LineNer app  & Zestey Consulting

How We Assisted "Zestey Consulting" with the ability to add discounts and billing terms via HubSpot workflows

Customer

Zoya Estey
Zestey Consulting

Goal

Reduce manual data entry and automate pricing adjustments to enhance sales efficiency.

Goal

Ability to add discounts and billing terms via workflows.

LineNer-app

Project Overview

 

Zoey Estey from Zestey Consulting, Inc. (a company specializing in business process optimization and strategic development) was seeking a solution to automate specific aspects of its sales process within HubSpot workflows, particularly the addition of line items and the application of discounts to deals triggered by certain conditions.

Facing challenges with HubSpot's native features, Zoey reached out to the 4CRMs team to explore whether LineNer could provide a solution for automating the addition of line items and applying discounts within HubSpot workflows.

After reviewing her request, the team developed a custom solution that not only met her needs but is now available to all users who have integrated LineNer.

Execution 

With the implementation of LineNer, Zestey Consulting, gained the ability to:

  • Automatically add line items to deals when specific conditions are met.
  • Apply discounts in percentage or fixed amounts through workflows.
  • Configure custom product properties, payment terms, and contract details dynamically.

From Zoe "This is a game-changer for HubSpot users looking to streamline sales processes, and I’m beyond grateful to John Maret and the 4CRMs team for not only listening but actually building the solution. That’s 10-star service! ⭐⭐⭐⭐⭐⭐⭐⭐⭐⭐"

This eliminated the need for manual data entry, significantly reducing errors and enhancing efficiency.

Results

 

By integrating LineNer into their sales process, Zestey Consulting, Inc. achieved several key benefits:

  • Time savings – Sales reps no longer had to manually configure pricing and contract details.
  • Increased accuracy – Automated processes ensured consistent and error-free data handling.
  • Enhanced productivity – With reduced administrative tasks, sales teams could focus on closing deals and client relationships.

Overall, the automation resulted in a more streamlined and effective sales process, making a tangible impact on operational efficiency.

Customer's feedback

What our customers are saying 

Many HubSpot users struggled to automate line-item discounts—until LineNer made it possible. With seamless workflow integration, they now save time, reduce errors, and gain better reporting insights.

Businesses love LineNer’s ability to dynamically apply discounts, billing terms, and product configurations without manual input. The intuitive interface and responsive support make implementation effortless.

1740759246011
Знімок екрана 2025-03-11 070813

"Amazing support from the best line-item app on the market! LineNer was the first to add discount automation via workflows—something our clients really needed. Super responsive team and a slick, easy-to-use app!"

— Zoey  Estey, Zestey Consulting

Founder & CEO

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