Support and Resources

Our friendly UK-based team offer 1:1 onboarding assistance via zoom or email and are ready to help if you need any help, whether that's with set up or connection, or finding the ideal configuration for your line items.

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Videos

Getting Started Welcome to a step-by-step guide on installing and getting started with LinePilot, a HubSpot app designed to automate the creation of line items based on customisable templates. This guide will walk you through the installation process, template creation, and demonstrate how to create your first line item using LinePilot. 8 minute video
Creating your first template
Creating your first template A simple tutorial guiding you how to create your first template with LinePilot. In this example you'll learn how to add a fixed line item to a deal automatically that uses the deal amount as the line item value. 5 minute video
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Tutorial
Getting Started
 Building line items using deal properties In this advanced tutorial we'll show you how to create more complex line items by using deal properties, calculating pricing, combining static data with deal properties as well as some general tips on how to set up line items. 8 minute video
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Tutorial
Getting Started
 Using triggers and workflows to create line items In this video we'll go into detail about how to use each type of trigger to run your LinePilot templates, such as Deal Stage, when properties change, or from workflows. We'll also cover some details about how LinePilot runs. 6 minute video
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Getting Started
Tutorial
 Easier Quotes in HubSpot with LinePilot Are your Sales teams finding quoting in HubSpot frustrating because of data entry? LinePilot can automate the process of adding line items to your HubSpot deal, meaning that when your Sales teams go to create a quote, price data is already there. Combine this with HubSpot's custom quote templates for layout and you have an easy, configurable quoting system, all inside HubSpot. 5 minute video