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JEricsonIII
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Member since ‎Mar 22, 2021
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John Ericson III

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JEricsonIII on October 27, 2021
Adjust Deal Workflow that would allow Line Item properties to be adjusted.
Hello,I’m trying to set a UNIT Price on the line of a Deal based on a customers pricing level via a workflow so someone doesn’t have to manually input 1 of 6 price levels. I can trigger off the Line object but can’t copy or set a property within th read more
Reply Idea Deals
2 upvotes
1 Reply
JEricsonIII
Member
December 28, 2022
Any development progress towards this idea?
lalexander on November 14, 2018
Option to automatically add a product to a deal with workflows
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more
Reply Idea Deals Products & Quotes Workflows
651 upvotes
180 Replies
JEricsonIII
Member
February 11, 2022
Can't wait! Is a BETA available yet. Workflow party on Deal lines when we have the power to do so!
sleitz on May 16, 2018
Product Price Discount Levels
We have products that have discount levels and it would be great to be able to enter a discount tier like 10% or 25% and also including custom discounting for specific deals
Reply Idea Products & Quotes
92 upvotes
27 Replies
JEricsonIII
Member
January 14, 2022
Thanks Ethan for the update. I'm glad to hear about workflow capability to influence deal lines. I assume then we can apply logic to apply our own...read more
michaelhering on December 15, 2020
Microsoft Teams Meeting Integration
We currently leverage GoToMeeting for client facing meetings, which then populates reports giving management a view into sales meeting activity. After working with HubSpot Support this morning, I have confirmed that HubSpot does not allow for the sa read more
Reply Idea Activity Feed Dashboards & Reports Integrations Meetings Sales Reporting
28 upvotes
14 Replies
JEricsonIII
Member
December 20, 2021
Any update on BETA release....is Santa coming to town soon with some BETA toys for the good boys and girls of hubspot?
JEricsonIII on December 16, 2021
Adding the ability to use Workflows for setting values in a Line Item of a DEAL
Hi, we currently are unable to set a value in Line items of a DEAL. Here is the business scenario/goal: We have 50,000 customers in our database and 5000 of them get 10% off unit price. There is a property on the Company object that distinguish read more
Reply Idea Deals
0 upvote
0 Reply
JEricsonIII on October 27, 2021
Adjust Deal Workflow that would allow Line Item properties to be adjusted.
Hello,I’m trying to set a UNIT Price on the line of a Deal based on a customers pricing level via a workflow so someone doesn’t have to manually input 1 of 6 price levels. I can trigger off the Line object but can’t copy or set a property within th read more
Reply Idea Deals
2 upvotes
1 Reply
JEricsonIII
Member
December 28, 2022
Any development progress towards this idea?
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