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Line Item Assistant

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App

Line Item Assistant

HubSpot-sertifisert app

Use workflows to create, update, and delete line items.

Installeringer
100+ installasjoner
Rangering

5(3)

Logg på for å installereKrever Line Item Assistant-abonnement

Krav

HubSpot-abonnement
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Line Item Assistant-abonnement
Free, Starter, Professional, Enterprise eller Enterprise+-abonnementer

Oversikt

Automate all of your line item updates.


Managing line items inside of HubSpot is a PAIN.


Line Item Assistant is here to help.


This one app provides you with four (4x) easy to use actions that fit seamlessly inside the workflows tool.


  • Create Line Item - Add a single line item to enrolled deals.

  • Create Multiple Line Items - Add line items in bulk.

  • Update Line Items - Sophisticated filter logic let's you target specific line items, and update ANY property.

  • Delete Line Items - Remove line items from a deal.


Get ready to fall in love with line items all over again.


Your sales team will love not entering line items manually.


And you'll love knowing that line items are always accurate.


Get started today for FREE.

Funksjoner

Create Line Items

Automatically add a product to an existing deal. Enter the quantity as a static value, or pull dynamically from a field on the enrolled deal. Price type can also be dynamic from a deal field, or static, or defer to the product's default price.

Update Line Items

This feature is a game changer. You can update ANY product property (default or custom), filter down to the exact line items you want to update, AND run updates retroactively to fill in missing data on existing line items.

Delete Line Items

Remove specific products from an enrolled deal. Deleting line items is just as important as adding and updating new line items. You need to make sure your line items are always accurate, and sometimes that means removing a line item from a deal.

Appfunksjonalitet

Delt data
Datakilde
Synkroniseringsretning
I HubSpot
I HubSpot

Deals

Avtaler

Avtaler

Owners

Eiere

Eiere

Product Properties

Produktegenskaper

Produktegenskaper

Products

Produkter

Produkter

Mer informasjon om delte data

We do not store customer data. It is only passed through our servers temporarily in memory while performing the selected workflow action.

Gjennomganger

Filtrer gjennomganger:

Sorter:


5/5
    28. april 2025

Powerful RevOps Game-Changer with Seamless HubSpot Integration and Endless Automation Possibilities

Best line item automation app in the marketplace by a long shot - lets do you everything you need to, and can solve for some pretty complicated use cases. For example, we wanted to implement a minimum adjustment fee to our line items, when quantity is below a certain amount. Using Line Item assistant, we were able to create a calculated field that calculates the amount between our Minimum and Actual amounts, and were able to reference that calculated field when creating X quantity of line items to offset that minimum in our total deal amount. Best part is, we're just getting started. Now that I know what this app can do, I'm planning on automating everything from onboarding fees to add-ons through our standard Deals UI without our reps ever having to go into the line items card. Amazing for RevOps teams. Pricing model is also very flexible, and meant to scale with your operation. On top of that, this app is part of a growing ecosystem of similar apps that Growth Operations is developing. The founder is an Ex-HubSpotter who has done a great job making this app feel like a native part of the HubSpot UI, and I'm super pumped to play with the other tools developed by this growing HubSpot App Partner.

Hva vil du gjøre?

Simple to use, powerful results, great for RevOps teams

  • Romo, A.


5/5
    28. feb. 2025

Enkelt verktøy + god support

Allerede dagen etter at jeg hadde installert appen, tok grunnleggeren Andrew personlig kontakt for å høre om jeg trengte hjelp - ikke bare med selve appen, men med HubSpots arbeidsflytdesign generelt. Jeg tok en samtale med ham, og han var utrolig kunnskapsrik om hvordan man bygger effektive arbeidsflyter i HubSpot. Jeg vurderte et par andre alternativer, men Andrews ekspertise og proaktive kommunikasjon gjorde Line Item Assistant til det klare valget.

  • Naik, S.

Oversatt from English. Vis original tekst

Denne appen krever ett av de følgende Line Item Assistant-abonnementene.

Free

USD 0

Up To 25x Monthly Actions For FREE

  • Includes All 4x Workflow Actions

  • No Feature Restrictions

  • Up To 25 Actions Per Month

Free

USD 0

Up To 25x Monthly Actions For FREE

  • Includes All 4x Workflow Actions

  • No Feature Restrictions

  • Up To 25 Actions Per Month

* Prissettingen her er kun for illustrasjonsformål. Prisene inkluderer ikke avgifter, insentiver, rabatter eller andre prissettingsvariabler. Kontakt partneren for å få oppdatert og riktig prissettingsinformasjon. HubSpot tar ikke ansvar for denne prissettingsinformasjonen, som gis av våre partnere. Prissetting sist oppdatert: 11.06.2025

Mer info

Bygget av
Growth Operations
Installeringer
100+ installasjoner
Kategorier
Språkene appen er tilgjengelig på
Engelsk

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