HubSpot Ideas

hroberts

Add products created by eCommerce integrations to HubSpot Deals and Quotes

Our Shopify integration currently creates product listings in the Product Library. However, Shopify products cannot be added to deals created in HubSpot that are not syncing to Shopify. Only deals that were created by the Shopify integration can be associated with Shopify products. This applies to products synced over from other ecommerce integrations as well.

 

If you see value in being able to do this, please upvote and comment below with details on the use case you have for doing this in addition to the Shopify orders sync!

HubSpot Updates
Delivered
February 11, 2022 09:39 AM

Now all products synced from HubSpot's Shopify integration and/ or any e-commerce bridge API app can be used as a line item for HubSpot Deals and Quotes. 

 

For Shopify:

Make sure customers have first installed HubSpot’s Shopify integration.

 

Then sync products from Shopify into HubSpot by navigating to the left side panel of HubSpot. Go to Integrations > Connected apps, then click Shopify. Select the Products tab, then toggle the switch on.

 

Now customers will be able to see and add the Shopify products as line items on a deal or quote by navigating to Sales > Deals or Sales > Quotes

 

Select a quote or deal. In the right side panel select Line Items > Add. There, customers will be able to choose a Shopify product as a line item.

 

Customers may also notice some changes in how Shopify product data appears in the product library and new features including the ability for them to edit products. All the old data they had access to is still available in the product side panel.

 

For Other Apps Built on the Ecommerce Bridge API:

This feature also works with all apps built using the Ecommerce Bridge API, including:

If these apps have product sync enabled, customers will see products created in the product library. To see if products have been created from an app, go to the gear icon > Data Management > Objects, then click Products & quotes. From there, customers can select the source dropdown to filter on product creation source.

 

If products are syncing into HubSpot, now customers will be able to see and add the products as line items on a deal or quote by navigating to Sales > Deals or Sales > Quotes

 

Select a quote or deal. In the right side panel select Line Items > Add. There, customers will be able to choose a product as a line item.

In Beta
January 20, 2022 07:13 AM

This feature is now in beta for HubSpot Shopify integration and ALL Ecommbrdige API integrations. Please submit this form if you would like to get ungated for this feature: https://docs.google.com/forms/d/e/1FAIpQLSeAfCMe-0bnn3ysAlHtDOW71NIlxd8Q2bo5iVFJiMF40wl3dA/viewform?usp=sf_link

 

For Shopify:

Make sure customers have first installed HubSpot’s Shopify integration.

 

Then sync products from Shopify into HubSpot by navigating to the left side panel of HubSpot. Go to Integrations > Connected apps, then click Shopify. Select the Products tab, then toggle the switch on.

 

Now customers will be able to see and add the Shopify products as line items on a deal or quote by navigating to Sales > Deals or Sales > Quotes

 

Select a quote or deal. In the right side panel select Line Items > Add. There, customers will be able to choose a Shopify product as a line item.

 

Customers may also notice some changes in how Shopify product data appears in the product library and new features including the ability for them to edit products. All the old data they had access to is still available in the product side panel.

 

For Other Apps Built on the Ecommerce Bridge API:

This feature also works with all apps built using the Ecommerce Bridge API, including:

If these apps have product sync enabled, customers will see products created in the product library. To see if products have been created from an app, go to the gear icon > Data Management > Objects, then click Products & quotes. From there, customers can select the source dropdown to filter on product creation source.

 

If products are syncing into HubSpot, now customers will be able to see and add the products as line items on a deal or quote by navigating to Sales > Deals or Sales > Quotes

 

Select a quote or deal. In the right side panel select Line Items > Add. There, customers will be able to choose a product as a line item.

In Beta
January 20, 2022 07:10 AM

This feature is now in beta. Please submit this form if you would like to get ungated for this feature: https://docs.google.com/forms/d/e/1FAIpQLSeAfCMe-0bnn3ysAlHtDOW71NIlxd8Q2bo5iVFJiMF40wl3dA/viewform?usp=sf_link

 

This feature works with all apps built using the Ecommerce Bridge API, including:

If these apps have product sync enabled, customers will see products created in the product library. To see if products have been created from an app, go to the gear icon > Data Management > Objects, then click Products & quotes. From there, customers can select the source dropdown to filter on product creation source.

 

If products are syncing into HubSpot, now customers will be able to see and add the products as line items on a deal or quote by navigating to Sales > Deals or Sales > Quotes

 

Select a quote or deal. In the right side panel select Line Items > Add. There, customers will be able to choose a product as a line item.

Being Reviewed
December 15, 2021 09:12 AM

This feature will be coming in early January. Stay tuned! 

