HubSpot Ideas

claireWorkCast

Associate products/show product associations on Company/Contact/Ticket records

Hi I would like to submit for Products not to be associated just to a deal. This information should be able to pull across to the company record, the contact level and then a workflow to tickets could be implemented. 

 

This would mean that when a customer submits a support ticket then the company or contact record is connected to the ticket...if Products could pull through to the ticket my support team will then know which license the customer subscribes to and then the correct support can be given to the client as the support team will easily be able to view what license the customer has. 

Atualizações da HubSpot
Status atualizado para: Idea Submitted
February 13, 2023 07:51 AM

Hi folks, I just wanted to take a second and give an update on this idea.  After doing discovery work with many of you to better understand the problems you're running into we've decided that more foundational work surrounding Products, Line Items, and other features is required before we can adequately address these concerns.  As such, I'm moving this idea back into Submitted state until we feel that we have the capabilities to deliver on this solution long-term for our customers.

January 14, 2022 11:27 AM

Hey folks - my name is Ethan and I'm the product manager for the Products and Line Items team. I just wanted you to know that my last status update (i.e. that we will achieve this feature by using Commerce objects (e.g. Deals, Subscriptions, Custom Objects) to connect Line Items to thinks like Companies or Tickets or Contacts) remains true. We don't plan on having Line Items connected directly to contacts, companies, or tickets.

 

As a sidenote, I'll be updating the top Ideas associated with Products and Line Items ~once per quarter going forward. I will include (1) whether or not a feature is on the roadmap for that quarter or not and (2) what our rollout plan for that feature is (e.g. will there be a beta or not). If you have feedback about additional information I could include in these updates, drop a note here. If I see a theme, I'll adjust my updates to address that.

 

I won't be doing this for every idea, but most ideas above 25 kudos will get that treatment.

Status atualizado para: In Planning
December 02, 2020 02:24 PM

Hey folks - the short answer here is that we're looking into how to solve this problem by having Line Items (i.e. Products that are on a quote/deal) be associated with Orders or Subscriptions, which would then make them associated with Tickets or Contacts or Companies associated with those Orders or Subscriptions. Think of the Order or Subscription like a bridge between the Line Item and the ticket/contact/company. 

 

No concrete timeline yet, but we're planning.

48 Comentários
paulwood
Membro

Associating Products to Tickets make so much sense from a support perspective, really don't understand why this isn't already available

dmaxwell
Colaborador(a) | Parceiro

In process of implementing custom object for line item level that will allow us to associate with tickets for post-sale support.

 

Would be great to have a method for associating products to tickets as we would love to understand how many tickets certain products have.

PAllen2
Participante

Also adding a vote for this, please. Having the renewal date at a company level will allow our CS team to work more efficiently. 

RBlanchard
Membro | Parceiro Platinum

It would be extremely usefull to associate Products & Companies and other 

And also need to work with  Products & Products Line objects in WORKFLOWS

 

TGettings
Membro

Currently in the porting process to move over from Dynamics to Hubspot and need to setup our Product list and really need this to be associated to the Comapnies section so we can easily have the Suppliers listed and look at their range and report more effectively

GSelse
Participante

Great idea, much needed!

 

To be able to send a marketing email to a segmented customer list based on a specific product they have purchased must be a PRIMARY function for any CRM system, correct?

DZAus
Membro

Second this idea. I spent some time trying to find how to do this in Hubspot... 

It's not even possible to add a new Property in Company of type: Property sync using the Product object (come on!)

We can still accomplish this with a Workflow using another custom property (sourced externally), but that is not user friendly at all.

 

2 requests:

- support Product association to Company

- support Product object as a source record type for a new Property of type: Property sync

DZAus_0-1717038851545.png

 

KKuswandi
Participante

Many of my Enterprise SaaS clients struggle with this. Very much needed.