Tips, Tricks & Best Practices

MvanBruggen
Contributor

Deals with multiple price components with free version

Hi there,

we have an enterprise marketing version but a free sales version. 

I managed to create a solution for what we want (without having the opportunity to add product lineitems since we use the free version for sales): calculate dealsize on fixed amount + x months * monthly amount. 

 

A sanity check if this is the right way I did it, or that a simpeler solution is available.

 

I added 2 properties: fixed amount (F) and montly amount (M).

Then I added a calculated property (great option...) : 'Calculated TCO' with a formula: F + 48*M. This value is automatically calculated 'allways'.  Reason why I did this via 'calculated TCO' is that I can't do similar calculations in workflows.
Then I created a workflow with as trigger 'Calculated TCO' exists. And important: the same condition must be selected for reregistering (i.e.: records will be selected again for this workflow afterwards) This will fire the workflow whenever the calculation is done. In the workflow I simply copy CalculatedTCO to the Hubspot standard Dealsize and it works in reports etc.

 

Any feedback is appreciated. 

2 Replies 2
danmoyle
Recognized Expert | Elite Partner
Recognized Expert | Elite Partner

Deals with multiple price components with free version

@MvanBruggen from what I can see, this makes sense. And if it's working each time and showing up in reports, I'd say nice work! I like seeing cool hacks in the real world. 

 


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Dan Moyle

HubSpot Advisor

Learning Ops | Impulse Creative

[he/him/his]

239-244-8812 | 269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/
kvonloesecke
Community Manager
Community Manager

Deals with multiple price components with free version

Hi @MvanBruggen,

 

Thanks for reaching out!

 

I wanted to invite our subject matter experts to this conversation.

Hi @danmoyle@AdamLPW@StjepanGrcic@Ben_M - Do you have any insight for @MvanBruggen?

 

Thank you!

 

Best,

Kristen


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