Option to automatically add a product to a deal with workflows

lalexander

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!

HubSpot updates
Status updated to: Being Reviewed
May 28, 2021

Hi folks,

 

I’m Megan Legge, a product manager for HubSpot’s workflows tool. I’m coming to you today with an update, that I’ll be moving this idea from In Planning, back to Being Reviewed. We’ve unfortunately hit an unexpected development roadblock that means we’ll need more time before we can deliver this feature, so that when we do, we ensure it’s a high-quality feature that meets your expectations.

 

Any news about this feature request will be relayed on this thread, so stay tuned.

 

Best,
Megan

Mar 16, 2021

Hi @abrow ,

 

In the upcoming change I mentioned, the functionality will be limited to the action to create deal record, and will create a new deal and add specific line items (not copying from another deal). However, we're still digging into other ways we can continue to add more robust line item/deal functionality to workflows, so these additional examples are super helpful. 

 

Thanks!

Megan

Status updated to: In Planning
Mar 9, 2021

Hi everyone,

 

Thanks for your continued feedback and patience. We're actively working on developing this feature, which will be the ability to add line items to deals, when you create deals with workflows, through the Create record action.

 

Screen Shot 2021-03-09 at 3.13.18 PM.png

 

I'll post another update when we have more specific information about the launch of this feature.

 

Thank you!

Megan

Status updated to: Being Reviewed
Dec 2, 2020

Hey folks - my name is Ethan and I'm the Product Manager responsible for Quotes and the Product Library at HubSpot. This idea is something that's actively on our radar and I'm working with our team to prioritize it. I can't give you a definite date, but workflow actions for Quotes, Products, and Line Items is top of mind for us going into 2021.

Oct 21, 2020

Hi all,

 

This is still on our radar, though there are a couple blockers we need to deal with before we could implement something like this. We'll continue to explore our options, as we know this is a need many of you have. I appreciate the continued feedback and use case specifics, which help us ensure we're working on the right solution.

 

Best,

Megan

Status updated to: Being Reviewed
Apr 23, 2020

Hi everyone,

 

I’m Megan Legge, a product manager for HubSpot’s workflows tool. Thanks for the comments and feedback! We're currently investigating our options and ability to enable this requested feature. I will follow up when we have more information.

 

Best,

Megan

79 Replies
gra-benjamin
Participant

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
Member

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 🙂

myworks-peter
Participant

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
Contributor | Elite 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  🙂

kbarrera
Participant

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. 

mollymetzger
Contributor

We're doing the exact same thing as @kbarrera and I agree completely. It would be great to automatically add products to a deal when a customer fills out a specific form. 

sdhill1990
Member

This would be a great feature to have. Hopefully this thread can get some attention and have it implemented. 

leesuker
Participant

Key features for us also - we have 100's of products that are grouped in product lines.  Sales want to auto select many products automatically when their deals reach a certain stage.  

Herschel
Top Contributor

This would go a long way towards making Products a viable feature for us as well.

IlanaBinenbaum
Member

It would be amazing to have it available.

jessidoesstuff
Member

Can we please get this? Why are we bothering to use the Products feature when it's actually not accessible from anywhere else in Hubspot? 

Andreas
Contributor | Elite Partner

Please make this work!

HubLove
Member

Yes, it seems as if the products feature was launched without thought to tracking actual purchases, not just quotes. I would love to be able to copy products from one pipeline to another.

tomeverton
Member

I'm a bit late to this party but adding my voice to this chorus of requests! It seems a bit pointless automating deal workflows if we have to manually add products and/or amounts to each deal.

UmutA
Participant

+1

vagarwal
Member

I request HubSpot community to have a look on all the comments mentioned about integrating Products in workflows associated with contacts/companies. Hope HubSpot will do something this 2020. 🙂

ChristianM
Participant

Yes, we need this too.

Currently we have subscription products.

The workflow would be:

  1. formA-submission
  2. create deal + product A
  3. send quote ->
  4. Check webhook for Stripe success.

No sales team involved and seamless tracking in hubspot ... 

 

HubSpot, 

This seems like a generic workflow.

What are today's suggest method to achieve this ?

 

- Christian

ChristianM
Participant

Work-around:

I did find this that looks like a solution that could work:

A buy now button (CTA)

https://knowledge.hubspot.com/deals/add-a-buy-now-button

shannamaziarz
Member | Gold Partner

Agree. There needs to be an easier way to tie products into deals through workflows and imports. 

ellierdz
Contributor

Do we have any updates on this? We would love to have this functionality too, we can do so many things with workflows that it seems a bit restrictive not being able to attach a product to a deal based in conditions/