Option to automatically add a product to a deal with workflows

Hi team,

 

It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals could then be automatically updated to have that product associated with them.

 

This would reduce friction for sales teams and allow more seamless Deal creation - the teams wouldn't have to go back and add Products later. Thank you!

5 Replies
gra-benjamin
Occasional Contributor

It seems that the HubSpot Products has a long way to go to be integrated into the Hubspot platform. This would be extremely helpful and almost expected when they launched this product into Hubspot.

kongstad
New Contributor

Seems like products can't be used in automation workflows at this point (for example to update properties such as recurring revenue amount or if it's a project client/retainer client) as well as adding this type of information to "ding-notes". 

 

Would be great if this would be possible Smiley Happy

myworks-peter
New Contributor

Agreed. It's kind of pointless to have workflows centering around deals if they don't even support products...why would we be able to use a workflow in this case - if we can't add a product to a deal when we automatically create it, for example? (recurring product, if that matters).

Andreas Regular Contributor | Diamond Partner
Regular Contributor | Diamond Partner

I agree, this is a good idea. I am surprised it is not allready an option to automatically associate products from the product library to a deal. 

 

How long until this is possible, HubSpot team?  I need this for several of the clients I'm working with. 

 

Andreas  Smiley Happy

kbarrera
Regular Contributor

We could use this as well. We are using a workflow trigger to automatically create a deal when a specific form is completed on our website. In this form, we have fields that map to products. It would be great to auto add a product to a deal and bring in the associated potential revenue.