Tips, Tricks & Best Practices

AMammarella
Contributor | Diamond Partner
Contributor | Diamond Partner

Add line items to deal via workflow

Hello 🙋🏼‍♂️

 

If you have ever struggled with manually adding line items to deals, say hello to the Add Line Item to Deal app we have released!

 

Key Features:

 

- Dynamically include a line item in an already existing deal;

- Capability to insert the following fields: SKU of the product to add, product’s quantity, line item price, currency list (USD, EUR, GBP, etc.).



Install the App: Head to the HubSpot Marketplace, install the Add Line Item to Deal app, and get started for free.



Say goodbye to manually adding line items to deals. 

Try the Add Line Item to Deal today and elevate your HubSpot workflow game!


1589805894166.jpeg

Alessio Mammarella

HubSpot Specialist

Exelab

hs diamondexelab logo
 
 
 
333-6580788
alessio.mammarella@exelab.com
exelab.com
3 Replies 3
DianaGomez
Community Manager
Community Manager

Add line items to deal via workflow

Hi @AMammarella,

 

I want to express my excitement for the integration that has been added to our marketplace. It is truly fantastic to see this progress, and I am very pleased that we now have this new feature available to our customers.

 

Best regards,

Diana


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0 Upvotes
magicbag
Member

Add line items to deal via workflow

This is great and all, but why isn't it a standard feature? Why can't Hubspot just develop this capability within their workflow system. Line items are a crucial element to deals and tracking ARR, and if I'm using a seperate deal pipeline to track additional purchases apart from the standard annual subscription, I have no way of automating that deal closing, and the line item being added to the existing customer deal. 

0 Upvotes
AMammarella
Contributor | Diamond Partner
Contributor | Diamond Partner

Add line items to deal via workflow

Hello 🙋🏼‍♂️

 

If you have ever struggled with manually adding line items to deals, say hello to the Add Line Item to Deal app we have released!

 

Key Features:

 

- Dynamically include a line item in an already existing deal;

- Capability to insert the following fields: SKU of the product to add, product’s quantity, line item price, currency list (USD, EUR, GBP, etc.).



Install the App: Head to the HubSpot Marketplace, install the Add Line Item to Deal app, and get started for free.



Say goodbye to manually adding line items to deals. 

Try the Add Line Item to Deal today and elevate your HubSpot workflow game!


1589805894166.jpeg

Alessio Mammarella

HubSpot Specialist

Exelab

hs diamondexelab logo
 
 
 
333-6580788
alessio.mammarella@exelab.com
exelab.com