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
Status aktualisiert zu: 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.

Status aktualisiert zu: 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.

Status aktualisiert zu: 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.

Status aktualisiert zu: Being Reviewed
December 15, 2021 09:12 AM

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

Status aktualisiert zu: 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.

Status aktualisiert zu: 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 Kommentare
Status aktualisiert zu: Not Currently Planned
brandy_asplundh
HubSpot-Produktteam

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 

Karolien
Teilnehmer/-in

I would like this as well for woocommerce via a wordpress website.

 

People buy tickets for real life (or somethings online) trainings from our website via woocommerce/wordpress.

 

When someone purchases from our website, a product is created in the product library... But we can't add them to our deals or use them to create quotes... That's really something we need!!

drinkO2_SB
Mitglied

If this is not possible, how can we "access" the quantities purchased from shopify in order to segment customers for cart abandoned, follow ups, and just general tracking on qty of purchase?! Was under the impression the shopify integration would cover this, but not being able to use the data that is literally right there is quite frustrating. 

farmchem
Mitglied

Woocommerce too!

gavlar0
Mitglied

Not only Shopify but also for any e-commerce integration, we use woocommerce by makewebbetter and have the same issue, its a pretty basic necessity, come on HubSpot.

Shaunyim
HubSpot Employee

I currently manage B2B and B2C operations in my business. It would be useful if the products from WooCommerce could sync over to HubSpot for us to be able to create deals based off them. 

 

- Posted on behalf of customer

sagustsson
Mitglied

The current implementation of the QuickBooks integration only allows to bring in new products and not existing ones. This is an issue due to not wanting to recreate all of our SKU's fromscratch again so they will become available in HubSpot. 

 

We have not found an ideal workaround as of yet, so any suggestions welcome

cleabig1
Mitglied | Platinum Partner

Just had a conversation with the HubSpot support team to discuss being able to use products synced from Quickbooks to create a quote.  Unfortunately, at this point in time, we're unable to add products created in QuickBooks to Hubspot deals or quotes. Instead, QuickBooks products are able to be added to invoices when creating them.  I think it'd be great if we can use products from Quickbooks in a quote, don't you?

chrisbreikss
Mitwirkender/Mitwirkende | Diamond Partner

This integration would be great for us too.

Status aktualisiert zu: In Planning
ethankopit
HubSpot-Produktteam

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.

hchristian
HubSpot Employee

Upvoting on behalf of a customer ~ When we create quotes in HubSpot, we are not able to see the Quickbooks products. Instead, we are only able to use the Quickbook products in invoices. Would love an update on if this is on the design teams radar. Thank you 🙂

Levi
Stratege/Strategin | Elite Partner

Yes please 🙂 

MSmith3
Mitglied

This would be VERY helpful - we are exploring 3rd party solutions to make this work. Currently if you have a sales pipeline deal, it does not sync with the quotes or deals that are automatically created from the Shopify integration, resulting in 2 deals won. This is really not helpful and is making use of Hubspot challenging to continue forward with.

 

We found that Unific has a product that was just released called Quotific to accomplish this task. Perhaps reviewing the information that they have on how they accomplished it would be helpful? 

JSRowland6
Teilnehmer/-in

When we signed on to Hubspot, I was told that we could integrate shopify to Hubspot and use shopify originated products in sales quotes in Hubspot.  Today I learned this is not possible.  Given that 55% of our orders are origionated by phone, this creates a major stumbling block in our deployment.   This functionality is quite critical - sure we could import products but we are managing components across a global supply chain that are being loaded into Dear Inventory MRP system, then synced to Shopify and then synced into Hubspot. 

MattiRuuska
Mitglied | Diamond Partner

This integration would be great for us too. 😁 I was really surprised that this didn’t work natively. 

RMartinez7
Mitglied

What is the point of having the integration if it isnt actually available in Hubspot to use? For that, we just import data... or just use shopify directly. 

It is amazing that this is still not obviously done. 

edujared
Mitglied

+1 for making the Quickbooks Integration actually useful. Having a product list without being able to use it in Deals & Quotes is useless to us.

SaWells
Mitwirkender/Mitwirkende | Platinum Partner

@ethankopit has there been any updates with this? I also think this page should be updated to let everyone know that Shopify Products cannot be used in HubSpot created Deals.

MurraySellars
Teilnehmer/-in

I am a little disappointed this does not work

 

Woocommerce -> Hubspot (The products appear in the library but cannot be added to a deal?)

 

Please resolve if you are serious about getting further in the B2B marketplace

ZPlatten
Mitglied

This would be handy for Woocommerce! Upvote.