Zoya 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 to automate adding 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
By integrating LineNer by 4CRMs into their sales process, Zestey Consulting, Inc. achieved several key benefits:
Overall, the automation resulted in a more streamlined and effective sales process, making a tangible impact on operational efficiency.
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Zestey Growth Partners was founded by Zoya Estey, a HubSpot expert and business strategist passionate about helping companies get real value from their CRM systems. With a BSBA and MBA in Business Management and Marketing from Babson College, Zoya started her career at TripAdvisor and later became a top-performing sales rep at HubSpot, earning President’s Club and Business Club honors.
After 4.5 years at HubSpot, Zoya realized her true passion was helping businesses bridge the gap between buying software and actually using it to drive growth. Many companies struggle with disorganized CRMs, inconsistent processes, and poor adoption, leaving them frustrated and missing out on HubSpot’s full potential.
In August 2022, she founded Zestey Growth Partners to focus entirely on implementing and optimizing HubSpot, helping businesses align people, processes, and technology to achieve measurable ROI.
Zestey is fueled by strategy and driven by passion - dedicated to turning HubSpot adoption into real business growth.
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We needed a simple way to automatically add line items, apply discounts, and adjust billing terms in HubSpot, and LineNer solved that fast.
Now discounts can be applied as percentages or fixed amounts, and line items update automatically based on deal conditions. No more manual edits or inconsistencies.
A real game changer for our sales process. Huge thanks to John Maret and the 4CRMs team for building exactly what we needed.
