Add Product(s) to a Deal via a Workflow

dc-usa
Contributor

Is it possible to add Products to a Deal using a Workflow? I would be happy with almost any solution here, like: 

  • Adding the products when creating a Deal via a workflow like a Company Workflow
  • Editing an existing Deal in a Deal Wworkflow

I just can't find a way to do this... is it possible? 

19 Replies 19
Arne
Top Contributor

Are you loking for an option to add products, e.g. based on dependencies like “IF this product is selected THEN a certain type of service or a base product needs to be added, too”? Or more something like “IF company is larger than e.g. 5000 users THEN select Enterprise Edition & advanced consulting package?”

Both would be interesting for me, too. Another then would be “show compatible products only for selection” and a “show product items in volume stagger of customer first”. Another could be “IF company is located in Germany, Austria or Switzerland THEN show products with German description first”. 

Happy to hear from you for some brainstorming should there not be a programmatic option within HubSpot finding a a freestyle workaround.

dc-usa
Contributor

Actually, one of the big needs that we have is simple: we have a recurring yearly Deal because our products have a yearly subscription. Right now, it isn't possible create a new Deal automatically with the correct products in it. 

 

We are looking into using the Hubspot API for this, but I can't find much right now in the way of a basic tutorial for this. 

Arne
Top Contributor
Hi there,

I understand and would want the same here, i.e. not only a „this would be the recurring revenue to be expected at report level“, but an actual cloning and reactivation of exactly the same deal just with the new expected closing date.

For subscription licenses and existing maintenance that is just recurring as is this should be less of a problem for the HubSpot team.

We are selling perpetual & maintenance and I would love to have a „clone as maintenance with 25% of its license value, too. That combined with a „move to renewals pipeline“ and the an automation of those recurring deals and the respective quotes and a dream would come true.

We both know it’s not there yet, or obvious to be possible at the moment but I will try lots of options myself to get to that or at least a similar level of automation since creating repeating quotes and pipeline entries is not what sellers should invest much of their time in:-)
dc-usa
Contributor

Yes, this is actually very similar to our desired workflow as well. For now, we are looking to accomplish it with the API. 


If you ever find a good solution, please post it here! 🙂

Arne
Top Contributor
Absolutely, I will👍 Please do the same and share your solution. It must be valuable to more than just the two of us.
0 Upvotes
tomsedgwick
Contributor

We want this too! I'm getting a developer to do it for us, but it would be so much easier if we could add a product to a deal in a deal workflow.

morganmcgee
Contributor

Looking for this feature as well. Would like to autmatically add certain products to a deal if certain criteria are met.

DavidSPW
Participant

Our reps fill out lead forms on their own to enter leads into HubSpot CRM. We have a multi-checkbox on the form to select products the lead is interested in. It would be very helpful to have a workflow that allows me to add the contact, add the deal and add the products to the deal. I can do everything but the products. Those have to be manually entered.  Please add 'Associate Product to Deal' to the deal workflows. Thanks

Herschel
Top Contributor

Here's an idea post asking for this feature for those who care to upvote/comment: https://community.hubspot.com/t5/HubSpot-Ideas/Option-to-automatically-add-a-product-to-a-deal-with-...

0 Upvotes
cedaly
Contributor

Still looking for functionality to add a product to a deal in an automated workflow.  Most products including Zapier do not write into the Deal to add a product so it has to be manually added through a workflow.  But that cannot be done because workflows cannot be made to update or add products.  Kind of a miss on the poroduct.

ZechariasMengis
Participant

I'd love to see this as an addition still!

DanSavickas
Participant

Yes! It's pretty pointless to clone a deal without cloning the products associated with that deal. 

louisbarge
Member

Need this too!

0 Upvotes
sharonlicari
Community Manager

Hey @louisbarge @DanSavickas @ZechariasMengis I'd encourage you to upvote and comment on this idea.

 

Thanks

Sharon


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KMurray
Participant

Just upvoted as well.  I have a workflow to create deals.  Would be great to have line items to move quickly to quoting (which would be great to have automation around as well).

0 Upvotes
TiphaineCuisset
Community Manager

Hi @sk0si @KMurray 

 

Thank you for reaching out

 

This is currently In Planning by our product Team as you can see here. You can subscribe to the idea (Options > Subscribed) to get notified for further updates

 

There is a submitted Idea here for line items

 

Thank you

Best

Tiphaine


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sk0si
Contributor

yes, I'm missing product workflows. It's unnecessary manual work. We will not use products as long as we can't assign them automatically to deals. So if HubSpot want to make users using "products", make it useful, not painful 🙂 

0 Upvotes
YusufAgirdas
Participant

I'm also looking for this feature. We do have "sponsoring packages" with different elements in it and we want to see how many ads are been booked by sponsors on-site (at festival) and for our streaming. I would appreciate that function so much!!!

0 Upvotes
PamCotton
Community Manager

Hello @YusufAgirdas, I have good news, I was able to find a similar idea to what you are requesting,   in the HubSpot Community Ideas forum. Upvoting here will alert our Product Team to the popularity of this request. Doing so will also auto-notify you if/when this functionality becomes available within HubSpot. You may read more about how that review process works here.

 

 

I hope this information helps.

Pam

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