HubSpot Ideas

SamuelBanks

Associate Line Items to Tickets

Hey HubSpot

We are strong advocates of the Products/Line Items feature in HubSpot and offers great context behind deals. 

What we're finding with clients and ourselves alike, is the functionality request to be able to associate Products to Tickets. This is often because someone may raise a ticket that corresponds to products or services bought and it would be great to have the Customer Success team get visibility of this. 

Now, we know we can access this via deals, but in some cases we want to restrict the Customer Success team's access to deals as it may be overwhelming if they're adopting HubSpot for the first time. 

As we can import data into Products as it's own object, it would be good to be able to associate them with the other standard objects as well. 

Thank you
Sam

24 Commentaires
ParkerShort
Contributeur | Partenaire solutions Diamond

Seconded. We've been able to work around this via zapier, but it'd be great to get this ability natively.

JJMacSnr
Membre

Thirded!!   Having the ability to link Line Items to Tickets & Custom Objects would add a whole new dimension of functionality out of the box.

 

 

Cnadler
Participant | Partenaire solutions Platinum

Yes, needed.

GiaGiorgini
Membre | Partenaire solutions Platinum

Needed certainly!!

wendyyes
Membre

Agree - please add line items to tickets!

ABaumgart
Membre

Would love to be able to associate line items to tickets. As an ingredient company, we frequently send out samples through tickets. We can't see the total number of pounds we send out of each SKU without overcomplicating the "Create Ticket" form.

AnnaMbudo
Participant | Partenaire solutions Diamond

That would be very useful for many of our clients to indicate the product that had some issue.

 

Thanks!!!

GMoore
Membre

We sell a hardware & software product.  Given this, we need to send out RMA parts sometimes to fix customer problems.  It would be awesome if these could be tracked as "Products" on a ticket.

 

The Products on a per ticket basis could also be added automatically to the deal, but it allows the service rep to know exactly what was happening in the ticket event.

NSieger
Membre

This would be huge! The ability to copy "line items" from a deal to an onboarding ticket and even a custom object (ex: Shipments) would allow our sales, customer experience and shipping/production teams to coordinate seamlessly!

GAroian4
Membre

very much needed indeed.

 

SRandorff
Membre

Much needed!

DTroutman
Membre

Need this!

deitres
Membre

Very much needed indeed!

SilverBoxAgency
Membre

Agreed. Needed for bigger companies.

MrBean
Contributeur de premier rang

Line items should be associated to more than just deals (Especially accounts / company level)

EPTMichael
Membre

Seconding this idea - would perfectly solve our idea to track all ongoing Contracts via HubSpot Custom Object - could easily add line items for each billable part of the contract and calculate out the term from there.

MZelasko
Membre

Yes please! 

mollieball
HubSpot Employee

Have a similair use case for this, and thought a workflow like the below might solve for this: 

 

Screenshot 2023-09-05 at 11.59.44.png

JStaerck-Weil9
Membre

+1

Franci
Contributeur de premier rang | Partenaire solutions Diamond

Hi Everyone,

 

I work for a HubSpot Diamond Partner. We have developed an app for the marketplace that aims to solve the issue of displaying associated line items. Currently, line items associated with deals remain hidden in other relevant objects. This app bridges the gap by introducing CRM cards that unveil line item lists within associated objects.

 

We are seeking beta testers who can try our app at no cost, provide valuable feedback, and assist us in enhancing the overall usability of the product.

 

👉 Join the Beta Test -> Installation link 🔗

👉 How it works document -> PDF

 

While you're here, don't forget to check out our other apps in the HubSpot Marketplace for more helpful solutions!

 

Cheers!

Francesco Collacciani

HubSpot Specialist @ Exelab

#1 HubSpot Diamond Partner in Italy

 
 
 
emailAddress
francesco.collacciani@exelab.com
website
https://www.exelab.com/en/
 
 
 
 
 
  Get in touch with us!