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

98 Replies
sk0si
Contributor

yes, I'm missing product in workflows. Would be cool to add products to deals automatically

MherfelPCN
Contributor

Agreed! This is an easy miss for sales and it would be great to have this automatically assign. We pull product in via a contact property so it would be great to either use that property to update OR have the abillity to select the line item on a form to avoid having to use the contact property all together. 

MherfelPCN
Contributor

It would be so helpful to have additional features when creating reports on Line Items/Deals. Our customers are currently completing forms online that import straight into HubSpot as Deals for our sales team. When imported, we have a contact property, Product, that is getting completed. It would be great if either the following could happen:

  1. We can use that contact property (also copied into a deal property) to update the Line Item
    • We also use a quantity property that it would great if we could copy that over as well
  2. We could use the Line Item in our forms so we can completley skip over the contact properties and all copying. 
    • With this we would need the ability to run the same reports on line items to see deal totals and information

 

Andrepp
Participant

Olá, No  nosso Fluxo criamos alguns negócios, porem não consigo migrar o item de linha que já está preenchido no fluxo de gatilho, a implementação dessa idea resolveria bastante nossos probloblemas.

rozi
Member | Diamond Partner

Hey teams, 

We built robust automation to copy deals from the sales pipeline to the onboarding pipeline which goes directly from SALES to CS team. the need of copying the line items is extremely important because the CS team must know which kind of onboarding process they should do, the same like contacts they should be in touch with and company associated. Appreciate your kind help here

JMarte
Member

+1 As we are finding the current way to be redundant from sales to support teams and we would like a clean way to identify what product(s) have been purchased and where the progression is as a status towards completion (Date service(s) go live, when they are running, and ended). 

WNikander
Member

Would love to see Line Item properties available to push to a Google Sheet.

dc-usa
Contributor

Would love to see Line Item properties available to push to a Google Sheet.

 
Or at the very least - to be able to dump all line items to a CSV file. 
 
Anybody know of a way to do this? 
 
 
PimKo
Member

This would be such a welcome addition. It's needed to further automate the Sales Process we're in. 

suziedugger
Participant | Diamond Partner

Hi @MeganLegge , I see you're looking at other examples of line item use in workflows and I have one here. https://community.hubspot.com/t5/HubSpot-Ideas/Copy-Product-Information/idi-p/380442

miten
Member

Also very much needed here.

Alternatively or additionally it would also be great to be able to define a default set of products / line items per deal / pipeline (independent from workflows).

JMarte
Member
+1 to the comment below.

Also very much needed here.

Alternatively or additionally it would also be great to be able to define a
default set of products / line items per deal / pipeline (independent from
workflows).


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John Marte

Vice President of Sales

Hio

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SAhmed1
Member

Hi,

 

Current hubspot customer with a growing e-commerce business that did turned over 1million dollars in less than 10 months from launch. We have a  2 shopify stores. When an order comes in, it goes into the production cycle as we make to order.

Current use case:

1) Shopify integration creates deal with deal info, contact info and line item info and associated them all into the sales pipeline

2) We have a workflow that then creates a new deal into the production pipeline. Reason for creating a new deal: the shopify integration has control over the deal and whenever it syncs, it pulls the deal back. Having this workflow is the only workaround I can find. However, I can only create a deal and associate the contact, not the line item.

 

It would be useful to associated the line items in new deals.

 

Thanks

DigitalMagenta
Member | Diamond Partner

Hi, we are also coming up against a similar issue. For renewals, we just have a field "renewed" if "yes" create a new deal with the line items for them to just go adjust the term + start date in the line item and delete one that is not getting renewed. A simple change, if this the deal can be copied with the line item. Otherwise, limiting for the sales team as they have to create the line item again. 

JackMoreton
Member

This would be a game changing feature for us. We have a slightly different user case but requiring the same tool. We have parent deals which may belong to a local authority and individual deals against their subsidaries. The parent deal is a rolled up view of all of the subsidaries. Sometimes these can run into 100's of deals to be created. 

 

We would use this tool by sales updating a custom property against a subsidary which would create a deal and add the relevant products! We can do the deal automatically currently but no line items

 

Please please please release this

Status updated to: Being Reviewed
MeganLegge
HubSpot Product Team

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

BHoeft
Member

That would be a really great feature. We could then automatically offer training on certain products as an optional service.

MStephenson
Participant

This would be very helpful and definately make Hubspot more user friendly. 

MichaelHu
Member

Yes please

Eleven11
Top Contributor

Yes, this seem like obvious functionality to add and would greatly improve our processes.