Yes please to this. I’m pretty new to Hubspot but not being able to add a “Line item” automatically to a new deal in a workflow seems crazy. I see this thread has been going for a few years now!!
Yes yes a million times yes!
Please, we pay a lot for our Sales Enterprise, we need this function!
If I could upvote this 100 times I would! Any updates on when this is coming would be great!
Hi everyone,
Thanks for your continued feedback and patience. We’re actively working on developing this feature, which will be the ability to add line items to deals, when you create deals with workflows, through the Create record action.
I’ll post another update when we have more specific information about the launch of this feature.
Thank you!
Megan
Hi @MeganLegge ,
Question 1: Will this functionality extend beyond the ‘create deal record’?
For example, I would love it if a certain field was filled out with an option on the deal, to automatically add different line items to that deal.
Example:
Field on deal is called ‘product interested in’ and there are three selections. If the select the ‘optimize package’ then 4 particular line items get auto-added to the deal.
Question 2: from the ‘create deal record’ function, will we be able to copy line items from one deal into the new deal? Currently we are duplicating deals via workflow into a ‘customer renewal’ pipeline. The only thing we aren’t able to copy over is line items which is our main pain point.
Hi @abrow ,
In the upcoming change I mentioned, the functionality will be limited to the action to create deal record, and will create a new deal and add specific line items (not copying from another deal). However, we’re still digging into other ways we can continue to add more robust line item/deal functionality to workflows, so these additional examples are super helpful.
Thanks!
Megan
Thanks @MeganLegge ,
For reference, I think the natural place to make the copying of line items would be under the 'Associate Deal with" section (screenshot added for clarity).
Currently you are able to associate the old deal’s quote with the duplicate deal, so this would just be taking it one step further with associating the line items:
We would love the functionality to copy line items from another deal, for exactly the same reason as @abrow mentioned above: we create duplicates of closed/won deals in a customer renewal pipeline and we can copy the deal details but can’t add the same line items.
Hi there!
I’m sharing this idea as I spent hours on trying to find a workaround (together with HubSpot Support also) but unfortunately there is no way to do it now.
Feature: enroll deals in workflows that don’t have an associated line item + a possibility to eventualy set a line item via worklfow.
It’s not about an ecommerce, it’s about a normal Sales Rep that sell training courses. Sometimes they forget to insert an associated line item to the deal, and it leads to an imprecise reports.
Would appreciate any feedback!
Sincerely,
Sofia
yes, I’m missing product in workflows. Would be cool to add products to deals automatically
It would be so helpful to have additional features when creating reports on Line Items/Deals. Our customers are currently completing forms online that import straight into HubSpot as Deals for our sales team. When imported, we have a contact property, Product, that is getting completed. It would be great if either the following could happen:
- We can use that contact property (also copied into a deal property) to update the Line Item
- We also use a quantity property that it would great if we could copy that over as well
- We could use the Line Item in our forms so we can completley skip over the contact properties and all copying.
- With this we would need the ability to run the same reports on line items to see deal totals and information
Olá, No nosso Fluxo criamos alguns negócios, porem não consigo migrar o item de linha que já está preenchido no fluxo de gatilho, a implementação dessa idea resolveria bastante nossos probloblemas.
Hey teams,
We built robust automation to copy deals from the sales pipeline to the onboarding pipeline which goes directly from SALES to CS team. the need of copying the line items is extremely important because the CS team must know which kind of onboarding process they should do, the same like contacts they should be in touch with and company associated. Appreciate your kind help here
+1 As we are finding the current way to be redundant from sales to support teams and we would like a clean way to identify what product(s) have been purchased and where the progression is as a status towards completion (Date service(s) go live, when they are running, and ended).
Would love to see Line Item properties available to push to a Google Sheet.
Would love to see Line Item properties available to push to a Google Sheet.
Or at the very least - to be able to dump all line items to a CSV file.
Anybody know of a way to do this?
This would be such a welcome addition. It’s needed to further automate the Sales Process we’re in.
Hi @MeganLegge , I see you’re looking at other examples of line item use in workflows and I have one here. https://community.hubspot.com/t5/HubSpot-Ideas/Copy-Product-Information/idi-p/380442
Also very much needed here.
Alternatively or additionally it would also be great to be able to define a default set of products / line items per deal / pipeline (independent from workflows).