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Status: Idea Submitted
A_Jen
Submitted by on ‎Jul 11, 2022 2:00 PM

Deal Shipping Information for 3rd party Integrations

It would be great if the Deal had a Specific section in the opportunity details dedicated to shipping address. I know we can add custom objects and create this data, but it's not possible to get third parties (fishbowl Inventory is what we are using) to build export/import features around custom objects that can change from customer to customer.

 

I want to be able to open a deal, and see on the side panel a section dedicated to shipping that can be turned on by any hubspot customer. 

 

Shipping details

Company
Attention to:
Street 1
Street 2
City
State
Zip
Country
-------
Shipping Carrier
Shipping Service
 
Right now I'm trying to get to the point where my sales team can be in Hubspot 100%. Without dedicated shipping info, we can't take orders in hubspot and import to our 3rd party warehouse and shipping system (fishbowl Inventory),


It would also be great if the deal could also pull in shipping cost on the quote, but that is another problem for another day.
1 Reply
A_Jen
Participant
‎Jul 12, 2022 3:35 PM

I have refined a few of the features on this idea...

 
1. Add shipping details on deal
2. Allow shipping to be set up on the right side or left side of the deal bars.
3. Ability to save addresses in system that can be selected for later use for each deal. Whether it's billing or shipping address. This would be separate to the company level address because Head HQ is not always the billing address.
4. Add countries to 'country' so it just needs to be searched
5. Confirm country for the company and auto populate country on every deal, so it doesn't have to be spelled out for each deal.
6. Allow states to be saved in system as a drop down or type in to pull up. IE drop down and find Toronto, or type in TOR to populate on address.
7. For international, allow putting custom states in system and saving. IE pull up Canada and add Toronto as a state and save as a option to select for future orders that are going to Canada
 
Super cool to have.
8. Dedicated shipping cost on quote
9. Function to calculate shipping costs IE through shipstation with ability to mark up on quote