In Planning
December 02, 2020 12:32 PM

Hey folks - my name is Ethan and I'm the Product Manager responsible for Quotes and the Product Library at HubSpot. We are currently exploring how to make HubSpot more friendly to Products and Line Items created via integrations (e.g. Shopify). I can't provide definite timelines yet, but it is something we are actively exploring.

Not Currently Planned
April 30, 2020 04:10 PM

Hi there, 

 

Thank you for this idea. We do see the benefits of adding this to the integration but we don't have any plans to add this in the near future. 

We will update this post if we have any updates on this idea. 

Best, 

 

Brandy 

63 Replies
brandy_asplundh
HubSpot Product Team

This feature is now in beta. Please submit this form if you would like to get ungated for this feature: https://docs.google.com/forms/d/e/1FAIpQLSeAfCMe-0bnn3ysAlHtDOW71NIlxd8Q2bo5iVFJiMF40wl3dA/viewform?...

 

This feature works with all apps built using the Ecommerce Bridge API, including:

If these apps have product sync enabled, customers will see products created in the product library. To see if products have been created from an app, go to the gear icon > Data Management > Objects, then click Products & quotes. From there, customers can select the source dropdown to filter on product creation source.

 

If products are syncing into HubSpot, now customers will be able to see and add the products as line items on a deal or quote by navigating to Sales > Deals or Sales > Quotes

 

Select a quote or deal. In the right side panel select Line Items > Add. There, customers will be able to choose a product as a line item.

brandy_asplundh
HubSpot Product Team

This feature is now in beta for HubSpot Shopify integration and ALL Ecommbrdige API integrations. Please submit this form if you would like to get ungated for this feature: https://docs.google.com/forms/d/e/1FAIpQLSeAfCMe-0bnn3ysAlHtDOW71NIlxd8Q2bo5iVFJiMF40wl3dA/viewform?...

 

For Shopify:

Make sure customers have first installed HubSpot’s Shopify integration.

 

Then sync products from Shopify into HubSpot by navigating to the left side panel of HubSpot. Go to Integrations > Connected apps, then click Shopify. Select the Products tab, then toggle the switch on.

 

Now customers will be able to see and add the Shopify products as line items on a deal or quote by navigating to Sales > Deals or Sales > Quotes

 

Select a quote or deal. In the right side panel select Line Items > Add. There, customers will be able to choose a Shopify product as a line item.

 

Customers may also notice some changes in how Shopify product data appears in the product library and new features including the ability for them to edit products. All the old data they had access to is still available in the product side panel.

 

For Other Apps Built on the Ecommerce Bridge API:

This feature also works with all apps built using the Ecommerce Bridge API, including:

If these apps have product sync enabled, customers will see products created in the product library. To see if products have been created from an app, go to the gear icon > Data Management > Objects, then click Products & quotes. From there, customers can select the source dropdown to filter on product creation source.

 

If products are syncing into HubSpot, now customers will be able to see and add the products as line items on a deal or quote by navigating to Sales > Deals or Sales > Quotes

 

Select a quote or deal. In the right side panel select Line Items > Add. There, customers will be able to choose a product as a line item.

brandy_asplundh
HubSpot Product Team

Now all products synced from HubSpot's Shopify integration and/ or any e-commerce bridge API app can be used as a line item for HubSpot Deals and Quotes. 

 

For Shopify:

Make sure customers have first installed HubSpot’s Shopify integration.

 

Then sync products from Shopify into HubSpot by navigating to the left side panel of HubSpot. Go to Integrations > Connected apps, then click Shopify. Select the Products tab, then toggle the switch on.

 

Now customers will be able to see and add the Shopify products as line items on a deal or quote by navigating to Sales > Deals or Sales > Quotes

 

Select a quote or deal. In the right side panel select Line Items > Add. There, customers will be able to choose a Shopify product as a line item.

 

Customers may also notice some changes in how Shopify product data appears in the product library and new features including the ability for them to edit products. All the old data they had access to is still available in the product side panel.

 

For Other Apps Built on the Ecommerce Bridge API:

This feature also works with all apps built using the Ecommerce Bridge API, including:

If these apps have product sync enabled, customers will see products created in the product library. To see if products have been created from an app, go to the gear icon > Data Management > Objects, then click Products & quotes. From there, customers can select the source dropdown to filter on product creation source.

 

If products are syncing into HubSpot, now customers will be able to see and add the products as line items on a deal or quote by navigating to Sales > Deals or Sales > Quotes

 

Select a quote or deal. In the right side panel select Line Items > Add. There, customers will be able to choose a product as a line item.