APIs & Integrations

erink1
Contributor | Diamond Partner
Contributor | Diamond Partner

Automatically Add a Product to A Deal

A client has their products built in HubSpot. They also have a property on the deal object in which the sales person is adding which "product" they have purchased. Is there a way to automatically apply a line item to a deal?

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4 Replies 4
Teun
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Automatically Add a Product to A Deal

@dennisedson Yeah I agree. Custom coded action is the easiest solution here.



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dennisedson
HubSpot Product Team
HubSpot Product Team

Automatically Add a Product to A Deal

I feel like this is a job for a custom coded action on a workflow.

@Teun , what do you think?

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erink1
Contributor | Diamond Partner
Contributor | Diamond Partner

Automatically Add a Product to A Deal

Has anyone done this and would share the code with me by chance? 🙂 @Teun 

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dennisedson
HubSpot Product Team
HubSpot Product Team

Automatically Add a Product to A Deal

@erink1 ,

This is not 1:1 match for what you need, but it would be a good start that you could modify.

What this custom coded action does is associate a company to a contact based on the company info in the contacts company property. 

You could modify that to get your custom property and do a search in the products to find it, if exists, associate product to the deal which will create a line item. 

If you do build this out, it would be amazing if you submitted to the Programmable Automation Use Cases Library 😀

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