Hub Tools

MCoughlan6
Member

Workflow for line items

SOLVE

Hi guys, I currently have a workflow setup that is triggered when a deal is closed won. What I'd like to do, is only trigger the workflow if the deal is close won, AND there is a specific line item included in the closed deal.

 

If it helps to explain why - we have subscription and consumable line items for our deals, and only want this workflow to trigger when a deal includes a subscription line item (one of several options).

 

We have Saleshub Professional.

 

Any advice?

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2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow for line items

SOLVE

Hi @MCoughlan6,

 

You can do that by adding a filter for Line item:

 

karstenkoehler_0-1674570977031.png

 

An easy way to filter for deals with specific line items would be specifying a name:

 

karstenkoehler_1-1674571015243.png

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren


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

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franksteiner79
Solution
Guide

Workflow for line items

SOLVE

Hi @MCoughlan6 

 

You'd simply add and "AND" rule to the enrolment trigger and make it a line item property.

 

Screenshot 2023-01-24 at 15.36.51.png

There are a couple of options, I'd say line item "name" and line item "SKU" are the best options to capture to line item you want. This criteria would only enrol deals which meet both criteria.

 

Hope that helps.

Frank

Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project

View solution in original post

3 Replies 3
MCoughlan6
Member

Workflow for line items

SOLVE

Ah thanks so much guys, I completely missed the line item option and was trying to find it within the deal section!

 

That will work for us, thanks again

franksteiner79
Solution
Guide

Workflow for line items

SOLVE

Hi @MCoughlan6 

 

You'd simply add and "AND" rule to the enrolment trigger and make it a line item property.

 

Screenshot 2023-01-24 at 15.36.51.png

There are a couple of options, I'd say line item "name" and line item "SKU" are the best options to capture to line item you want. This criteria would only enrol deals which meet both criteria.

 

Hope that helps.

Frank

Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow for line items

SOLVE

Hi @MCoughlan6,

 

You can do that by adding a filter for Line item:

 

karstenkoehler_0-1674570977031.png

 

An easy way to filter for deals with specific line items would be specifying a name:

 

karstenkoehler_1-1674571015243.png

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren


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