+1 to the comment below.
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).
--
Kind regards,
John Marte
Vice President of Sales
Hio
*Connect with me on Hio!*
Book a call with me here
John@hiosocial.com
www.hiosocial.com
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Hi,
Current hubspot customer with a growing e-commerce business that did turned over 1million dollars in less than 10 months from launch. We have a 2 shopify stores. When an order comes in, it goes into the production cycle as we make to order.
Current use case:
1) Shopify integration creates deal with deal info, contact info and line item info and associated them all into the sales pipeline
2) We have a workflow that then creates a new deal into the production pipeline. Reason for creating a new deal: the shopify integration has control over the deal and whenever it syncs, it pulls the deal back. Having this workflow is the only workaround I can find. However, I can only create a deal and associate the contact, not the line item.
It would be useful to associated the line items in new deals.
Thanks
Hi, we are also coming up against a similar issue. For renewals, we just have a field “renewed” if “yes” create a new deal with the line items for them to just go adjust the term + start date in the line item and delete one that is not getting renewed. A simple change, if this the deal can be copied with the line item. Otherwise, limiting for the sales team as they have to create the line item again.
This would be a game changing feature for us. We have a slightly different user case but requiring the same tool. We have parent deals which may belong to a local authority and individual deals against their subsidaries. The parent deal is a rolled up view of all of the subsidaries. Sometimes these can run into 100’s of deals to be created.
We would use this tool by sales updating a custom property against a subsidary which would create a deal and add the relevant products! We can do the deal automatically currently but no line items
Please please please release this
Hi folks,
I’m Megan Legge, a product manager for HubSpot’s workflows tool. I’m coming to you today with an update, that I’ll be moving this idea from In Planning, back to Being Reviewed. We’ve unfortunately hit an unexpected development roadblock that means we’ll need more time before we can deliver this feature, so that when we do, we ensure it’s a high-quality feature that meets your expectations.
Any news about this feature request will be relayed on this thread, so stay tuned.
Best,
Megan
Real pain that Hubspot does not manage PRODUCTS like the other objects, so we cannot have the related automated dashboards available, and plan our marketing campaigns also according to the product criteria!
For us it is a deal breaker!
When we import a transaction (not always manually created based on a standard sales funnel when your business is more B2C), we need to SEEMLESSLY associate those with CONTACTS and PRODUCTS.
as of today:
- association with CONTACTS is manual (export, Vlookup in excel, then reimport) time consuming and can cause mistakes
- association with PRODUCTS is simply not POSSIBLE! My customer buy Trainign A, and I cannot have that in Hubspot, can you believe it in 2021 seriously?
I have recently started to use Hubspot and in my company, all deals are added as line products. So I cannot make a list according to the packages we offer since we cannot move line items to prospects. I see that this topic rolling on since 2018. I am not an expert but this feature shouldn’t be hard to accomplish for HubSpot. It is a shame to not having actually. What a pity!
The lack of this feature is causing our company to look into Salesforce. I’ve worked in numerous CRMs and this is a must-have if HubSpot wants to be a true CRM.
Needed, so following to be kept up to date on when this feature might be released.
In lieu of Hubspot addressing this issue, I used Zapier to create an automation to automatically add/associate line items to renewal deals based on recurring line items in the initial deal. We don’t have a lot of products, so this was pretty simple to do. Like everyone else has already said, this really needs to be doable in Hubspot .
Much needed! We need to have the ability to tie a product to a deal automatically via workflows.
Required. Please provide an update. This is a basic miss that we’ve all lived without for some time now.
WE need this!
We need this too. Our organisation chose Hubspot to handle mass deals with a very small team. We just don’t have the resource to add products manually. Not only do we need the function to add products when creating the deal record in a workflow (as described by Meghan fro hubspot in the replies), we also now need to create workflows to add products to current deal records en masse. These complex workflows were the reason we invested in a crm transition. It seems they aren’t complex enough.
Hi @lalexander @ethankopit
You may want to have a look at this idea to support this plan. Thanks for your consideration.
https://community.hubspot.com/t5/HubSpot-Ideas/Copy-Product-Information/idc-p/492156
This would definitely be extremely useful
Has this been closed yet? In March the dev team was working on making this happen through Create Record - what’s the latest?
I feel like this is entwined with the inability to analyse data in Deals based on line items, which is a big hindrance:
Hi Kastraver,
HubSpot still doesn’t have the functionality to copy products from one deal to another deal. The Product and Quotes object table isn’t available as an association to the Deal object table. I’ve spent hours trying to figure out a work-around for this, but I still haven’t. Really, if HubSpot wants to be a full service CRM, the product database needs to be linked to the other object tables.
Hi all,
I have a solution to copy the value from properties in Object Product to properties in Object Deal in Hubspot. My solution requires Zapier to connect with Hubspot.
Contact me via message https://www.linkedin.com/in/nhlong212/\ then I will show you how.
We would greatly benefit from this ability. I would like to create a contact field for forms including product numbers, and based on the selection automatically add those line items to the deal we will be creating via workflow.