Overview
Once an order form is sent for signature, Dock will push information to the line items on the deal record in HubSpot. HubSpot calculates the deal amount based on new line items and may not take into consideration any discounted pricing you've added to the order form. To compensate for this, we recommend you create a workflow in HubSpot to automatically update the deal amount and ensure it's up-to-date!
If you haven't yet enabled the line-item sync between Dock <> HubSpot, check out this article!
Workflow Configuration Steps
Step 1: Within Hubspot, navigate to Automation > Workflows
Step 2: Select Create Workflow > From scratch
Step 3: Select Deal-based workflow > Blank workflow, then hit Next!
Step 4: Edit the name of the workflow by clicking on the pencil in the top nav bar
An example name could be "Dock Deal TCV to HubSpot Deal Amount"
Step 5: Select Set up triggers in the deal enrollment box
Setting the Triggers
Select When criteria is met
Filter on Deal
Choose one of the following four properties:
monthly recurring revenue
annual contract value
annual recurring revenue
total contract value
Once selected, choose is known
Toggle over to the Re-enrollment tab and toggle on
Make sure both boxes are checked, then press Save
Click on the + sign below the trigger to add an action
Search for and select the action Copy property value
Set the Property or value to copy from to the same property as you set in your trigger
Set the Target object to Deal
Set the Property to copy ... to to Amount, then Save!
Click Review and publish on the workflow!
