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ZEizenberg
Wednesday
Participant
Driving billing based on Deal property
I am looking into how to create the following workflow:
When a deal stage changes to "Closed won", an internal email is sent with the deal's line-items info (produtc, term, price, billing frequency, etc.) incorporated automatically in the email body.
Motivation:
We are using Bill.com for billinmg and as Hubspot has no integration with Bill.com we are trying to automate he process of providing finance with h deal info so they can upload it into Bill.com and configure the billing for the specific deal.
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4 Replies 4
RSchweighart
Thursday
Top Contributor
Driving billing based on Deal property
Hi@ZEizenberg,
If finance has access to HubSpot, it may be easier to send them a link to the line items:
The record ID is the record ID of the deal. You would type in your portal id as it won't change.
Do your deals always have 1 or 2 line items? If yes, we could provide those details in the email by adding a data source.
If not, do you have Operations Hub Pro? Or, do you use something like Zapier or Make (formerly Integromat)?
All the Best,
Ryan Schweighart
Whole Hart Impact, LLC
I help businesses with HubSpot and Zapier.
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3Upvotes
ZEizenberg
yesterday
Participant
Driving billing based on Deal property
Hi, Thank you for the quick response. Sending the link to finance is plan B - we preffer to push the data, rather than for them to pull it - less chances of errors this way. of course if we cannot send the data, that we will send the link.
I also tried adding data source when creating the workflow, but that solves the problem only if there is 1 line item - any additional line items are ignored.
I also looked into the "Personalized tokens" KBA, but that unfortunately, addresses only Deal properties, not the line items.
Same story with Zapier - the integration to Slack or email just supports Deal property as far as i could see - not line items....
This is a tough one 🙂
Zvi
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kvlschaefer
Thursday
Community Manager
Driving billing based on Deal property
Hi@ZEizenberg,
I wanted to share this knowledge base article on personalization tokens. You can add personalization tokens for deals in your automated emails sent from a workflow.
I also wanted to invite our subject matter experts to this conversation:
Hi@danmoyle,@Jnix284,@Humashankar- Do you have any insight for@ZEizenbergon how to add this information to an automated email?
Thank you!
Best,
Kristen
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Jnix284
Thursday
Most Valuable Member | Elite Partner
Driving billing based on Deal property
Thanks for the tag@kvlschaefer looks like@RSchweighart is on the right track, happy to jump in and help depending on the answers to his questions@ZEizenberg
If my reply answered your question please mark it as a solution to make it easier for others to find.
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