What is LineNer App?
Short answer: A simple app that Add Line Items to Deals & Manage them.
Long answer: The LineNer - Add Line Item in Deals and Manage in HubSpot app enhances the deal management process by allowing users to effortlessly add line items to existing deals or make bulk updates to line items even after the deal has been established.
This feature eliminates manual data entry tasks and ensures accurate and efficient management of deal information. By automating line item association, users can save time, reduce errors, and improve overall productivity in managing deals within the HubSpot portal.
Main Features of LineNer app
- The “Add Line Item to Deal” action adds a line item to your existing deals.
- The "Update Line Items to Deal"
- The "Remove/Delete Line Items"
- The “Update Line Items in Bulk” action updates the line items associated with a deal in bulk. (coming soon, under development)
These actions enable users to automatically add a line item to an existing deal or update the line items associated with a deal in bulk.
⚠️ Note: The LineNer app works with HubSpot Professional and Enterprise plans for Marketing, Sales, and Service Hubs, as it requires ✅ workflows.
How to Install the LineNer App
Please note that this app is designed to help you maximize your workflows. To add the new workflow action, you'll need a HubSpot plan that supports workflows.
Follow these steps to install LineNer for your HubSpot account:
- Log in to your HubSpot account
- Navigate to Settings > Integrations > Visit App Marketplace
- Search for "LineNer - Add Line Item" and select it from the list
- Click on "Install" and follow the prompts to complete the installation
- Select your HubSpot account (portal). Ensure you connect the correct HubSpot account, as this action cannot be changed later.
- Click "Choose Account" then Review the requested scopes on this screen.
Click "Connect app"
That's it! Thanks.
Configure the LineNer App
To make sure the app works, you must enable it. To do so, navigate to Connected Apps section in the HubSpot (under Integrations menu of the Account Settings (a gear icon)) find the LineNer App > and Ensure that the toggle is switched to the ON position, granting you access to utilize the app effectively.
How to Add LineNer Card Widget into the Deal Record
To add LineNer card do the following - on the tab "App cards" > click add to Deal
So then in the Record Customization tab click on Default View...
it will show you the sidebar where you need to check ✅ LineNer - Add Line Item.
Once you click Save, the LineNer widget will be available in the right sidebar of your deal object for your convenience.
Furthermore, within the General settings section, you have the opportunity to view your app usage details. Simply click on the "See Usage (Logs)" button for more comprehensive information.
Enjoy using the app “LineNer - Manage or Add Line Items to Deals”!
How to Use the LineNer App [Guide]
⚠️ IMPORTANT: The LineNer app works with HubSpot Professional and Enterprise plans for Marketing, Sales, and Service Hubs, as it requires/integrate with/via HubSpot workflows.
If you prefer to learn on your own, follow the guide below.
You can see video above and/or follow the next steps, please. To start using the App, you will need to create your workflow and then add/use the app in that workflow.
Click the infographic below for a quick guide on how to start using the app.
1) Once your deal enrollment trigger is activated, simply click "add" and then scroll down the left sidebar until you reach the Integrated apps section where you will find LineNer. Select the Add Line Item to Deal option to proceed.
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2) Once the field settings are visible, utilize this section to input details for your Line Items. Once you have filled in the necessary information, simply click the Save button to proceed.
Please ensure that the fields are filled correctly:
- SKU of the product to add (optional)
- Name (optional)
- Description (optional)
- Product’s quantity
- Line item price (optional, if not provided the price will be the one of the product)
- Currency list (USD, EUR, GBP, etc.) (optional, if not provided will be used as the default account currency)
3) After clicking Save, you will notice that the LineNer action/app has been successfully configured and added to the workflow.
Your final step is to review and publish the workflow details/actions to ensure everything is set up correctly.
Note: Feel free to revisit and modify any existing Action/LineNer settings as needed. This flexibility allows you to fine-tune and customize your workflows to best suit your specific needs and preferences.
Don't hesitate to make adjustments to optimize the efficiency and effectiveness of your deal management processes with LineNer.
How to Uninstall the App
To remove LineNer App from your HubSpot account, please follow next steps:
- Go to Connected Apps section under integration menu
- Find the LineNer app widget
- Bellow "Actions" dropdown select and click "Uninstall"
Conclusion
Ready to Transform Your Workflow? - Get LineNer App Now!
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